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Zombie Pension Accounts

When employees change jobs they often leave their pension accounts behind at their old employer. Reasons include inertia and lack of knowledge about the options available to them. In too many cases these pension accounts become orphans and later zombies. On your way out the door it’s all too easy to leave the pension decision for later...

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WSJ: We Put Financial Advisers to the Test

WSJ: Commissioned “advisers appeared willing to make their clients worse off in order to secure financial gain for themselves.”  Check out the full article:  http://blogs.wsj.com/experts/2016/10/27/we-put-financial-advisers-to-the-test-and-they-failed/    ...

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Is Value Dead?

**As seen on Forbes** Frank Armstrong, III The value premium has been absent without leave for several years. Over the longer term, value has been a huge driver of investment returns. The total return of a large company value strategy exceeded the broader large company strategy by more than two and one half times. That’s not trivial. ...

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Investing In Your Values, Yesterday, Today And Tomorrow

**as seen on Forbes** Frank Armstrong, III Yesterday Just a few years ago I told the investment committee of a large local church that of course they could have a Socially Responsible Investment policy (SRI)…. if they were willing to give up their day care center and homeless shelter. That estimate was my best guess of the impact of...

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Pitfalls of the 401(k) Rollover

**As seen on Forbes** Frank Armstrong, III American workers that retire or change jobs have been systematically cheated for decades by unscrupulous salesmen posing as Advisors for pension plans. With a tsunami of retirees and an increasingly mobile work force an entire industry is poised to capture pension rollovers. With so many juicy ...

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Fiduciary Light

**As seen on Forbes** Frank Armstrong, III The Labor Department (DOL) took action because the Securities Exchange Commission (SEC) wouldn’t. So, today we have Fiduciary Light from DOL. I’ll admit, even though billions of dollars are at stake, there is no better way to put an audience to sleep than to explain the difference between ...

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A Tale of Two Graphs

*As seen on Forbes Looking at year to date performance of the S&P 500*, the heart sinks, all is doom and gloom, and heavy duty regret follows.   Why, oh why was I ever in this market? How could we not have known that the Chinese would devalue the Yuan, that their markets would fall, and their economy slow? We should have seen the ...

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Your Best Market Timing Moves Now

*As seen on Forbes I freely admit to being perhaps the world’s worst market timer. For instance, October 2008 found me in Siem Reap, Cambodia watching the market attempt to come unglued on satellite TV. My wife still hasn’t forgiven me for cutting that trip short. This Monday we were at the Salzburg Music Festival trying to enjoy the...

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Frank Profiled on Financial Times - Financial Advisor IQ

Veteran Wealth Manager Ties Success to Curiosity *As seen on Financial Times - Financial Advisor IQ  By Murray Coleman                June 1, 2015 When Frank Armstrong started in the advice business 42 years ago, he’d drive around Miami’s industrial districts looking for clean and well-maintained trucks. He figured ...

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Fixed Income Premiums

*As seen on Forbes. When we look at fixed income investments, bonds, CDs, or other instruments which pay income and promise a return of capital at some point in the future, risk varies with the duration of the bond, and its credit rating. When you buy a bond, you are simply lending money to a government or corporation. The bond will pa...

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