As investment advisors, it's a question we hear ALL THE TIME, but it's really a difficult question to answer. Friends, family, casual acquaintances nonchalantly ask "so how's the market doing?" all the time. It's really just a conversation starter, but at the core of...
How is it that Africa is home to some of the world's largest mammals, while Australia can't claim any larger than the 100-pound kangaroo? As Jared Diamond explains in his book, Guns, Germs, and Steel, one explanation is coevolution. Coevolution refers to the...
Goals -- just how hard is it to hit a goal? The California Public Employees' Retirement System (CalPERS) -- the largest public pension fund in the United States -- has $360 billion in assets. However, CalPERS happens to also be underfunded by an estimated $150...
As of this writing the New York Mets are 18-17, one game above .500. If you were to tell a group of Mets fans before this season started, “After 35 games, the Mets will be 18-17, right around .500”, they would most likely be satisfied with that. However, let’s snap...
Anytime there are moves, up or down, in the stock market, people NEED a reason WHY it happened. This time people are pointing to a trade war, or comments made by the President. Some people say it has to do with interest rates. Others say we just needed to cool off...
The Fiduciary Rule, proposed by the Department of Labor (DOL) several years ago, and signed into law in April 2016 may be meeting a dead-end. And the Rule may be snuffed out before most individual investors even learned about it. But individuals ought to get an...
Last night, I drafted my fantasy baseball team. This can only mean one thing: MLB Opening Day is upon us. One thing I don't have to worry about, that real baseball managers must consider, is filling out a lineup card. Is it too much pressure to hit the rookie leadoff?...
Have you ever heard the saying “all good things come to an end?” Recently, two professional sports franchises had that happen to them. The Minnesota Vikings have recently parted ways with quarterback Teddy Bridgewater. Bridgewater was the Vikings first round draft...
We recently received an email from a friend of the firm and they asked, "While I am not a believer in the bitcoin currency, I keep hearing it getting pushed more and more upon us on websites like DC Forecasts - Crypto News. I have a good number of friends at work who...
Should acting in the client's best interest be a requirement of all brokers and advisors? This topic stresses that individuals realize the differences between brokers and advisory firms, and the differences between "financial advisors" and "investment advisors." There...
