True Link blog

Nearing Retirement? Here’s how a Trump Presidency could Impact your Investments (Part 1 of 2)
Published by:
Kai Stinchcombe
On:
February 7, 2017
Presidents have the power to move financial markets. So, it’s no surprise that the latest election has many Americans wondering whether their own stock portfolio needs adjusting. This is particularly true for those who will soon be (or already are) relying on their investments to support them in retirement. In this three-part article, we’ll cover how the Trump presidency could impact the stock market and what retirees can do to prepare.
Continue reading >
Nearing Retirement? Here’s how a Trump Presidency could Impact your Investments (Part 2 of 2)
Published by:
Kai Stinchcombe
On:
February 14, 2017
So far, we've said that a well-designed portfolio shouldn't need more than minor adjustments based on the latest election. But what exactly does that mean? In particular, how would you know if your portfolio is not well-designed for this type of event – and therefore does need to be adjusted?
Continue reading >
Trump Orders Review of Fiduciary Rule - My Two Cents
Published by:
George Guererro
On:
February 7, 2017
A provision to delay implementation of the original rule until October of this year was included in a preliminary version of the Executive Order, but was ultimately removed for unclear reasons. Commentary from White House officials, and the President himself, however, suggests that diminishing or removing the regulation is the ultimate objective.
Continue reading >
Why one Financial Executive left Wall Street for Silicon Valley
Published by:
Arden Elizabeth
On:
February 6, 2017
George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry. Moving his way up the corporate ladder of Wall Street, George earned a reputation as a smart, strategic thinker, always focused on the client’s best interests. But success in the investment arena wasn’t always George’s sole focus.
Continue reading >
The Impacts of the DOL Fiduciary Rule & How Advisors Can Adapt
Published by:
George Guererro
On:
January 12, 2017
On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary” under the Employee Retirement Income Security Act of 1974 (ERISA) thus transforming the landscape for retirement investment advice for years to come.
Continue reading >
Visit full Blog Archive
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form