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Insights

Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • April 19, 2019

    Q1 2019 Market Review

    This year’s first quarter is promising, with investments bouncing back from 2018’s gloomy end, and the good news that there’s no interest rate hike in sight from the Fed. Read More

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • April 19, 2019

    What We're Reading This Week

    Join us this week as we take a dive into Merrill Lynch's play for both younger employees and younger clients. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • February 12, 2019

    What We're Reading This Week

    This week we’re reading about clients being overcharged in mutual funds and the SEC’s push to settle these claims. Also, the surprising stuff happening in Venezuela at one of the largest oil refineries. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • January 10, 2019

    Goodbye 2018, Hello 2019

    Read on for a look back at last year’s market, and a glimpse into 2019. Is the market headed for collapse? Read More

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • December 24, 2018

    What We're Reading This Week

    This week we’re reading about index funds and their role in the market. Surprisingly, we’re not reading much about bitcoin, which is a good thing. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

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