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The SECURE Act Explained
- January 3, 2020
- Posted by: Grant Cox
- Category: Blog, Regulation, Retirement
No CommentsOn December 20, 2019, President Trump signed the “Setting Every Community Up for Retirement Enhancement Act” into law. Better known as the SECURE Act, the law makes several changes to rules governing workplace retirement plans …
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Why the SEC is being sued over Reg BI
- September 13, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
A coalition of state attorneys general filed a federal lawsuit against the Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rules on Monday…
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Inverted Yield Curve: Why you should take it with a grain of salt
- August 30, 2019
- Posted by: Grant Cox
- Category: Blog, Markets
If you’ve paid attention to financial news over the past couple of weeks, you know that the inverted yield curve has dominated headlines. Historically, this phenomenon …
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Bear Market Survival Strategies: Are You Smarter Than the Average Bear?
- July 18, 2019
- Posted by: Grant Cox
- Category: Blog, Markets, Personal finance, Uncategorized
As the U.S trade war with China continues and signs of a global economic slow-down mount, it seems that a recession may be just around the corner…
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To Put or Call? That is the question
- July 5, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Are you tired of investing in boring, old stocks and bonds? Have you been searching for a way to spice up your investments? Search no more, friend. The right option for you is—well, options…
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ETFs and Mutual Funds: What’s the difference?
- June 21, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Hopefully, at this point in your financial journey you have come to understand the importance of diversification…
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Regulation Best Interest passes SEC
- June 5, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
The Securities and Exchange Commission (SEC) voted 3-1 to pass the Regulation Best Interest rules this morning, along with a few other proposals making up its “advice-standards package.” …
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Investment Vehicles: Stocks and Bonds
- May 31, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Stocks and bonds are two of the most well-known ways you can invest your money…
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Annuity basics: What are annuities and how do they work?
- May 17, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance, Retirement
When it comes to investing, everyone has the same basic goal: use money to make more money. However, not everyone has the same risk tolerance…
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Who Plans for the Planner? Financial Advisors and Succession Planning
- April 12, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development
It may seem ironic that financial advisors, many of whom make a living planning for their clients’ retirements, may not have a complete plan in place for their own retirement …