Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser ...more
Equity markets descended in January alongside oil prices, while testing new lows with a visible increase in volatility. Oil’s dramatic price drop has been a catalyst for stock prices heading lower, a correlation that has actually existed for years.
FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new rule requiring brokers to place a link on their webpage to connect the retail client to the FINRA broker check website.
Here is an interview done by CNBC with Vanguard founder Jack Bogle. Mr Bogle is a very wise man and all individual investors should listen closely to his advice.
As you review your annual statement for 2014, you may notice it was a great year for US stocks, but when you look at your overall return you see results equal to or lower than the US market performance. Both results could lead to flawed thinking.