In Iranian Oil Market, Timing Is Everything
Advisors whose clients invest in shipping or oil might want to keep an eye on the situation in Iran.
States’ LTC Squeeze: Demand Swamping Services
A report co-authored by AARP found that more than 60% of states had seen an increase in demand but no increase in spending.
Capital Innovations’ ‘Wonderfully Boring’ Strategy
Michael Underhill, who spoke at Schwab Impact in Chicago, tells the stark truth to clients looking for 10% returns, ‘it’s not the 1990s anymore.’
Fees and Fiduciary: Good Business, Bad Marketing, Pt. 1
Some of the words advisors use most commonly to inspire trust, like "fee-based" or "fiduciary," are actually some of the most negative and confusing words in the advisors’ lexicon, from the perspective of the client.