John Oliver right to use the ‘F word’ on TV about advisors

Comedian John Oliver ranted about advisors’ fiduciary obligations. The DOL gave it a shot; now it’s the SEC’s turn to step up to the plate. At DaVinci Wealth we take our duty as Fiduciaries very seriously.  It’s not just the legal standard we are held to, but the moral standard we operate under ALWAYS. Source: […]

Veteran fund manager Bill Miller leaves Legg Mason after 35 years

Legg Mason fund manager Bill Miller will leave the firm after 35 years, the Baltimore-based investment company said on Thursday. One of the gurus of the actively managed mutual fund age calling it quits. Was he forced out due to continued underperformance and an erosion of assets under management? Another signal that actively managed funds […]

S&P 500 Sputters After Four Week Boom | FormulaFolios

5-Minute Market Update // August 01, 2016 I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and friends a simple way to see everything they need to know about the financial markets on a weekly basis, in 5 minutes or less.  After all, finances should… […]