In The News

Matt Pierce quoted on selling stocks in volatile times

TheStreet and other publications picked up a recent quote from our investment commentary regarding market volatility and expectations for 2016.  Our basic philosophy remains to stick with a long term investment plan that fits your investment portfolio and risk tolerance. We’re happy to share the article link here:  https://www.mainstreet.com/article/why-investors-should-avoid-selling-stocks-to-protect-retirement-portfolio        

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Matt Pierce presents at RADA conference March 30, 2015

Matt Pierce will be speaking on the affect of pension fund distribution rates on an asset allocation policy at the March 30, 2015 conference sponsored by the Retirement Administrators and Designers of America at Sea Island, Georgia. The topic covers the appropriate asset allocation portfolio given fixed rate distributions from a permanent endowment. If...

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Matt Pierce presentation at CFDD conference

We are pleased to present some new ideas on the use of Dynamic Portfolios in retirement plans at the Center for Due Diligence Conference in San Antonio TX, the week of October 14.  Participants in 401(k) plans typically do a poor job of managing their investment portfolios.  We believe that employing the use of professional asset allocation and, importantly,...

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Matt Pierce quoted in MainStreet article on bonds

Fixed income will always have a place in a well-diversified portfolio designed for long term wealth accumulation.  Despite the fears of interest increases in 2014 and the losses in bonds last year, investors would be well served to keep investing in fixed income instruments.  These thoughts are captured in this article by Ellen Chang “Bond Outlook”...

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Matt Pierce quoted in theStreet.com

We are always happy to be featured in news articles, and the recent post by John Spence is no exception. The link to “Investing for Income as Retirement Approaches” is attached here. Investors seeking income do have a tough time these days.  With 10 year yields below 3% and dividends paying below 2%, the search for yield now requires taking investment...

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Matt Pierce interview on EPN, Entrepreneur Podcast Network

We thank Eric Dye of EPN, Entrepreneur Radio Network for interviewing us on investment and other topics: Who is Island Light Capital? Who are your typical customers? Why are you different than other advisors and investment consultants? What sort of innovation have you seen with regard to model portfolios being created for various segments of the marketplace? You...

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Matt Pierce quoted on stock market volatility

We’re always pleased to be asked our opinions and we’re not unwilling to share them.  Therefore when Michael Tarsala of Covestor asked our opinion about the US stock market, we told him.  What we say is, we really don’t know in the short term what is going to happen, but we diversify into asset classes that make sense to us given...

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Matt Pierce quoted in RIABiz article about 401(k)

Lisa Shidler of RIABiz asked our opinion about revenue sharing fees in 401(k) plans and how plan expenses are split between participants.  It’s a complicated issue for plans, plan sponsors and RIAs. We recommend that you read the article, “RIAs join move to right a 401(k) wrong: Lopsided plan expenses — a non-DOL issue“. The...

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