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Is Your Financial Advisor a Fiduciary?

President Barack Obama’s recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client’s needs before their own. That’s right. Your advisor may not have your best interests in mind. Read more

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The Mutual Fund Fees We Don’t Talk About

Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Other hidden fees can more than triple this explicit expense. Read more

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Despite market volatility, advisors still see a bull run

A strong U.S. economy helped propel the stock market higher in 2014, continuing the bull run. As a result, many Wall Street strategists remain, not surprisingly, bullish on the U.S. stock market—and they expect the advance to continue. Read more

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What rising interest rates could mean for you: Advisors

The Federal Reserve has kept interest rates near zero for more than six years. With the economy finally showing signs of recovery, is it now time to think about raising rates a bit? Read more

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Why Rising Rates Won’t Kill the Bull Market

It has been nearly nine years since the Federal Reserve last raised interest rates, and many investors are uncertain about how inevitable hikes will impact the market. Certainly, accommodative monetary policies have contributed to the current bull market. Businesses have taken advantage of low borrowing rates. Read more

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Ron Carson “America’s Top 100 Financial Advisors”

Barron’s Annual Roster features 15 stalwart names (including Carson’s) that never seem to leave

Five years into the bull market, ironically, investing has suddenly gotten a lot trickier. “The stock market has turned choppy, bonds continue to look risky despite recent gains, and Russia’s annexation of Crimea is feeding geopolitical jitters.” Read more