Quarterly Questions
Post Archive
Mutual Fund and Exchange-Traded Fund (ETF) Fees: How to take advantage of reduced fees in your portfolio
This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Mutual Fund and Exchange-Traded Fund (ETF) fees have dropped over the past few years. How have you adjusted my portfolio to take advantage of this? One of…
Read MoreWho is better for the stock market, Trump or Clinton?
This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: Who is better for the stock market, Trump or Clinton? Many investors would assume that a billionaire, businessman president would be great for the stock market. And…
Read MoreDepartment of Labor’s Fiduciary Rule: What does it mean for retirement accounts?
This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: The Department of Labor has new rules regarding advice for retirement accounts. How does this fiduciary rule affect my account (IRA, SEP, 401k), our relationship, and your business? The…
Read MoreHow the value of the dollar impacts investment portfolios
(This article has been updated as of 8/16/2018) This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: The dollar seems to drive so much, from the stock market to interest rates and oil prices. How am…
Read MoreHigher interest rates: How am I positioned with interest rate risk?
(This article has been updated as of 8/16/18) This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: In today’s market, many are concerned about higher interest rates. How am I currently positioned with interest rate risk?…
Read MoreHow are you protecting my information?
This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How are you protecting my information? Cyber criminals have a powerful arsenal of tools they can use to attack your identity and financial data. There are…
Read MoreHow much do you earn on my relationship?
This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How much do you earn on my relationship? In investing, you typically see some fees on your financial statement and trade confirmations, but there are normally…
Read MoreHow do my taxes factor into your advice?
This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How do my taxes factor into your advice? When is the last time your financial advisor reviewed your tax return? There is valuable information that can…
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