Date: August, 2015

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

Your Money

David Martin

Today the S&P 500 closed at a 2% loss. Between China, Greece, and the FOMC this has been an incredibly interesting year to be an investor. We want you to know how we are managing your money through this time and our portfolio manager, Dave Martin, shares his take on the market and your portfolios.

Categories: Industry Ideas

What we’re reading this week.

Thad Schlaud

I keep seeing articles about insider trading. Recently, in the Supreme Court’s ruling on Dirks they state that “Absent some personal gain, there has been no breach of duty to stockholders. And absent a breach by the insider, there is no derivative breach.” Which, I think, implies that as long as the insider doesn’t enjoy giving away secret, confidential information it’s ok.

Categories: Industry Ideas