facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Bristlecone Blog

USE THE SEARCH BOX OR CLICK ON THE CATEGORIES BELOW TO BROWSE our latest personal finance updates & market commentaries

Hasta La Vista Fiduciary Rule?

With one stroke of the pen, President Trump (the “Trumpinator”?) most likely signed the death sentence of the Department of Labor’s (DOL) implementation of the so-called fiduciary rule, which would have required investment salespeople to act in their clients’ best interests with their retirement accounts. We understand if you are surprised that such might not already be the case.

Read More

Trumpenomics and Your Portfolio

With just a couple weeks left to the year, we naturally ponder the main events of 2016 and how they might shape 2017. We try to abstain from political commentary and limit our opinions (here anyway!) to potential investment consequences from policy decisions.

Read More

This Storm Too Shall Pass

As you all know, the results of the US Presidential election were not what investors around the world anticipated. Surprise and uncertainty breeds volatility. Similar to the aftermath of Brexit last June, when UK voters approved to leave the European Union, markets around the world and the dollar are reacting negatively as we write this note.

Read More

3rd Quarter Review: More of the Same

In economic news, it was pretty much more of the same. The US economy continued to grow at a tortoise pace during the 3rd quarter. On a positive note, wage growth is accelerating and residential real estate values continue to increase around the country, which bodes well for the future.

Read More