News

Bob Joined Nightly Business Report to Discuss the Current State of the Markets and Dividend Growing Stocks Investors Should Consider.

Nightly Business Report

Bob discussed the current state of the markets and dividend growing stocks investors should consider the rest of this year on Nightly Business Report.

Click here to watch the segment.

Spectrum Management Group Named to 2017 Financial Times 300 Top Registered Investment Advisers

June 22, 2017 – Spectrum Management Group is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Bob Discusses Uncertainty in the White House with Sruthi Shankar of Reuters.

Reuters

Sruthi Shankar of Reuters quotes Bob Phillips on uncertainty in the White House and the Federal Reserve beginning to reduce their balance sheet.  Phillips does not expect the Federal Reserve to raise rates again this year.

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This article also appeared on: Business Insider and Nasdaq

Leslie Discusses the Pros and Cons of Index Funds with Nancy Mann Jackson of DailyWorth.

DailyWorth

Nancy Mann Jackson of DailyWorth features Leslie Thompson in an article discussing the pros and cons of index funds and how to know if they are right for your portfolio.

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Alessandra Malito of MarketWatch Quotes Leslie in an Article about how Women are Lacking the Financial Knowledge Needed.

Market Watch

Alessandra Malito of MarketWatch quotes Leslie Thompson in an article about how women are lacking the financial knowledge needed to manage the money coming towards them in the future.

Click here to read the article.

     This article also appeared on: Barron's

Jeff Benjamin of InvestmentNews quotes Tia Lee in an Article about Social Security

Investment News

Jeff Benjamin quotes Tia Lee in an article about Social Security. Tia says "there is no guarantee with Social Security, because it's a transfer tax, and the surplus will run out."

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Bob Phillips Discusses the Current Market Landscape with Fred Imbert of CNBC.com

CNBC.com

Fred Imbert of CNBC.com features Bob Phillips in an article on the current market landscape as the S&P 500 reaches another record high and the Federal Reserve prepares to meet.

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Alessandra Malito of MarketWatch Quotes Bob Phillips on How to Manage your Savings Once you Become a Parent's Caregiver

MarketWatch

Alessandro Malito of MarketWatch quotes Bob Phillips on how to manage your savings once you become a parent's caregiver.

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