Tony Krance CFP®, MBA, AIF® Accreditied Investment Fiduciary®
Many of us do not realize or forgot what this day represents. It is our Declaration of Independence from the oppression of the British government. Our day of independence from ‘taxation without representation’. Those who signed this Declaration of Independence…
When investors look for actively managed funds they invariably look at past performance and choose the funds with the highest return. This is typical and the main reason the majority of investors DONOT earn at least the market rate of…
We are experiencing, among other things, some very tense and violent situations around the world right now. The global coronavirus with the resulting economic crisis. Over the last month, the protests surrounding the George Floyd death. Social injustice has been…
There is never a shortage of predictions on where the markets will go next. These predictions are typically based on current events. Who will win in Washington DC? What will happen tomorrow….next week….next month…..next year……? Will inflation take hold? Or…
First, we have been dealing with the coronavirus for nearly 3 months. Which includes a lockdown and the shutdown of our economy. Now we have riots all around the country. With all this upheaval, the equity markets should be crashing…right?…
For regular readers of my messages you will recognize this message from past years. I am repeating it for two reasons. One, it is a great message and two, I am a bit lazy this week. So, enjoy! As we…
The coronavirus continues to be hotly debated. Everyone is looking for answers. What we are getting are opinions and guesses. Because no one has a definitive answer. The Wisconsin Governor has tried to lock down the entire state for an…
Prior to the new fiduciary rule. The Wall Street bully brokerage firm would use their payout structure to their brokers to generate more trading. They would pay a higher fee for the stock portion of a clients portfolio. For example,…
When an adviser bases their recommendations on evidenced based investing. It requires them to build a globally diversified portfolio. To be clear, globally means to invest in equites and fixed income from across the globe. When dealing with a globally…
Well the COVID 19 crisis continues. When it will end, I do not know. In my opinion, the coronavirus will not go away. It will recur much like the flu. We will find ways to deal with it in the…
