The Mission-Driven Advisor: Are You a Fiduciary 100% of the time?

Posted by Jeff Thomas on May 31, 2019

Are you a fiduciary 100% of the time?”


How do you answer that question when clients or prospects ask it?

It was a question I used to dread as an advisor at the wirehouse. 


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April 2019 Market Commentary

Posted by Ethan Pollard on May 13, 2019

Through the end of April, equity markets logged a fourth consecutive monthly gain to start the year, with major indexes recovering to levels last seen prior to the 2018 Q4 selloff. The Russell 3000 Index, used to measure the broad performance of US stocks,...

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Momma Knows Best

Posted by Conner Combs on May 12, 2019

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the time but continue to prove valuable to this day. In honor of...

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