The Role of Fixed Income

Posted by:

bonds

 

Janet Yellen and the Fed have been front page news this summer. Anyone who is keeping even a casual eye on financial headlines is aware that fixed income returns have been a moving target. The overwhelming consensus was that the tightening cycle would begin in June and that interest rates would rise sooner rather than later. When the Fed ultimately acts will the yield curve steepen or flatten? When, by how much ...

Continue Reading →
0

Doing Due Diligence on Your Financial Advisor – Part III: Finding Right-Fitting Advice

Posted by:

Two Men Holding an Old-Fashioned Key

 

In the previous two Financial TIPs in our series, “Doing Due Diligence on Your Financial Advisor,” we offered some ideas on how to check out an advisor’s background, and why we would suggest that the first hurdle to overcome when selecting an advisor is to ensure his or her advice is of the highest, fiduciary standard. In this final ...

Continue Reading →
0

Doing Due Diligence on Your Financial Advisor – Part II: Fiduciary

Posted by:

financial advisor due diligence

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you about your financial well-being, right? Unfortunately, wrong. Financial advice is subject to a double legal standard: “fiduciary” versus “suitable” advice. Worse, it’s up to you to spot the differences between them, and to heed the quality of the ...

Continue Reading →
0

Doing the Due Diligence on Your Financial Advisor – Part 1: How do You Know?

Posted by:

advisor due diligence

It’s time to address a challenging subject: In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?
It’s a challenging subject for us and one that we take very seriously as we develop and expand on our firm’s own best practices. We believe it is even more challenging for investors. First, the stakes are ...

Continue Reading →
0

Forest for the Trees – Strategy #3: Controlling Costs

Posted by:

tree image

This is the third installment of our favorite “key” investment strategies series. In the first two we covered the importance of staying invested to earn market returns, while managing the risks involved. We’ll conclude with what may be the most obvious and powerful advice of all, even if it does not seem to receive the attention it deserves.

  1. Being present
  2. Managing for market risks
  3. Controlling costs

 Strategy #3: Controlling Costs

 

Don’t spend more ...

Continue Reading →
0