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Investor Solutions Supports Marshall Islands Red Cross

Investor Solutions has had a long relationship with the people and institutions of the Marshall Islands, a sovereign nation in the middle of the Pacific. So we jumped on a chance to give back by sponsoring a much needed event for their new Red Cross organization. Our sponsorship covers First Aid Training for 100 Marshallese youth and prov...

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PHONE CALLS “FROM THE IRS”

As we crank up for tax season, we remind our clients and friends to be on the lookout for an array of evolving tax scams related to identity theft and refund fraud.  Every tax season I hear of past clients, friends, and colleagues receiving scary fake IRS calls.  Only a few months ago, I too received one of these calls. If you receive ...

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Volatility

Following a full year of steady upward markets, volatility reared its ugly head.   And while the media reports that the drop in market points was “steepest loss ever” it’s a gross overstatement. The actual percentage variation was relatively small.  This is just business as usual on Wall Street. Our central message remains that ...

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Richard Thaler, A Giant In Economics Awarded The Nobel Prize

Richard Thaler is one of the most important economists of our era. His work on behavioral economics reshaped economics and had far reaching implications for public policy which earned him the Nobel Prize in Economics last week. Economists traditionally assumed that each person made totally rational choices in pursuit of their own self-in...

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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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