Broker Check

Blog

Saturday, August 18, 2018

Our community woke to the sound of a strange alarm coming from cellphones. As my eyes adjusted to the small screen I slowly deciphered a message no one wants to receive... "Emergency Alert! Mandatory evacuations due to Carr Fire..."...

 

Saturday, August 4, 2018

https://youtu.be/lDSp_LwZhVk

 

Thursday, May 17, 2018

Technology enables financial advisors to emulate portfolio management services provided by top tier institutions, but can an individual advisor truly replicate the same level of service? Financial advisors provide a variety of services...

 

Thursday, May 17, 2018

Dalbar Inc. is widely considered the gold standard in financial services research. Of particular import is their annual Qualitative Analysis of Investor Behavior (QAIB) which monitors the gap between leading indicators of investment...

 

Thursday, May 17, 2018

How to Cut Costs and Reduce Performance The media is awash with the revelation that professional investment advice is the single greatest threat to personal wealth. Social media and financial comment boards are flooded with eager...

 

Show All

Thursday, May 17, 2018

It is common sense to assume that fund fees and expenses affect investment performance, but few retirement plan participants realize their default investment options can carry a hidden price tag that would shock and even outrage...