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October 5, 2016
TINA is not the last winner of American Idol but an acronym used by some to explain the market’s resilience in the face of often conflicting economic data. TINA means “There is no alternative”. Given the current interest rate environment, many investors are putting their money where their mouths...
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September 14, 2016
Like many American families, when our kids were young we would sometimes create a funny poster to display from our vehicle’s rear window while traveling to various vacation destinations. One year it was Disneyworld or Bust! Another time, Navarre Beach or Bust! And then there was Graceland – no...
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August 25, 2016
Followers of our writings over the past few years know that we have been advising business executives who sponsor qualified retirement plans to pay closer attention if they want to avoid fiduciary liability. The pace of lawsuits is gaining momentum as plaintiff’s attorneys intensify their focus in...
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August 14, 2016
The ever expanding universe of mutual funds has grown so large it is almost beyond comprehension. Today, there are hundreds of fund companies offering thousands of mutual funds, all claiming that their team of experienced experts know something the rest of the experts have overlooked in their...
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July 27, 2016
Imagine you are taking a long-anticipated, well-deserved vacation. You researched the city and points of interest along the way that you want to visit, scoped out popular restaurants and the various activities you can’t wait to enjoy. You’ve read every guide book and Internet blog rating the best...
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July 8, 2016
That was the question Brits faced in their June 23rd voter referendum seeking an answer as to their desire to remain a member of the European Union (EU) or to leave. Global market volatility increased as we drew closer to the Brexit referendum with stocks gaining ground when polling sentiment was...