In late January, we hosted two events in Austin for our clients and friends. We presented our investment themes and forecast for 2018. If you would like to view the presentation, click below.
In the wake of the scandal enveloping Wells Fargo bank, its advisory & brokerage arm is now under scrutiny.
Have you ever met with an investment advisor to create a plan for your future, and the first thing they present is a pie chart? You are then told based on your age, what the appropriate size of each slice should be for you. These slices are typically arranged by class (small cap, mid cap, large cap, growth and value, international and bond funds, etc).