Category: News

Is your advisor a fiduciary?

Thad Schlaud

The fiduciary vs. suitability standard debate rages on and Jeff and I have a few thoughts to share. I plan on writing up a longer post on this topic in the future but until then here is an email Jeff recently sent to a client with a few of my thoughts.

Categories: Industry Ideas, News, The Market

What we’re reading this week

Thad Schlaud

China buys back stocks and Alcoa Splits. We also read all about Whistle-blower profiles. There is an article on the financial services company with a heart of gold and a very small firm tried to buy Barnes and Noble. Check out what we're reading this week.

Categories: Industry Ideas, News

Your Money

David Martin

This week we increased our broad market exposure across all active models. Here, our Chief Portfolio Manager Dave Martin shares his thoughts.

Categories: News, The Market

A Note From Jeff Ivory

Jeff Ivory

We have been through a lot of change this year and our time in transition is coming to an end. In this note, Jeff shares an update on the firm's growth, new staff, and where to find us on social media.

Categories: Gainplan Facts, News

What we’re reading this week

Thad Schlaud

This is a light week of reading due to labor day. As I type this up my wife is making homemade apple pies in preparation for an outdoor barbeque. This week hedge fund life imitates art, restaurants take a deep a dive into sauce development, more China, and hedge funds again.

Categories: Industry Ideas, News, The Market