A recent SEC overhaul has downplayed rather than strengthened the significance of fiduciary with a new industry standard, paradoxically called “Regulation Best Interest.” It has become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not.
The current low interest rate environment has many investors reaching for yield by moving into longer-term, lower-quality bonds. But the fruits of that decision might not be as sweet as expected. Consider these 3 factors.
Your investment portfolio is no doubt an important driver of achieving your overall financial plan. If you're anything like me, you want your investment portfolio to be as high-achieving as you are.
The stock market has offered a high average return historically, and it can be an important ally in helping investors reach their goals. Getting capital into stocks, whether gradually or all at once, puts the holder in position to reap the potential benefits.
It is natural to draw a connection between the administration in power and the influence they may have on markets. But predicting election results as a way to alter one’s portfolio is unlikely to result in reliable excess returns for investors.
Join us in celebrating with Kelly this important milestone in her career as we applaud her professionalism, admire her dedication and value her friendship.