How Do I Choose The Right Advisor?

Last year, we posted a blog that talked about a Broker vs. Fiduciary (fee only independent advisor). There was a video that we posted along with it that explains these differences by comparing them to a Butcher vs. Dietician. The more we had this conversation with our clients and prospective clients, the more we realized.. read more →

Are We There Yet?

Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have now hit another period of volatility and decline. Investors are like passengers in the back.. read more →

Investors-Be Alert, Invest Wisely

Last year, as the sock market was recovering from the financial collapse, the stock market was rocked by one of the largest investment scams of all time. Bernard Madoff, a former chairman of NASDAQ, was convicted of stealing billions from investors through his New York based investment firm. Both the retail public and supposedly sophisticated.. read more →

Schwab Yield Plus Update

Recently the Charles Schwab Corporation received a Wells notice from the Securities and Exchange Commission (SEC) relating to the Schwab Yield Plus Bond Fund and another bond fund under its fund company management. A Wells notice signifies it is the SEC’s intent to recommend civil enforcement action for possible violations of securities laws at these.. read more →