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Politics

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3Q16 CIO Commentary

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3Q16 CIO Commentary

Quarterly recap, election edition. We recap the 3rd quarter, including:

 — the issues that face Europe are many
 — the US election is looking a lot like the UK's EU referendum did one month out
 — expect a 7.5% return from this market? Think again. We have.

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1Q16 CIO Commentary

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1Q16 CIO Commentary

We recap 1Q16, including:

 — the spread of negative interest rates
 — the downside risk from upcoming UK & US votes
 — VMNFX named Morningstar Alternative Fund of the Year
 — the case for Euro equities and the case against fixed income

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Forced Conscientiousness

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Forced Conscientiousness

Broker-dealers and insurance companies will soon be forced to act in the best interests of their clients by the Department of Labor. The new laws only apply to retirement accounts, however. Buyer beware continues to be the name of the game when it comes to taxable accounts advised by broker-dealers and insurance companies. RIAs, like AlphaGlider, have always had to act in the best interests of their clients with any type of account.