Advisors Be Proud – You are Among the Lucky Ones

Knowledge is the most democratic source of power. Alvin Toffler Hey all you advisors out there we have been trying to contact, you should wake up proud, positive, and thankful…

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DOL Fiduciary Rule is the right idea using the wrong approach | Dan E. Hunt

Given that our firm is both an SEC-registered one, and that we also play in the ERISA (401k) space, we have lots of entities that can knock on our door,…

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Taking the Fog out of Fiduciary | Dan E. Hunt

What is a fiduciary? Is the Department of Labor acting in my best interest? Do I even need a fiduciary? In my humble opinion the Department of Labor telling the…

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From New Jobs Growth in the US to Geopolitical Uncertainty

U.S. stocks were flat for the holiday-shortened week as Friday’s lift from the June jobs report wasn’t quite enough to overcome geopolitical and monetary-policy jitters. Last week had a little…

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The Fed Funds Rate’s Future for Fixed Income

Stocks were mixed on the week as the Dow was higher, the S&P 500 was flat, and the NASDAQ was lower. Driving most of the market’s action was the Federal…

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Weekly Wrap Up – Week of March 13th

Stocks declined modestly on the week, breaking their six-week streak of gains. Energy stocks led decliners, following oil prices lower. However, the week ended on a positive note as a…

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