My Favorite! 2017 Forecasts Reviewed!!

At the end of one year and beginning of the next, it’s economic forecast season. Being in this business – and not following the mainstream Wall Street crowd – I know that no one owns a crystal ball and though attending these economic forecasts may be interesting – one would be foolish to spend money on business resources, or place investment money based solely on the forecast. No one ever checks the forecasts for validity after the fact! When you do – it is actually fun to see just how far off they were. Not because I want to make fun of the forecasters – it’s just that the future is unpredictable and when we really think about it – it makes sense that there are no accurate crystal balls. It’s affirming to see a practical idea confirmed. I reference an article by Weston Wellington of Dimensional Fund Advisors in his Down to the Wire column, click here to see it. Thank God for Weston’s work in this area. So enlightening! To save you some time – here’s a synopsis. (Note – Weston is fun to read, so don’t let my summary deter you from reading the article.) It was said as the forecasts came out – that there was much agreement among these experts who said: Stocks would be flat or even down. Nope – they were up around the world – often significantly. Infation would awaken. Nope – it barely budged though it was up slightly. Bond Yields would increase. Nope – went down a bit. Some other specifics. Many thought a tumultous year for a new president and...

2018 Fiduciary Education Webinars

O’Reilly Wealth Advisors offers Fiduciary Education Webinars as part of our alliance with Two West Advisors. These webinars are designed to help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under the Employee Retirement Income Security Act (ERISA) as well as applicable state laws. Fiduciary 101 | February 7th | Register A Fiduciary’s Approach To Investments | May 2nd | Register Fees & Fiduciaries | August 1st | Register Fiduciary Hot Topics | November 7th | Register Each webinar is presented twice – once for 401(k) plan sponsors (10 a.m., PST) and once for 403(b) plan sponsors (11 a.m., PST). We know you’re busy and our webinar times might not work for you. Good news! If you register for a webinar and cannot attend, the recording will automatically be emailed to you the day after so you can watch it at your convenience. Due Diligence & Continuing Education To help you document your fiduciary due diligence efforts, attendees will receive a certificate of completion following each webinar. Best practices suggest attending at least one webinar annually. These webinars are also pre-approved for one HRCI or SHRM recertification...