The new U.S. Department of Labor (DOL) regulations require financial advisers to act as fiduciaries, and (in other words) always put the client’s interests first… Read More
Originally written for and published in Post-Crescent/USA TODAY NETWORK-Wisconsin. This is a difficult environment for individuals… Read More
Sumnicht & Associates, LLC was founded in 1988 and for 12 years, we used active asset management, that… Read More
In a recent conversation with colleagues regarding Austria joining the ranks of Mexico, the United Kingdom, and Ireland in the sale of a… Read More
Many retirement plan sponsors spend a considerable amount of time crafting participant communication in an attempt to increase plan participation, maximize employee deferrals, increase investment diversification, or… Read More
Financial advisors have varying views of the use of leveraged ETFs. These securities have the goal of providing (for 2x leveraged ETFs) double the daily return of… Read More
Note: We published a version of this article back in 2014. We’ve updated this article (read below) with 2017 data, and it’s interesting to see… Read More
For USA TODAY NETWORK-Wisconsin Originally published for Post-Crescent The… Read More
In my previous post, Providing the Correct Pattern of Returns for Your Clients, we discussed how the financial turmoil and opportunities… Read More
Investment Management Outsourcing is the focus of iSectors’ latest webcast. In this special presentation, Chuck Self, MBA,… Read More
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