Financial Planning
In a prior issue of the Navigator (Fall 2016), we delved into the complex and controversial world of variable annuities. In this Navigator, we tackle the somewhat simpler and less controversial but still very important topic of fixed annuities. Read …
Quarterly Commentary
This is an upsetting event to all of us here at United… I apologize for having to re-accommodate these customers.” – Oscar Munoz CEO of United Continental Airlines Dear Client, After refusing to give up his properly assigned airplane seat …
Financial Planning
By now, we expect that nearly all of our clients are aware of the recently-announced data breach at Equifax, in which the sensitive personal information of 143 million Americans was stolen by hackers. The data breach of a major credit …
Investing and Markets
I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me. But that’s hurting—that will hurt ultimately. Look, there’s some very good things about a strong dollar, but usually speaking the best …
Newsroom
Financial Planning
To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology.
