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Insights

After reviewing the economic and market environment we offer the following comments.


August 2024

Matthew Durham Earns Accredited Investment Fiduciary® Designation From Fi360

Matthew Durham, Chief Operations Officer of FSA Investment Group, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.

Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.

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July 2024

Q2 Quarterly Update and July Asset Allocation Note

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June 2024

"Tomorrow Never Knows" (The Beatles)

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March 2024

"The Long & Winding Road"

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January 2024

Extended Festivities: Did Santa Overdeliver Returns in 2023?

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December 2023

Against the Wind

" As the sun sets in 2023, we look ahead to which way the winds will blow in 2024, letting the data tell us if we should be running with or running against the wind.”

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October 2023

Patience in Turbulence

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June 2023

Ground Control to Major Tom

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April 2023

  • "Power to the People"

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March 2023

  • Are Markets Cooling?
  • 2022 Narratives vs. Now
  • FSA Market Tracker 
  • Market Outlook

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