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3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

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Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more

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4 Reasons Why Oil Won’t Rise Over the Short Term

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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What if You Could Cash Out of Your Business and Maintain Ownership?

By Scott Ford for Home Business Magazine Online – May 10, 2016

Is your business your largest asset? A 2014 CNBC study revealed that most small business owners have 70% of their wealth invested in their businesses, with 20% of owners having over 80% tied up in their firm. What if you could take considerable cash from your business to live your life the way you want to now, instead of waiting for retirement? Read more

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3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

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Is the Bond Market in a Bubble?

Bonds have been on a 34-year bullish run, but that may come to an end soon.

With the stock market in its sixth year of a bull market and hitting all-time highs, many investors are looking for vulnerable areas that may be susceptible for a pullback, or what I like to call a “bubble watch.” Read more

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5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment products mirror the overall market, providing very little differentiation. Read more

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Is Your Financial Advisor a Fiduciary?

President Barack Obama’s recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client’s needs before their own. That’s right. Your advisor may not have your best interests in mind. Read more

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The Mutual Fund Fees We Don’t Talk About

Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Other hidden fees can more than triple this explicit expense. Read more

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Great by Choice: Why Certain Companies and Their Leaders Excel

Jim Collins, author of “Good to Great,” also wrote “Great by Choice,” a book based on relevant and meaningful research on why companies and leaders excel. In “Great by Choice,” Collins argues that in times of uncertainty, those who succeed are those who take success into their own hands. Read more