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.

Markets

Market Volatility

Recent History Bias

A portfolio’s effectiveness should be judged on the performance of the overall diversified portfolio.  Yet, investors are tempted to focus on the most recent top performing asset class and question their portfolio’s inferior returns.  Even though academia has shown us that past performance does not indicate future results, investors fall into the trap of recency

You, the Capital Markets and Your Brexit Fears

One of our responsibilities as your financial adviser is to help you put market news in its proper perspective, especially when the media is reporting particularly steep, UK market declines like we’ve seen during the past few days. 

A Questionable Timing Strategy

My Thoughts on Buy, Hold and Sell by Ken Moraif

Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio

Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio.

Benchmarking Mutual Funds: Are You Missing the Mark?

As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing every ounce of gains that have been produced over the last couple of years.

Evidence-Based Investment Insights: The Essence of Evidence-Based Investing

Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: The Essence of Evidence-Based Investing.

Evidence-Based Investment Insights: What Drives Market Returns?

       Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: What Drives Market Returns?

Let's Talk Diversification

Let’s talk about diversification at this year-end.

Evidence-Based Investment Insights: Get Along, Little Market

       Welcome to the next installment in our series of Stowe Financial Planning’s Evidence-Based Investment Insights: Get Along, Little Market

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

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