Morningstar has let us know that their website will be offline for a few days next weekend — they’re taking advantage of the holiday weekend, when few of us are working on or worrying about our portfolios, to do some maintenance on and upgrades to their computer systems.
Over the last year or so, there have been a flurry of big transactions in the financial services world. It seems like every time we turn around, some big Wall Street firms are buying one another, investment banks are buying client service companies, massive brokerage firms are “merging”, and so…
Monday, March 27, 2017 — 6pm, Mountain Time — Attention Clients: I just received a strange and confusing letter in the mail — and apparently at least some of you did, as well — from First Affirmative Financial Network (FAFN). We just wanted to reassure you that there…
There were a lot of decisions to make when we decided to take Horizons independent – what asset custodians to work with, which portfolio accounting systems to use, that sort of thing. One question we hadn’t thought to ask was how to make sure that our emails, blog posts, and…