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Trump’s list: 289 accomplishments in just 20 months, ‘relentless’ promise-keeping.

The Trump administration’s often overlooked list of achievements has surpassed those of former President Ronald Reagan at this time and more than doubled since the last tally of accomplishments after his first year in office, giving President Trump a solid platform to...

Should we be worried about another recession?

  RWM Was Spot On About Interest Rates & No Signs Of Recession. Investors Are Getting Smart About Their So-Called Advisors Who Do Not Legally Work In Their Best Interest. As The Economy Grows, Be Invested In Areas Of Growth & Continue To Avoid Europe...

Investment & Economic Strategy Update

Firmly Into 4Q2019; Corporate Earnings Look Good We Are Getting Positioned For 2020 Policies Do Matter!

Funds Leaving Fisher Now Top $3 Billion

A Texas pension group is the latest to take its assets elsewhere in the wake of Ken Fisher’s crude remarks at a recent industry event. By Janet Levaux | October 25, 2019, at 4:01 PM – Source, ThinkAdvisor.com Institutional investors continue to redeem assets...

Goldman Sachs is the latest firm to pull money from Fisher Investments; total is now $2.7 billion

The giant investment bank is pulling $234 million from Camas, Washington-based Fisher, according to a source close to the matter. By Darla Mercado & Hugh Son | October 24, 2019, at 9:15 PM | Updated October 24, 2019, at 9:53 PM | Source: CNBC.com  Goldman’s...

FINRA Won’t Nix Suitability Rule in Light of Reg BI

FINRA plans to submit to its board shortly a rule proposal on sales contests and FINRA’s suitability rule “to conform them to Reg BI,” (Regulation Best Interest) its legal chief says. By Melanie Waddell | October 21, 2019, at 11:48 AM | Source:...

Real Financial Advice. Real Money Management. 100% of the Time.

Working with investors who have $500,000 of investment assets and greater.
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