by jhuffman@mainlineco.com | Nov 10, 2017 | News, Uncategorized
By: Gary Droz The U.S. Department of Labor (“DOL”) has endeavored to address the problem of conflicts of interest in retirement advice with its new fiduciary rule, which focuses primarily on brokers because of their compensation practices that often include 12b-1 fees...
by jhuffman@mainlineco.com | Sep 8, 2017 | News
By: Gary Droz There’s little doubt among industry experts that the equities markets have soared in the first half of 2017. This analysis is hard to miss, given that all the “talking heads” are being asked, and are answering, the same question, now that the...
by jhuffman@mainlineco.com | Jun 5, 2017 | News
By: Gary Droz In the kind of bull market we’re experiencing, I get the same question from nearly every client: when do you think we can expect a draw down? While I cannot see the future, as an advisor I have the tools and team to provide you with my best...
by jhuffman@mainlineco.com | Apr 4, 2017 | News
By: Gary Droz As previously published on abcnews.com/money Many middle-class Americans—and even some with high incomes—feel that no matter what they do, they can’t build wealth because the obstacles are too great. The good news is that you can accumulate wealth...
by admin | Mar 16, 2017 | News
By: Gary Droz As previously published on abcnews.com/money. Try going to the drawer or file cabinet where you keep your 401(k) plan documents and taking a hard look at the list of investments your plan offers. Did you ever wonder how these particular investments came...
by admin | Feb 16, 2017 | News
By: Gary Droz As previously published on abcnews.com/money. The current bull market has persisted for about six years now. This is a tale of two types of investors and their behavior in this kind of market. One is limited by fear and the other is at risk from greed –...