Over the years we have authored these articles to share with our clients and friends. We think they are like an old favorite movie that you will want to see again and again. Please feel free to make copies and share with your friends. Looking for an older article? See our Article Archive.
The final ruling from the Department of Labor (DOL) on the long awaited regulations requiring advisors to act as "fiduciaries" was announced last week. The ruling basically elevates the responsibilities of financial professionals to put clients' interests first and to increase disclosures to better ensure investors are getting appropriate, unbiased, and trusted advice.
Parents often see their children as a reflection of themselves and want to extend their best characteristics and values to future generations. If you are charitably inclined, you naturally want your children to share this characteristic. What better way to…
Equity markets have once again turned down this morning after yesterday’s rebound. For global stock market investors, the news in 2016 has been marked by...
What is “recency bias”? It comes from the field of Behavioral Economics and represents a tendency for some people to focus solely on "what's happened lately" when evaluating or judging something.
A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.
We've all seen the headlines declaring that "markets are in a free-fall". Maintaining your discipline during times of volatility is critical to investment success.
The recent severe volatility in China’s mainland markets has raised questions among many investors about the causes of the market downturn in China and the wider implications for the global economy and markets. The Shanghai Composite Index more than doubled…
Although most of the public is well aware of how prevalent tax-related identity theft is, the statistics are startling. According to the IRS Taxpayer Advocate Service, tax-related identity theft has risen more than 650% between 2008 and 2012...
In the past few years, US stocks have registered strong gains. Yes, there was the ugly dive in September and October of 2014. Even so, US large growth stocks were up...
This oft used idiom describes something of great value and importance. Frequently, the item being praised has minimal intrinsic value – but the value to the user can be immeasurable. A canteen of water in the desert...
