The Trump Effect

The wheels have been put in motion to delay the fiduciary rule. The delay is not unexpected, as it’s been a wild ride since President Trump was elected and took office. The stock market has rallied in anticipation of “Trumponomics” (the President’s campaign promises to stimulate the economy) and has generally

Post Brexit Market Outlook

July 18, 2016 in Economic Analysis
Predicting market performance for the remainder of 2016 is indeed a challenge.   Fiducia Group recently hosted an education breakfast featuring economist  John Tousley from Goldman Sachs.  John pulled out his crystal ball and presented his views of the economy and financial markets for the remainder of 2016.  Here are few key

Fiduciary Fuss

March 11, 2016 in Fiduciary Responsibility
Fiduciary rule will change the landscape...for some.    No doubt you have heard something about the new “fiduciary” rule which will require many investment advisors who traditionally were not required to serve in a fiduciary capacity to raise their standard of care.  Barring a significant upset, the rule will be finalized this

Market Volatility "Made In China"

September 2, 2015 in Investments, Participant Education
Participant Communications during Volatile Market Periods are Critical. We all get anxious when the stock market makes the news for the wrong reasons. The recent market volatility has everyone concerned that a bear market is on the horizon. Participants start reacting emotionally and move out of the market at the worst
Could a sweeping new bill help the country overcome its retirement crisis?  That's what some...
Everyone Means Well
Hidden fees in retirement plans will continue to be a hot topic as long as...

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