Archive for the 'Newsletters' Category

What is Bitcoin?

3rd Quarter Newsletter 2017

Posted on October 5th, 2017 · Posted in Newsletters

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

2nd Quarter Newsletter 2017

Posted on July 25th, 2017 · Posted in Newsletters

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

New Exemption for the Fiduciary Rule

Posted on April 25th, 2017 · Posted in Newsletters

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

Knowledge and Wisdom

Posted on January 25th, 2017 · Posted in Newsletters

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

The Art of the Cross Sell

Posted on October 25th, 2016 · Posted in Newsletters

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

Should I Stay or Should I Go?

Posted on July 25th, 2016 · Posted in Newsletters

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

The Department of Labor’s New Fiduciary Rule

Posted on April 25th, 2016 · Posted in Newsletters

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

A Year of Good News

Posted on January 25th, 2016 · Posted in Newsletters

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

Growth vs Value; Who’s Winning?

Posted on October 25th, 2015 · Posted in Newsletters

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

Uncertainty in the Markets

Posted on July 25th, 2015 · Posted in Newsletters

In our 2011 year end newsletter, we focused on the unfolding Greek tragedy that now appears to be in its… read more