Jimmy Pickert, CFA®, CFP®, CRPS®

Jimmy Pickert, CFA, CRPS® Portfolio Manager

Recent Posts

April 26 2017

What is Goal-Based Investing?

Often, investment advisors focus conversations solely on returns and risks. Topics like asset allocation, mutual funds versus ETFs, and other technical areas can become the main points of discussion. While what you are investing in is certainly impor...

December 02 2016

Conservative Investors Should Stay the Course

Conservative investors have probably been frustrated recently. The S&P 500 index of stocks returned a strong 3.70% in November. With a month left to go and the stock index up 9.79% for the year, it’s shaping up to be a good year for the stock mar...

August 30 2016

Will the Upcoming Elections Impact Your Portfolio?

The U.S. Presidential Election is just seventy days away now, and Americans across the country are paying attention to who will sit in the Oval Office for at least the next four years. The candidates offer a stark contrast in personality and backgrou...

April 22 2016

The Conflict of Interest Rule: Fiduciary Standard Impact on Investors

Earlier this month, the Department of Labor (DOL) released its long-awaited Conflict of Interest Rule, and the investment industry is still parsing through the language to gauge how it will impact business models.

February 08 2016

Protect Your Retirement Savings: How to Verify Your Financial Advisor can be Trusted

Last week I watched the two-part TV series, Madoff. The made-for-TV movie chronicles the exploits and downfall of notorious white collar criminal, Bernie Madoff, the manager of the multi-billion dollar hedge fund. Except that it wasn’t a hedge fund—i...

October 30 2015

The End of an Era: New Budget Deal is Poised to End the File and Suspend Strategy

Lawmakers in Washington did something unusual this week: they got something done. They crafted a budget bill with enough bipartisan support to pass, which should help the country avoid the possibility of another government shutdown or a breach of the...

February 19 2015

Currency Volatility: Behind the Swings in the Foreign Exchange Market

There has been a lot of attention focused on the strengthening of the U.S. dollar over the past year as the currency inches towards parity, or a one-to-one exchange rate, with the euro for the first time since 2002. In fact, currencies across the wor...

January 08 2015

How to Beat the Market Experts

It was hard to miss market pessimists on CNBC and other financial news channels last year. In November of 2014, well-known investor Marc Faber, renewed his claim that the market is poised for a 20% decline in the near future. Plenty of panic also wen...