A Changing Landscape


April 14, 2016 The Bull Session A Changing Landscape In the Spring of 2010 I was asked to speak to the Insights 2010 Conference sponsored by the Center for Fiduciary Studies. In my address I talked about the lack of understanding from investors on what had happened to their portfolios during the recession of 2008. […]

Read More

What’s Really Important In Investing


March 23, 2016 The Bull Session What’s Really Important In Investing If you went to the nearest mall and asked people there, “What is the most important decision in the investment process?” I would venture to guess that the vast majority would say, “The investment of course!” In my experience those people would be wrong. […]

Read More

Tell the Truth, Be Proud of Who You Are


March 9, 2016 The Bull Session Tell the Truth, Be Proud of Who You Are There is a fiduciary debate raging in Washington these days. Most people I talk with don’t really know what a fiduciary is, so it is not surprising that the debate has not taken the entire country by storm. But maybe […]

Read More

Scott Reed & Ken Mathis addressing CEFEX conference in San Diego


Scott Reed, CEO and Ken Mathis, COO were both asked to address the Annual Conference of the Center for Fiduciary Excellence (CEFEX) in San Diego this week.  Scott will be speaking today at the fi360 Insights Conference in San Diego while Ken, Bryan Fikes, and Scott have all been asked to sit on panels discussing […]

Read More
Call Now