Some things are easy to measure, like the internal costs of a mutual fund or exchange traded fund (ETF) or how much we spend in commissions at our custodian to…
…relationship. Our fees are clearly communicated to prospects before they hire us, and provided every quarter when we send out their statements. Simple. Easy. Transparent. I met with a prospect…
…scenarios last month and one of them included an 18-month period of negative interest rates. The Fed isn’t saying that this is coming, but they are clearly wondering whether banks…
…you’re comfortable with the prices the manager and third party are using. In a real estate fund, the assets are usually only valued once per year, unlike the continuous public…
…months. Industrial commodities like copper and aluminum also started selling off in recent months, well before the concerns about protectionism and a possible trade war hit. This week, macro matters…
…and announced new facilities to support credit markets. The Fed had recently committed to buying $500 billion in Treasury bonds and $200 billion in mortgage-backed securities, and said that it…
…people I talked to said I should get simple level-premium term insurance, meaning the insurance premium would stay constant for 20 years (I could have picked other terms, but that…
…For all of these reasons, there has been much ink spilled about a coming recession since the yield curve became inverted in July 2022. Yet, nearly two years later, the…
…structure our company as a Registered Investment Advisor and accept the accompanying fiduciary responsibility that requires us to put client’s interests first. We value our clients’ objectives. We often preach…
…Compliance Professional (IACCP) Clients & Assets Assets Under Management as of 12/31/23: Private Client: $1.84 billion Institutional: $108.4 million Retirement Plans: $452 million Total: $2.40 billion Minimum Relationship: $1 million…
