This week we look at the Amazon acquisition of Whole Foods, the use, or lack thereof, of Bitcoin, and shareholder voting rights.
Author: Thad Schlaud
Are robotic “assistants” in store for brokers? Is the banking culture getting more relaxed? Find out in this week's blog!
This week we look at passive versus active investing, and is there a strong argument for using inefficiencies to beat market prices?
This week we review some bad news for compliance officers after a recent civil suit involving wire fraud and a new trend of companies ditching the open office space concept. Check out our latest blog for details!
This is what happens when investment bankers are more interested in profits than their customers.
This week, Thad Schlaud reviews the previously SEC-approved quadruple leveraged ETF and the true reason 401(k) accounts are growing nationwide. These are insights you will not want to miss!
What do loan applications, pies, Teddy Roosevelt, and Minotaurs have in common? Well, you will have to check out Thad Schlaud's latest blog to find out!
You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!
While ETFs are most commonly utilized to reduce an investor’s risk through diversification, there are newly SEC-approved ETFs that look to take on four times the risk of a normal Exchange-Traded Fund. Join Thad Schlaud this week as he dives into two very different aspects of ETFs and what this could mean for investors moving forward.
Jeff Ivory and Thad Schlaud are always on the lookout for good financial articles, especially as they pertain to fiduciaries. Unfortunately, they are usually disappointed, but nonetheless they are always looking. This week, Thad actually received an intriguing article from a client that sparked his interest; although there are a few adjustments he would like to make. Take a look!