We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Have you ever hear of the term “Black Swan”? Most serious investors are at least familiar with the phrase made famous by Nassim Nicholas Taleb in his book "The Black Swan: The Impact of the Highly Improbable". For fun, here is some history.
The recent changes in the market can have some of us concerned, but should it?
Jeff recently found the best article on the Fiduciary Rule yet. Join him for a fresh take on a recurring topic...and maybe even a laugh!
Jeff recently found the best article on the Fiduciary Rule yet. Join him for a fresh take on a recurring topic...and maybe even a laugh!
Jeff discusses how some brokerage firms are trying to get away with adding “soft dollar” fees to the ETF market to make a quick dollar.
As the Holidays are now upon us, Jeff Ivory looks back at the year that was in 2016 and forward to 2017 in his year end letter.
We love blogging about the Fiduciary Standard here.. But look out! The Best Interest Contract Exemption is a little clause that could undue all of the good created by the new standard.
Jeff discusses two important factors when looking at your finances, returns, and performance.
Jeff speaks on the Wells Fargo scandal and reminds us this is not the first time a big bank has had ethical problems.
Jeff shares his thoughts on an interesting MarketWatch article