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Is Financial Engines right for you?
Dear Mr. Market: If you were asked to list two or three of the largest Registered Investment Advisory (RIA) firms in the country which ones would come to mind first? You’d definitely hear many of the...
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Does Ann Wagner or any politician really have your back?
Dear Mr. Market: We don’t typically venture into topics that involve politics as they can be polarizing to say the least. Everyone can think of an individual they know that is always more than willing...
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Financial legislation that finally benefits YOU!
Dear Mr. Market: Recently the Department of Labor announced new legislation that will have a profound impact on the financial services industry. What is refreshing is that the focus is on the...
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Who does Mr. Market vote for…Donald Trump or Hillary Clinton?
Dear Mr. Market: How dare we put you on the spot like this?!? What an awful question! How will you (the stock market) react if Trump wins or if Hillary wins? By the way…as an aside….a great client of...
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Happy Halloween: What Costume Is Your Financial Advisor Wearing?
Dear Mr. Market: Tonight is Game 6 of the World Series but it’s also Halloween. What are your plans? Will you be glued to the television or handing out candy to little ghosts and goblins? Since Mr....
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Happy (Financial) Independence Day!
Dear Mr. Market: Apologies in advance for our clickbait headline. We usually aim to talk financial shop in our letters to you…but today is not about the stock market. Today, July 4th, is about...
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Making Financial Decisions After the Loss of a Spouse
Dear Mr. Market: Our letters to you typically center around the stock market, the economy, and related investment topics. At the end of the day, however, what is wealth (the accumulation, growth, and...
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Top 3 “Less is More” Hurricane Florence Stocks
Dear Mr. Market: We don’t make it a regular practice to be ambulance chasers every time there is a tragedy or natural disaster. That being said, almost every major event (whether it’s considered good...
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Social Security Scam Alert
Dear Mr. Market: We normally pen all of our articles (letters) to you but in this case the work was already done. This one has nothing to do with the stock market or economy but everything to do with...
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Annuities aren’t the only thing Ken Fisher is concerned about…
Dear Mr. Market: If you follow financial news at all, you have likely been paying attention to the controversy surrounding Ken Fisher. Ken leads a firm with over $100 billion in assets under...
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