Dear Lucy, We Really Thought We Could Trust You This Time We all remember the comic strip Peanuts where Lucy Van Pelt convinces Charlie Brown to trust that she would […]
It’s been a while, just hold tight
As 2015 has been one of the least volatile years in recent history, we have been anticipating a market correction for some time. In fact, volatility has been near the […]
Market Commentary | July 2015
Increased Potential for Mergers & Acquistions this Year Merger and acquisition (M&A) activity of publicly traded companies has increased significantly in the last year, hitting an eight-year high, according to […]
President Endorses Fiduciary Standard
During a recent AARP event, President Barack Obama backed new rules requiring investment advisors to put their clients’ interest ahead of their own. By endorsing a fiduciary standard for 401(k) […]
Market Commentary | Quarter 4 | 2014
Oil Prices Headed in the Right Direction! Since late June 2014, the price of a barrel of oil has declined from $107 down to a low in December of $52 […]
BlackRock to Replace PIMCO in Models
As an update to our announcement earlier this Fall, we have now completed our search of bond fund managers to replace PIMCO Total Return Bond Fund. After interviews with four […]
Market Commentary | Quarter 3 | 2014
The Practiced Science of Patience in Forecasting Just as the sun rises in the East and sets in the West, the stock market will advance and decline, but it has […]
How does Gross’s departure from PIMCO affect you??
You have likely heard or read recently that PIMCO founder Bill Gross has left the company. While the fund will likely see large outflows, we think this will have minimal […]
“Lost in Translation” – International Investing by Vanguard
Thank you to all who were able to join us for the speaker luncheon by Vanguard. We hope that you picked up some interesting facts about investing in the international […]
Market Commentary – December 31, 2013
Click here to view our Fourth Quarter Market Commentary.
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