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accreditied investment fiduciary greenville sc

Why Select an AIF® Professional?

A fiduciary is someone who has been entrusted with the responsibility of managing the assets of another person and who is required to always act in the best interests of their client, beneficiary, or retirement plan participant. The problem is that many fiduciaries take on that responsibility without fully grasping their obligations. Professionals who have…
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chartered financial analyst CFA greenville sc

Why Select a CFA® Charterholder?

  Successful investors recognize the importance of education and knowledge when it comes to managing financial assets. But while they may spend countless hours learning about markets, securities, and associated risks, investors often overlook the qualifications of the professionals whom they hire to manage their money. If you work with investment advisors, they will have…
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accreditied investment fiduciary greenville sc

Time to Buy TIPS?

Treasury Inflation-Protected Securities, or TIPS, may provide investors protection against rising inflation.  Inflation is harmful to fixed income for two primary reasons. (1) Inflation eats into the purchasing power of every dollar received from future interest and principal payments, reducing the overall real value of the bond (2) Inflation or generally too much inflation, can…
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Watching The Tape

Watching the Tape: September 6-9, 2016

Random gleanings from the world of business, investments and economics: September 6-9, 2016 “Investing should be like watching paint dry or watching grass grow.”  – Paul Samuelson  This week “watching paint dry” nailed it.   We’re referring to the earnings calendar.  How slow will it be in the week after Labor Day?  The biggest earnings story on…
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