An article in the April 30th issue of Investment News caught my eye.  Currently, many investment advisors are regulated by the Securities and Exchange Commission (SEC).  As you will recall, the SEC is the industry regulator and watchdog that missed Bernie Madoff’s Ponzi scheme for decades. If that wasn’t bad enough, now Congress is hoping [...]

One of the more difficult parts of our jobs as trusted financial advisors is to manage client expectations.  For a variety of reasons people can and do develop expectations which are unrealistic, unattainable or inappropriate for their particular needs.  We work to flush out what it is our clients hope to get out of their [...]

GTRUST’s Michael Hooper has a long standing friendship with an American living in Greece.  He met Jeanne Bourne Tatsiona while attending the University of Nebraska-Lincoln in the 1980’s.  Jeanne teaches English, and she is married to a policeman.  Here are some of her observations and thoughts on the economic crisis in Greece… “When I arrived [...]

Taking care of your personal finances can be challenging, especially if you have no one to turn to for help.  A better approach is to build a team of professionals who will work together to best serve your interests. With 2012 underway already, this is a good time to “reassess your Trusted Team — the [...]

We are often asked questions like “What is a good stock to buy now?” Or “Which mutual fund would be right for me?” Or “How many stars has Morningstar awarded the funds you use?” While they may be interesting, these questions are irrelevant to the mission of most investors. The meaningful question is “What should [...]