From the Desk

5 Critical Questions to ask yourself when considering working with a Wealth Advisor!

You would readily engage a variety of professionals throughout your adult life….. think of an RIA Financial Advisor as your coach for...

RSD Advisors in Barrons

Our CIO and fixed income guru was quoted in Barrons over the weekend talking about the benefits of investing in high yield municipal...

Mutual Funds, ETFs and Closed-End Funds: A Primer

There are over 9,500 mutual funds, 1,500 ETFs and 500 closed-ends funds available for U.S. investors to choose from. These vehicles cut...

The Importance of Having A High Quality Toolbox

It would seem pretty well established that the Financial services industry is a people-intensive business, particularly in investment...

Rick Writes an Article for ThinkAdvisor commenting on the Credit Rating Agencies

Our resident bond guru and CIO, Rick Daskin, offers his thoughts on the role of the credit rating agencies in an article published in...

Rick Talks About Opportunities in Closed-End Funds

Amey Stone in Barron's talks about the opportunities in fixed income closed-end funds and quotes Rick on some specific ideas: "Investors...

Rick Comments on State of MLPs in Barron's

Amey Stone in Barron's writes: "Many investors who exited energy-focused master limited partnerships earlier this year as oil prices...

Looking at Insured Munis for Yield

Amey Stone of Barron's talks to Rick about insured muni bonds and the extra due diligence needed with these types of securities: "Buying...

Barrons Energy Roundtable

Our in house energy guru was invited to be part of Barron's latest Energy Roundtable. Rick offered his thoughts on oil prices (heading...

MLPs – GIC Conference presentation

Rick recently presented his views on MLPs at the Energy Interdependence in the Western Hemisphere conference in Philadelphia. The...

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