The Donor-Advised Fund Triple Play
The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set up and use at a reasonable cost in 1991. As…
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Quarterly Commentary, Q3 2017
The U.S. economy saw slightly weaker growth during the third quarter with a 2.7% GDP estimate, down from 3.10% during the second quarter.
Equifax Announces Cybersecurity Incident Involving Consumer Information
Equifax, one of the three major credit reporting agencies, recently announced a security breach that compromised personal information of up to 143 million people. There is a good chance that your information, such as your Social Security number, birth date,…
Quarterly Commentary, Q2 2017
U.S. economic growth was stronger than initially estimated in the second quarter due to unexpected higher consumer spending and an increase in exports.
Fiduciaries and Freakonomics – What Do They have in Common?
This is a story about what the Department of Labor’s (DOL) Fiduciary Rule and the book Freakonomics have in common. As it turns out, it’s quite a lot. Freakonomics, published in 2005, was both entertaining and surprising because it upended…
Quarterly Commentary, Q1 2017
Markets delivered a robust performance for the first quarter of 2017. Domestic indexes achieved multiple record highs and volatility dampened.
4 Tips for Investing After an Election Season
Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
Fixed Income: Keep it Safe and Stable
The ingenuity of brokerage firms and mutual fund managers never ceases to amaze us. Every time we blink an eye, a new type of hedge fund or mutual fund enters the market with a well-thought-out name, promising to be the next great investment opportunity.
Quarterly Commentary, Q4 2016
The most recent economic report showed the U.S. economy advanced faster than initially anticipated, with an annualized 3.5% growth during the third quarter.
Dividend-Paying Stocks: The Legend, the Myth
There is a myth that is pervasive in the investment industry that most historical investment gains are attributed to dividends and the stocks that pay them. If this were true you could make a case for owning only dividend-paying stocks.