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Commentary


Commentary

March 15, 2019
WILL THE REAL FIDUCIARY PLEASE STAND UP? Trump’s executive order may stop or delay the IRA Fiduciary Rule As an investment professional, I was in support of the Department of Labor’s (DOL) IRA Fiduciary Rule and its intent to level the playing field for all advisers.  Now that I have seen how some brokerage and […]

Bloomberg CFA

March 15, 2019
“Companies, Not Countries” as featured in Bloomberg Michael DeMassa’s recent article as guest contributor for Bloomberg CFA Prep highlights some of the topics covered in the three levels of the CFA Exams while emphasizing the importance of knowing where a company does business to better understand the associated risks. Passive index investing may provide unexpected […]