Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, the former associate… read more

There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more

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 Decisions 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. —… read more

Should I Stay or Should I Go The English band The Clash had no idea in 1981 how prescient the… read more

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