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…

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Who 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…

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Department 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…

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How the value of the dollar impacts investment portfolios

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 I exposed in my portfolio? The dollar has…

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How 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…

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How 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…

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How 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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