facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


Negative & Exclusionary Screening Thumbnail

Negative & Exclusionary Screening

Negative screening (or exclusionary screening) is the process of screening specific assets out of an investment universe or strategy. Implementing these screens is called divesting and results in divestment.

Read More
GDP: Q2 2018 Thumbnail

GDP: Q2 2018

We have received several questions recently about the US economy in light of the "trade wars" and whether it is headed for a recession. GDP data for Q2 2018 was released this morning and it reaffirmed that there is no economic slowdown in sight.

Read More
NFP: July 2018 Thumbnail

NFP: July 2018

The monthly Non-Farm Payroll (NFP) or "jobs report" was released this morning and showed an increase of 157,000 jobs in July. The headline number was below expectations and wages were stagnant, but past months' numbers were revised up and the report commentary indicates that demand for employees is still strong.

Read More
Best Practices: Professional Conduct Standards Thumbnail

Best Practices: Professional Conduct Standards

Best Practices are professional conduct standards that outline what the Board believes fiduciary advisors should do for clients. Here, each Best Practice is listed and described in italics below it. The practices seek to uphold a high standard of transparent and objective advice

Read More