Category Archives: Commentary

Views on market and economic conditions

The Fiduciary Debate: Does Your Advisor Act in Your Best Interest?

Part of the recently signed financial reform bill addresses the fiduciary standard and how it applies to financial advisors. Currently, Registered Investment Adviser (RIA) firms (like Brooks, Hughes & Jones) are obligated to act as a fiduciary. This means we … Continue reading

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The silent tax on your savings

Personal savings has risen significantly over the past couple years but the reward for saving is missing. With the Federal Reserve keeping interest rates as low as possible, banks have had little incentive to pay interest on savings accounts, money market … Continue reading

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Perils of the 401k

Long before the bear market from October 2007 to March 2009, employer retirement plans such as the  401k and 403b, left a lot of investors unfulfilled and disillusioned. The Pension Protection Act of 2006 was meant to improve these plans … Continue reading

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Russell Investments, 18 months from “best” to a mess

As we close 2009, you likely have already seen some decade reviews, best-of lists, worst-of lists, and the like. Here is our perspective on the startling transformation of Russell Investments from the best-of category to something not so worthy of recognition over … Continue reading

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Meet your new partner — Uncle Sam

In the past, many entrepreneurs have worried that the government could regulate their ideas or actions so much that it wouldn’t make sense for them to take the financial and emotional risks to create or build a business.  They were … Continue reading

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