by admin | Jun 13, 2016 | Blog, Newsletters
The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients when they recommended investments. Making this claim allowed them to... 
by admin | Sep 21, 2015 | Newsletters
Market Volatility – What the Market Timers Think by Micah Porter Financial markets have continued to be volatile over the last few weeks. Whenever that happens, my inbox is overrun with breathless stories in the financial press along with offers from fund... by admin | Apr 1, 2015 | Newsletters
What’s In a Plan: Key Plan Characteristics Micah Porter, CFA, CFP® Nearly every client engagement we have begins with a financial plan. Although the plan addresses a number of issues, from estate plan to tax to portfolio design, the core piece of the plan is... by admin | Sep 19, 2011 | Newsletters
The weather has turned pleasant here in Atlanta in the last week or so, and that has coincided with the beginning of what may be a systematic approach to European debt problems. Still, as with most political issues, the ultimate outcome is uncertain. While that... by admin | May 15, 2011 | Newsletters
Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of the issues being addressed was whether there should be...