Putting Clients Second

Doug Kirkpatrick, CFA

February 9, 2017

Politics, Investments, United States

John Bogle, founder of Vanguard, comments on Trump's moves on the DOL's Fiduciary Rule. He argues that broker-dealers, with the help of the Trump administration, are trying to close the stable door. But the horse has already bolted.

Doug Kirkpatrick, CFA

January 15, 2017

Quarterly Commentary, Investments, International, Tax, United States

4Q16 CIO Commentary

Doug Kirkpatrick, CFA

January 15, 2017

Quarterly Commentary, Investments, International, Tax, United States

In this quarter's CIO commentary, we take a look at the winners and losers coming out of the Trump victory, make a deep dive into the risk-reward tradeoffs offered you US equities at the moment, and name the one US foreign relationship to watch most closely in the Trump era.

Doug Kirkpatrick, CFA

December 28, 2016

Video, Financial Planning, Investments

Brokers vs Fiduciaries

Doug Kirkpatrick, CFA

December 28, 2016

Video, Financial Planning, Investments

I hate it when someone calls me, or AlphaGlider, a broker... This is the difference between brokers and fiduciaries, in layman terms.

Doug Kirkpatrick, CFA

October 12, 2016

Quarterly Commentary, Investments, Politics, United States, International

3Q16 CIO Commentary

Doug Kirkpatrick, CFA

October 12, 2016

Quarterly Commentary, Investments, Politics, United States, International

Quarterly recap, election edition. We recap the 3rd quarter, including:

— the issues that face Europe are many
— the US election is looking a lot like the UK's EU referendum did one month out
— expect a 7.5% return from this market? Think again. We have.