The year just completed saw strong stock market returns, particularly for growth stocks.  One of the reasons for the strong… read more

The stock markets around the world continued to quietly churn higher in the 3rd quarter.  Somewhere, the phrase “the most… read more

Unpopular and Underperforming Funds? – Strange Decision This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more

The Fiduciary Rule First off, helping people with their financial affairs as a fiduciary is nothing new.  It simply means… read more

Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more

 “Our approach to cross-sell is needs-based as some customers will benefit from more products, and some may need fewer.” — Wells… read more

The English band The Clash had no idea in 1981 how prescient the title to their #1 single would be… read more

The first quarter of this year was one of unexpected outcomes on several fronts in financial markets.  Despite the overwhelming… read more

There was plenty to worry about in the past year as well as the opening of 2016.  It is easy… read more

It’s deja vu all over again. – Yogi Berra As we look back at the third quarter of 2015 and… read more