October 2017 - Creative Edge

The GOP tax-reform proposal framework & CreativeOne

Nothing’s certain except death and taxes (maybe). At the end of September, the Republican Party’s leadership unveiled its framework for tax reform, a plan that lays out a roadmap without offering a specific plan (that’s for Congress to fill in with concrete language). But this is the starting point. Here’s what we know, and here’s… Read More

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Introducing the New PIMCO Global Optima Index

The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More


What Is “Content Marketing?”

So, what is content marketing exactly? Content marketing is, defined by the Content Marketing Institute: Con•tent Mar•ke•ting noun a strategic marketing approach on creating and distributing valuable, relevant and consistent content to attract and retain a clearly defined audience.1   This means that you are creating content—guides, blogs, infographics—that is thought-provoking and targeting towards a… Read More


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More