Videos

Post Archive

Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.

Read More

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 More

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…

Read More

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…

Read More

How 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 More