Preparing for a Year-End Rally: Portfolio Adjustments
This month we decided to increase our market exposure, here's why
Date: October, 2015
Millennials, Marketing, and Modern Investing
This week we look at Blackrock's new millennial investment platform, Stash. We also look at the debt ceiling, along with holiday season trends and a glimpse into the world of politics.
Suitability vs. Fiduciary: What You Need to Know
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.