The Normal

Normal is the market going up and down in a manner that can be unnerving over short-term periods.
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How Trustees Be Prudently Passive

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.
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Say It Ain’t So, Joe

For many of us who have been in the industry for many years, the evidence is hard to take.
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Trust and Fiduciary Services: Questions to Consider

Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
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How Should You Invest Now?

We want to understand what's happening around us. But what else are we doing? Sticking to our plans.
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What Should Investors Do Now About…. ?

Stay calm and stick to the plan.
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