Investment Advisor

The Fiduciary Standard: What It Means

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…

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Stock Market Performance During Election Years

There’s only so much a U.S. president can do to improve the performance of the stock market, but that doesn’t keep people from connecting the highs and lows with the person sitting in the Oval Office. Regardless of party, the markets have traditionally improved during election years. Eighteen of the 22 election years since 1928…

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