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Viewpoints

Evaluating Proposals for Investment Advisory Services

Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).

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Monthly Review

July 2021 – Bond Market Review

The Federal Open Market Committee (FOMC) kept monetary policy unchanged in June. The Fed has started to discuss the idea of reducing its asset purchases at some point, but that decision remains uncertain. FOMC members’ updated economic projections also suggest that the Fed may start to raise interest rates in 2023.

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