The questions I am getting from clients now are focused almost entirely on three specific things: (1) the equity market is at an all-time high and coming off a big... read more →
From January 4th, the S&P 500 has fallen close to 10%. A monthly decline of this magnitude has occurred 15 times in the last 50 years; and of those 15... read more →
The American population continues to age, and more and more baby boomers are entering their twilight years. Every day, 10,000 Americans reach retirement age; and baby boomers are retiring with... read more →
Our Chief Compliance Officer has put together a summary of the fiduciary advice exemption PTE 2020-02 for our own Wealth Managers. PTE 2020-02 provides an exemption from the prohibited transaction... read more →
The blue line, green line, purple line, and red line below all say that midterm election years get more and more bumpy the closer we get to casting our collective... read more →
I have four predictions for 2022 – here goes: The Fed is going to raise interest rates. Maybe the most meaningless prediction in the history of prediction because the Fed has... read more →
Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us today to discuss their recently authored peer-reviewed white paper for... read more →
Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this... read more →
Mergers and acquisitions are a hot topic in the trade press these days. What then are the causes and formative factors behind the increased M&A activity being seen in the... read more →
Despite advisor’s best efforts to the contrary, many amateur investors insist on trying some variation of “timing the market” philosophy to guide their investment activity. The myth is that if... read more →