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.
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,…
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…
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.
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.
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.
There are many examples of financial scandals in the 21st Century, and sadly they continue.
An oft-used catchphrase when a dramatic event comes to an end is, “Elvis has left the building.” It seems timely to also say, “The taxman has left the building.” Unfortunately, he’ll be back next year and Resource Consulting Group is preparing for his imminent return.
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...
