FROM THE DESK

February 25, 2017

It would seem pretty well established that the Financial services industry is a people-intensive business, particularly in investment advisory.  When you look at potentially hiring someone to guide you on life’s financial journey, it’s the people – their knowledge, experience and ethical standing – that forms the basis as to their suitability. After all,...

February 16, 2017

Our resident bond guru and CIO, Rick Daskin, offers his thoughts on the role of the credit rating agencies in an article published in ThinkAdvisor.  The article can be found here.  A copy of the article is below:

Credit Ratings: 3 Mistakes Investors Make

Rating agencies have come under fire ever since the financial crisis of 2008-'09. In fact, rec...

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