This is our third quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective, and see how… Read More »2015 Q3 Market Review: China Dominates the Headlines and Rate Increases get Deferred
Earlier this year, I shared an announcement regarding Sheryl Garrett’s work on the fiduciary standard. You may remember that she testified in Washington, DC and that President Obama quoted her summary on the topic. Since then, if you did not know, the Department of Labor has proposed a… Read More »Supporting the Fiduciary Standard: You Can Help, too!