Posts
Financial Wellness for Gen X and Millennials – It’s About More than Investments
Part 1: Car Insurance
I’ve noticed a few recurring themes from financial plans this past year. They have nothing to do with investments, but they are in many ways, so much more important. It turns out, there are a few items in your financial…
Blair duQuesnay One of FA Magazine's 10 Young Advisors to Watch
ThirtyNorth CIO Blair duQuesnay was recently named one of FA Magazine's 10 Young Advisors to Watch. The article states:
"Still in her 30s, Blair DuQuesnay has carved out a role as thought leader in her CIO and partner role at New Orleans’…
You Can’t Always Get What You Want?
Is the market not giving you what you want lately? Join the club. For the two years period ending in April, a 60/40 portfolio of world stocks and 5 year Treasuries is up a paltry 1.23%. That’s before costs and taxes. You’re portfolio is…
DOL Fiduciary Rule
On April 6th, the U.S. Department of Labor (DOL) issued its final rule on the fiduciary standard for retirement accounts. The rule stipulates that brokers cannot give conflicted investment advice to consumers in 401k, IRA, or other qualified…
Financial Advice - It's Not Only Cost, but Quality
There have been countless articles written on the cost of financial advice in recent years. Every time I pick up a Wall Street Journal or a popular personal finance column there's a story about fees. They are right to criticize. …
Fear and Markets
It’s a bit auspicious that I am reading a book about behavioral economics at the exact moment global stock markets start roiling again. Richard Thaler’s “Misbehaving: The Making of Behavioral Economics” is a memoir of sorts. It explains…
