Quarterly Market Review 2012-Q1
For those interested in more detailed information about capital markets we are proud to feature our Quarterly Market Review for the 1st quarter of 2012. This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter...
Read MoreBrokers vs. Fiduciaries
In the ongoing debate about the fiduciary standard, it continues to be difficult explaining to the public just what fiduciary is and means, and how there’s a difference between brokers who sell products and fiduciaries who give advice. In a recent video, Elliot S. Weissbluth, the CEO of HighTower, illustrates the point by comparing butchers who sell meat to dieticians who give advice about what to eat; you wouldn’t expect your butcher to give objective dietary advice, and by...
Read MoreA Holistic Approach to Wealth Management
Wealth management is not a new term. Most people have heard about this concept but are unclear what exactly it encompasses. So we ask, “What separates a wealth manager from an investment advisor?” If you’re unsure how to answer this then you are certainly not alone. In fact, a recent study by leading consulting firm, CEG Worldwide, concluded that out of almost 2,100 so-called wealth management firms across the country only 7% were truly engaging in actual wealth management. The rest were...
Read MoreWhat’s an RIA? Why Should You Care?
A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. Why might an independent RIA be a good choice for an investor?Many independent RIAs work with complex portfolios and address unique needs that require a highly customized level of investment management strategy and consultation. Many independent RIAs are owned by the individual advisors who run them. RIA firms have a fiduciary duty to act in...
Read MoreJeremy in the Philadelphia Inquirer
Recently, Philadelphia Inquirer columnist Erin Arvedlund interviewed Jeremy Brenn to learn more about the role of corporate bonds in building a suitable investment portfolio. Excerpt: “Jeremy Brenn of Sensenig Capital Advisors in Fairview Village, Pa., says his firm mostly advises clients to buy bond funds like DFA Two-Year Global Fixed Income Portfolio (DFGFX), with a low, 0.18 percent fee annually. The fund typically keeps maturities very short and credit quality high so as not to...
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