Category: The Market

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

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

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

Your Money

David Martin

Our portfolio manager Dave Martin provides a recap of our movements in the market this week. We are watching our indicators very carefully and staying defensive.

Categories: Industry Ideas, The Market