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Is Your Advisor a Fiduciary?

FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s start by understanding what it […]

Taylor Drake, CFA, CPWA® | April 5, 2017

Driving in the Rear View Mirror

Know Your Biases Series Admit it.  We all do it.  Woulda, coulda, shoulda.  We all beat ourselves up over the fact that we should have seen it coming.  Somehow we knew that the market was going to go (up, down, sideways) and just didn’t take action.  It’s what researchers call Hindsight Bias – the belief […]

Taylor Drake, CFA, CPWA® | November 17, 2015

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