Investment Consulting

Potential Changes in Fiduciary Standard of Care Laws

Since 2016, there has been proposed legislation to increase the standard of care and regulation for financial advisors. Justin Sanderson provides an update on potential fiduciary laws, and explains what they could mean to the industry and our firm.

Understanding Fiduciary Care and Why It’s Important For Your Wealth

Would you be surprised to learn that less than 12% of financial advisors put their clients’ interests first at all times? Learn what acting as a fiduciary entails, and why it’s the approach Sanderson takes in our client relationships.

Investment Review for Third Quarter 2018

John Gullo provides a comprehensive investment review of third quarter 2018, including financial market updates, asset class returns, emerging economies, interest rates, and more.

Investment Review for Second Quarter 2018

John Gullo provides a comprehensive investment review of second quarter 2018, including financial market updates, asset class returns, emerging economies, interest rates, and more.

Investment Review for First Quarter 2018

Examining the first quarter of 2018, John Gullo covers market volatility, economic growth, treasury bonds, a potential trade war and more.

Investment Review for Fourth Quarter 2017

Market volatility, a strong labor market, and governmental updates are just a few topics covered in the Fourth Quarter 2017 newsletter, prepared by John Gullo.