Department of Labor Rules & Uncertainty

by | Oct 18, 2017 | Governmental

If you haven’t been following all that is new and exciting in Department of Labor (DOL) compliance and fiduciary standards (I KNOW you love those!) you might not know that there is a big push right now to charge how fees and commissions. But the Department of...

Tracking Investments & The Market

by | Oct 8, 2017 | Investing

I ran across this pretty cool site the other day courtesy of one of my clients, @distefam. It basically back tests (checks against historical data) various versions of popular evergreen portfolios. These are portfolios like the Permanent Portfolio that are designed to...