Jun 27, 2016 | Economics, Investing, Legislative, Markets
Last week’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will...
Mar 31, 2015 | Investing, Markets
Investment returns during 2014 diverged greatly, as any investor that diversified away from U.S. large cap stocks was left disappointed. While the S&P 500 returned almost 13.7%, the MSCI EAFE was negative at -4.5%. This means a global investor would have earned...
Feb 25, 2015 | Investing, Legislative, Retirement Plans
In a speech on Monday at AARP in Washington D.C., President Obama gave the go ahead to the DOL on the redrafting of the “fiduciary rule” that would subject brokers to higher investment advice standards. Later that day, the DOL sent its “conflicts of interest” proposal...
