Make sure your financial advisor and their firm accurately reflect your risk tolerance. With recent volatility and an 800 point market drop in the immediate aftermath of Brexit, just a few weeks later and it looks like nothing but a blip on the radar screen. Since the Brexit vote results were announced, we saw an …
Markets Hit Record Highs, But How Confident Are You Read More »
The British have spoken: Brits want the United Kingdom to leave the European Union, commonly known as Brexit, and global markets have been rattled since the announcement. In addition to the extreme market volatility, Prime Minister David Cameron announced his resignation; Scotland is making noise that it may revisit its independence, and what’s next. Nobody …
Professionals that invest your retirement money will soon have to do so with your best interests in mind. Last month, three professors released working papers related to licensed financial professionals noting among other things that might be very disconcerting is that five of the ten counties in the United States with the highest percentages of …
Stockbroker Complaints: Oppenheimer Roster of Brokers Read More »
Although USA Today and other media channels have taken a liking to this phrase to describe the market conditions, there does not appear to be support for the idea. Rather, the author’s research in the attached article reflects something very different, that our economy is just coming off one of the longest sustained period of …
Stop Calling This The ‘Most Hated Bull Market in History’ Read More »
U.S. financial advisors will now be required to put their clients best interests before their own profits. This is a new law known as the Department of Labor’s (DOL’s) fiduciary rule or fiduciary standard. FINRA is now holding this standard. Prior to this rule, financial advisors were not required to put their clients’ financial interests …
Fiduciary Rule Equalizes System For Clients, Financial Advisors Read More »
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