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Annuity Refresher

Last week at a luncheon I attended everyone in the room was asked to introduce themselves and give a brief overview of what they do. One woman’s introduction stood out. She introduced herself and then said “I sell people lifetime income streams. I don’t deal in stocks, bonds, or mutual fund investing. I give people […]

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”Don’t Let Perfect Be the Enemy of Good”

While it is unlikely that Voltaire had fossil fuels in mind when he wrote those words, several hundred years ago, the fit, for the US, is quite compelling. We use and need a lot of energy. We account for approximately 5% of the world’s population but contribute more than 20% of the world’s goods and […]

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Weighing In at the SEC

Sigma Investment Counselors President and CEO, Bob Bilkie, CFA, recently submitted the following in response to the US Securities and Exchange Commissions’ Request for Comment regarding Duties of Brokers, Dealers, and Investment Advisers for those providing investment advice (Release No. 34-69013; IA-3558; File No. 4-606). Thank you for providing a comment period pursuant to your […]

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Stay the Course

The Wall Street Journal carries a headline today titled “Growls Keep Coming From the Bear’s Den”. This article, which touts warnings from investment strategists about bad things to come for common stock investors, arrives on the heels of one of the best periods for investing in stocks (the four years and also the three months […]

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