By: Bob DiMeo, Chief Executive Officer
In 2017 we upgraded the firm’s website and I recall our marketing team and IT vendor being very excited. The update was more functional, graphics looked great, and we were told the improved website was likely to win an award (it did). I too was excited and remember displaying the site to my wife with a sense of pride; however, my bubble soon... Read More >
By: Ahmed Farruk, CIMA®, Regional Director & Senior Consultant
Kevin O’Connell, CFA, Senior Consultant
Novice and expert investors alike have used the adage “buy low, sell high” to guide many of their investment decisions for as long as trading markets have existed. While this prudent investment advice seems simple and obvious enough to be found within a fortune cookie, more often than not, putting such a sound tip into practice is much more… Read More >
By: Britt-Marie K. Cole-Johnson, Esq., Partner, Robinson+Cole
We value what we track, and we track what we value. You’ve probably heard this saying or some version of it, but what does it mean for governance for a nonprofit organization? Organizations are constantly looking for tools to track goals and to optimize and streamline operations and various workflows. While a quick search may offer you… Read More >
This report is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns; volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience, and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.
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