Call us toll free: 888 332 2238
  • New Fiduciary Rule for Brokers

    John Gorlow | Apr 17, 2016
    FiduciaryA Win for Consumers

    In any other industry, requiring professionals to act in the best interests of their clients might seem like a no-brainer. But this is the financial industry we’re talking about.

    In early April, the Department of Labor announced new rules requiring financial professionals to adopt a fiduciary standard, placing client interests ahead of their own. This could be a game-changer
    Read More
  • Quarterly Market Review: April 16, 2016

    John Gorlow | Apr 17, 2016

    No one was happy with Q1 market performance. But for investors who trusted their money to active management, the pain was considerably worse.

     Learn what happened, and why money is now pouring into passively invested strategies. Let's start with the numbers. 

    Read More

    John Gorlow | Mar 08, 2016


    Market turbulence, negative interest rates, and the specter of currency wars have unsettled investors. What does it all portend? 

    Read More
  • S&P 500 DROPS 5.5% IN JANUARY

    John Gorlow | Feb 22, 2016


    The new year grabbed our attention with steep market losses, with the S&P 500 marking its worst January in history (down -7.93% between Jan 4 and 15). What can one month tell us about the year ahead? 

    Read More
  • Quarterly Market Review: Jan 12, 2016

    John Gorlow | Jan 12, 2016

    86071179Everything aligned in 2015, and not in a good way. Here we present Q4 numbers and our tried-and-true advice for a portfolio that works in any kind of investment weather. 

    Read More
  • Behind the Fed’s Interest Rate Hike

    John Gorlow | Dec 20, 2015

    Reading the Tea Leaves: 

    Janet Yellen cautiously raised rates, and Wall Street took it in stride. The markets are signaling that low rates could persist for years to come.

    Read More
  • November Markets Reflect Global Anxiety

    John Gorlow | Dec 09, 2015

    Anxiety. Uncertainty. Tension. Deadly terrorist attacks. And a dire situation in Syria with no end in sight. 2015 has been a volatile year and November was a particularly volatile month. 

    Little surprise that the markets reflect our global unease, off 1% at the end of the month and with many segments in the red for the year as a whole.
    Read More
  • Innovative ETFs Mask Hidden Risks

    John Gorlow | Dec 09, 2015

    eyesInnovation fuels the investment industry with a steady stream of new products. And yet many of these products are unproven, with hidden risks and consequences that even seasoned investors can’t foresee. Here we take a closer look at one of the industry’s greatest innovations of the 21st century—Exchange Traded Funds, or “ETFs”—now grown into a multi-trillion dollar marketplace. Does this much-touted product serve your best interests? Read on. 

    Read More
  • Market Update: Nov 6, 2015

    John Gorlow | Nov 06, 2015

    A rewarding month following Q3 turbulence. 

    Whew! You could almost hear the sigh of relief as stocks climbed sharply in October.

    Take a look at the numbers. 

    Read More
  • Is Tax Loss Harvesting Right For You?

    John Gorlow | Nov 06, 2015

    This appealing strategy has pitfalls, too

    Who doesn’t want to reduce their tax bill? At the end of the year, one popular tactic is tax loss harvesting, a strategy of selling stocks, mutual funds, exchange-traded funds and other investments that are worth less than what one paid for them. The idea is to use losses to offset realized capital gains on other investments. On the surface, tax loss harvesting seems attractive, but is it a good fit for the long-term investor? It depends.

    Read More