Investment Insights

Latest Investment Insight - 05/26/17

A Macro View: Housing – Back to the Top but for a Different Reason

Housing prices continue to climb and are less than 5% below peak prices in 2006, according to the S&P/Case-Shiller 20 City Composite Home Price Index. Those who either cannot afford or find a home in the next year or two might be disappointed in the short run, but given the strong price appreciation, they might be grateful in the long run.

04/28/17

While much has been assumed about fee compression in the investment advisory space, there has been little data available to help financial advisors and wealth management firms truly understand the marketplace. Guessing blindly about pricing trends has often led advisors to be concerned they are charging fees that are too high whereas firms may assume their financial advisors are charging submarket fees.