Monthly Archives: October 2017

19 Questions

Jason Zweig recently wrote a piece titled “The 19 Questions to Ask Your Financial Advisor.”  I love Jason’s stuff and who doesn’t like lists?  So I thought I would take a run at answering some of these, and giving some commentary here along the way. So here we go! 1. Are you always a fiduciary, […]

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3Q 2017 Market Overview

Market Overview It is getting really hard to feel that I am not writing the exact same thing about the markets each quarter. But gains continue to roll in. The S&P 500 had a strong quarter, up 4.48% from June 30. Small cap stocks also had a good showing after weakness earlier this year, up 5.67%. […]

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