Posts

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Today's Marathon: What a Marathon Taught me about a Pandemic

It’s been over 10 years since I ran the Chicago Marathon, but I vividly remember mile-marker 13. Because of the feeling in that exact moment, I’ve run almost a dozen half-marathons, but never another marathon. I wasn’t close enough…

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…

Mark-up Disclosure for Bonds: It’s About Time

I’ve spent the better part of a decade trying to explain to investors that bond purchases are not free. But that’s a difficult task when the costs are hidden from investors. This will change in May 2018, when the SEC’s new bond mark-up…
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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’…
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It's Smart to Use Common Sense

Just as you wonder when the bad news cycle or political campaign season will ever end, something is announced which encourages you to think positively about the future. Recent business news included the release of Commonsense Principles of…
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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…

Time to Check your Beneficiaries

Did you know there are assets that will not transfer to your heirs based on the instructions in your will? Instead, these assets transfer based on a beneficiary form you filled out.  While many advisors recommend you check your beneficiary…

Is Investing a House of Cards?

By:  H. Clark Gaines, Jr.    (On Twitter @Clarkgaines)   "Pay attention to the fine print.  It's more important than the sale price." - Francis Underwood                   Francis…

Why is the Market So High?

There’s a lot of anxiety about the US stock market. The Dow Jones Industrial Average and the S&P 500 Index are both at all-time highs. In every meeting for the past two weeks, clients have asked these questions. Why is the market so high?…