Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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“It’s all about (fiduciary) processes”

We want to thank everyone who came out to our Oct. 16 seminar, “Best Practices for Managing Fiduciary Risk,” with speaker Brad Campbell from Drinker Biddle & Reath. We hope that all attendees left with an increased understanding of fiduciary risk and responsibility associated with retirement plans. We also want to point out a terrific article… Continue reading →

Financial headlines: The Fed, elections, holiday spending, and more.

I returned to Fox Business “After the Bell,” to participate in a segment examining the latest financial headlines. I touched on a number of topics offering my perspective as both an investor and consumer. Elections and voter fraud affecting the market, a possible paid subscription model for YouTube and consumer sentiment were items that captured… Continue reading →

Jibber jabber – Are the Fed and ECB all talk?

Various members of the U.S. Federal Reserve and the European Central Bank (ECB) are probably hoarse from all the “jawboning” they’ve been doing. Each group has been busy managing interest rates in their respective domains by talking a good game, rather than actually playing a good game (i.e.; changing policy). Remarkably, the leaders of each… Continue reading →

The biggest industry shake-ups of 2014

CEO and top executive shake-ups at large corporations is always something that we keep an eye on. Whether it’s a dark horse candidate taking the helm, or an industry veteran heading out, these changes can be meaningful for the future of the company, and impactful from an investors’ standpoint. For example, let’s rewind to 2011… Continue reading →

Should ISIS and Ebola be a concern for investors?

During my latest Fox Business “After the Bell” segment, I discussed third-quarter results and outlook for specific stocks. In addition, I weighed in on recent global and national concerns. I offered that while ISIS and Ebola are outside the realm of investment news, the market will react accordingly. Click on the pictures below to view… Continue reading →

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