Why So Many Rules and Regulations?
Investment advice is a complex, highly-regulated industry. Many of those in the industry, particularly brokers, complain about over-regulation and long…
Category: Educational Roots
An educational insight on the world economy, performance and markets from the CIO of Black Cypress Capital, Alan Hartley
Out With the Old, In With the New: What Changed in the Fiduciary Rule and Why
The rules have changed, but our service to clients has not.
Advisers Take Note: The Fiduciary Rule Puts Rollovers Under a Microscope
The Fiduciary Rule and its new requirements are complex, and the path to compliance is not always clear.
Plan Your Estate or the Government Will
If you don’t make an estate plan to distribute your assets and determine custody of children, the state will do it for you.
Man vs. Machine: Why Human Advisers are Better than Robo-Advice
Human investment advisers relate to investors in ways that robo-advisers never will.
The Value of a Good Financial Plan
Like a game of chess, a financial plan requires thoughtful trade-offs and planning moves well in advance.
Giving It Away: Three Options for Charitable Donations
Public charities, private foundations, and donor-advised funds each offer unique ways to accomplish philanthropic goals.