News Argentina and the Frog Posted on June 23, 2017 By Matt Like many classic fables, the story of the frog and the scorpion can be traced back to many cultures, each with their own twist. Aesop’s version is here. A scorpion and a frog meet on the bank of a stream and the scorpion asks the frog to carry him across… Read more
News It’s a Major Award! Posted on June 22, 2017 By Matt Walk into certain advisors’ offices and you’ll see plaques lining the walls with titles like ‘Chairman’s Roundtable’ . Have they been honored for their investment prowess? Perhaps their trustworthy nature? It certainly sounds important – like a major award. In reality, it’s a sales award. That’s not something you’d generally… Read more
Due Diligence Outsourcing to an Absentee Investment Committee Posted on June 13, 2017 By Matt They say there’s no such thing as a stupid question. They are wrong. Ask stupid questions, get stupid answers. The Let Me Google That For You website is the perfect passive-aggressive answer to many stupid questions. Rather than simply answering the question, LMGTFY provides a link that walks through the… Read more
Investing This Weekend’s Fiduciary Test Posted on June 12, 2017 By Matt The first phase of the Department of Labor’s fiduciary rule went into effect on Friday. This is the rule that mandates that your financial advisor must act in your best interest. The whole thing doesn’t go live until 2018, but it will be interesting to see who makes what kinds… Read more