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Asset Allocation Top Picks
By John Bilton 160 via 160 Iris xyz In terms of the breadth of global growth the first half of 2017 is shaping up to be the best start to a year since 2011 A surge in economic momentum in Europe and Japan and solid corporate earnings globally amply offset some wobbles in the hard data and
Sat, 24 Jun 2017 10:50:42 -0400


Want to Attract HNW Millennials? An ESG Strategy May Be the Answer
By OppenheimerFunds 160 via 160 Iris xyz There is an immense opportunity facing advisors today Millennials are finally coming of age and they are slowly but surely inheriting significant wealth from their baby boomer parents Money is in motion The greatest wealth transfer in history
Sat, 24 Jun 2017 09:49:32 -0400


The Applicability of the DOL Rule to a Fee Only RIA
By Brian Young via 160 Iris xyz Unless you have been living under a rock you are already aware that June 9 2017 marked the official compliance effective date of the DOL Rule Although advisors have until January 1 2018 to be in full compliance of the new rule it is recommended that you
Sat, 24 Jun 2017 08:49:24 -0400


Russell Index Rebalancing: The Small-Cap ETF Crowd Favorite
FTSE Russell rebalanced its major indices including the small cap Russell 2000 to ensure changes in market value and styles are accounted for and small cap exchange traded fund investors should take note The so called Russell rebalance day on Friday is intended to refresh the index provider
Fri, 23 Jun 2017 18:49:31 -0400





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We publish three Model Portfolios with varying asset allocation exposures to both US and Global Markets. Please feel free to contact us for more details on our model portfolios.