CFO 2016 Trends & Tips

CFO 2016 Trends & Tips

Nov 16, 2018 | Capital Ideas

Scott Pritchard | Principal CFO Magazine recently issued a special report titled “401(k) Trends and Tips for 2016”. The complete report is available online at 401(k) Trends and Tips for 2016 . But knowing that you are a busy professional, I thought you might...
Take Two Weeks Off

Take Two Weeks Off

Nov 16, 2018 | Capital Ideas

Scott Pritchard | Principal Take Two Weeks Off…Then Quit If you’ve ever picked up a golf club you can probably relate to my friend who upon having a particularly rough day on the course declared “I know what I’m going to do to fix my game. I’m going to take two weeks...
Death of the Fiduciary Rule

Death of the Fiduciary Rule

Nov 16, 2018 | Capital Ideas

Scott Pritchard | Principal It’s officially official: the Fiduciary Rule is dead. I first wrote about the Fiduciary Rule in this forum in March 2015, asking the question “Whose Interests Come First?” Subsequent posts chronicled the saga of the rule until it finally...
Presidential Elections and the Stock Market

Presidential Elections and the Stock Market

Oct 27, 2016 | Capital Ideas

Presidential Elections and the Stock Market Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and...
Searching for the Holy Grail of Investing

Searching for the Holy Grail of Investing

Feb 27, 2015 | Capital Ideas

CAPE Fear: Can we use Valuation Ratios to Time the Market? With popular market benchmarks like the S&P 500 setting record highs in 2014, many investors have become apprehensive. They’re afraid that a major market decline is imminent and are eager to find a...