There has been big news in the financial services world as the Final Fiduciary Rule is being modified and expanded.
Jim is a founding board member of the Financial Education Foundation (FEF), which was created to fill the need for financial education in Anne Arundel County. The Foundation is committed to providing individuals with up to date quality information they can use to create a stable financial future for themselves and their family.
Take a look below at our review of the markets for the quarter ended March 31, 2016 or download it here.
“A big challenge for an advisor is to help clients understand that this was a normal outcome and that, ‘No, we don’t need to adjust our portfolio because this quarter it went down. This was in the range of perfectly reasonable outcomes.’”
We're so thankful to be a partner of Dimensional Funds. Watch the video below to find out why.
The market events of January 2016 raised investor questions and provides us an opportunity to examine these important questions as well as the fundamental principles of investing in capital markets.
2016 has begun, but that doesn't mean we can't take a look back at how the market performed in the 4th quarter of 2015.