It came as a big surprise to most everyone when voters in the United Kingdom decided to exit the European Union, moving the pendulum from expansion to contraction. To hear our thoughts on this topic, watch our two minute video, below:
With recent changes in the rules for governing advice of retirement accounts, many investors and professionals are asking what is the big deal about a fiduciary.
Our thoughts on the New Department of Labor Fiduciary rule – it may cause 1/3 of advisors to leave the industry and that is a good thing.
Before we direct you to our latest investment newsletter, we want to give you some important news. The Department of Labor (DOL) has proposed the most important legislation to affect investment advice in history. This rule was created to force advisors to retirement plan assets (including IRAs) act in their…
Investment Newsletter June 1, 2016 Executive Summary In our last letter, we suggested that the stock market might start to once again behave as we would expect by trading more on fundamentals than on momentum. We are happy to report that this changing of the guard appears to be taking…
Investment “advisors” often recommend investors take a mortgage before they have all the facts. The fact is that for many investors it makes sense to prioritize getting rid of their mortgage. Click video above.