1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

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Advisor Series: Know Your Broker by the Thing He Sells

        A potential client called recently and asked about our services. He explained that at retirement this year he became a client of a big broker and was interested in a second opinion of the portfolio they sold him. He has good reason for concern.

Evidence-Based Investment Insights: Financial Gurus and Other Unicorns

Welcome to the next installment in our series of Stowe Financial Planning, LLC Evidence-Based Investment Insights: Financial Gurus and Other Unicorns.

 

Fundamentals Series: Volatility - “The Investment Roller Coaster”

          Our last issue of the Fundamentals Series argued the use of a diversified portfolio to avoid the guesswork associated with predicting what the next winning asset class will be. Diversification is the sensible approach as you spread your bets across multiple asset classes and level out the “bumpiness” of returns.

Advisor Series: Don’t Call Them Advisors

         Reported in Investment News and later picked up by Reuters, Merrill Lynch has asked two advisors who managed about $2.5 billion to leave the firm after they allegedly guided clients to investments outside of the firm. The pair was thought to violate regulatory rules and company rules prohibiting the sale of securities outside of the firm’s own platform.

Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing

Welcome to the next installment in our series of Stowe Financial Planning LLC’s Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing.

 

Bill Gross and Past Performance

        Bill Gross is one of those bright and driven men who arrives on the right stage at the right time, and maybe even leaves at the right time. Gross has had a long and colorful career to this point, founded Pimco and raised it into a bond fund colossus. He built his flagship fund, the Total Return Fund on the back of the great modern bond cycle.

Fundamentals: Diversification - "Avoid the Guessing Game"

          Diversification is key. You might say “Yeah, I know. Don’t put all your eggs in one basket…We get it.” But some have a tendency to throw diversification out the window with the US stock market hitting record highs. The S&P 500 has brought investors a monstrous 39% return since January 2013.

Evidence-Based Investment Insights: You, the Market and the Prices You Pay

Welcome to the next installment in our series of Stowe Financial Planning LLC’s Evidence-Based Investment Insights: You, the Market and the Prices You Pay.

 

Fiduciary: The Duty of Care

By Bob Stowe, CFP®

Definition of a fiduciary (from Investopedia):

How I Learned to Love the Bond, (at least short term bonds): Revisited

               Earlier this year, I wrote a column discussing the abnormal bond environment and explaining why client’s bond allocations are largely located in low-yield, short-term bonds.  In an ordinary interest rate environment, an investor expects to be compensated for the risk assumed with longer-term bonds.

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1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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