Are You Biased?

With your investments, I mean. There is an interesting slide from JP Morgan with two charts showing investor allocations by region. There is quite a large disconnect between a US investor’s allocation to non-US investments and the actual make-up of


As we’ve written about many times, Meridian has been compliant with the 2016 Department of Labor fiduciary rule, as we have been fiduciaries since Meridian was founded in 2015.  To us, it just makes sense that your advisor should have