Comments and Infomation on the Markets and the Economy
COMMENTS AND INFORMATION ON THE MARKETS AND THE ECONOMY October 2008 Introduction: I wanted to take a few minutes and talk about the current situation with the investment markets and the economy. This...
View ArticleDOL audits might catch money managers by surprise
Managers overseeing firm’s internal retirement funds largely unaware of new regulation. Money managers that invest their own retirement fund assets might not be paying close enough attention to a...
View ArticleClik here to view.
Proposed Rule Changes Could Diminish Shareholder Rights
The Security and Exchange Commission met on July 25 to consider proposals and rule changes that could adversely affect shareholder rights to file advisory resolutions. Currently, resolutions can be...
View ArticleClik here to view.
Summary and Initial Impact of the Sub-Prime Financing Crisis
The past few months have been interesting seeing how the sub-prime lending crisis has played out in the marketplace, and the impact it has had on investors. The likelihood of faith-based investors...
View ArticleClik here to view.
2007 Top Ten (plus one) Value Propositions
The following are “value-added” successes achieved this past year through ViaGem Consulting services relating to the portfolios and processes of clients and affiliates. Investment Consulting 1....
View ArticleClik here to view.
Are you a Fiduciary? If so, what does that mean?
A fiduciary is defined as someone acting in a position of trust on behalf of, or for the benefit of, a third party. It is not uncommon for fiduciaries, especially Investment Stewards, to be unaware of...
View Article“Things are different this time.”
Have you heard that before? In reference to the financial markets, one hears it periodically, mostly when stock prices, or other prices, are going up excessively and when people are speculating as to...
View Article
