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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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Are stocks overvalued?

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: Are stocks overvalued? There are many methods of measuring how expensive the stock market is, but the most prominent is something called the P/E ratio, or…

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