Category: The Market

Your Money

David Martin

Here, our Investment Policy Committee shares their thoughts on the Fed's upcoming rate decision and recent market volatility.

Categories: The Market

A Note From Jeff Ivory

Jeff Ivory

Last week equity market volatility was very frustrating for many investors, with major US indices’ trading wildly throughout the week. We have to remain disciplined and adhere to our risk management strategy more than ever. Therefore, we will continue our disciplined approach to risk management and reduce exposure if conditions continue to deteriorate and the markets fail to hold its recent gains with any authority. Here are Jeff Ivory's comments on the volatility we are experiencing how we are preparing for the end of year.

Categories: Industry Ideas, The Market

Your Money

David Martin

Last week we saw a rally in U.S. stocks and our indicators suggest that it could be fragile. Dave Martin shares his comments here.

Categories: 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