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Advisor Cheat Sheet – This Week’s Report

Here is this week’s Report. What’s in this week’s Report: ·       Weekly Economic Preview (there are now two key events to watch). ·       Post Brexit Market Outlook (Updated). Futures are modestly lower (down -.5%) thanks primarily to a Brexit hangover.  Nothing new happened over the weekend as the news was focused on Brexit reaction commentary.[…]

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Surviving the New Fiduciary Rules

If you’re a financial advisor, then you’re probably already well aware of the Labor Department’s new fiduciary rules. These rules will undoubtedly create a whole lot of change, not only in the way you do business, but also throughout the entire industry. The new rules are designed to replace the prior principle governing financial advisers,[…]