Insights Archive

January 9, 2017

The Year of the Unexpected

Oil trading into the twenties Brexit The Chicago Cubs Donald Trump 2016 held four pivotal events which few could have predicted with any great certainty. Surprised at these occurrences, to say the least, these events remind us of two important principles for long-term investors: Don’t invest based on outcomes of uncertain events Control what you...
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October 3, 2016

Why Should You Care About the DOL Fiduciary Rule?

Imagine you went to the local grocery store to buy a green apple.  Your grocer has two identical green apples to purchase, but one apple is $1 more than the other.  Under the fiduciary standard, the grocer would be obligated to sell you the cheaper apple—it is in your best interest to buy the cheaper...
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September 30, 2016

Why We Started Matrix Wealth Partners

The Four Most Important Questions to Ask Yourself When It Comes To Your Career A good friend and former colleague once told us that there are four things needed to evaluate a job/career: Do you like what you do? Do you like who you do it with? Do you feel fairly compensated? Do you have...
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September 26, 2016

Market Volatility Likely to Rise in Coming Months

During the final stretch of the election season, investors are understandably on edge.  November 8th, 2016, will mark the culmination of one of the most unconventional, unpredictable and contentious U.S. presidential elections in recent memory.  For now, markets appear to be pricing in the status quo (Clinton Presidency, GOP-controlled Congress), but we don’t have to...
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