Water Cooler Wisdom

September 30, 2014 Nothing is private anymore: celebrity photos are leaked across the Internet, everyone knows that Ben Bernanke was unable to refinance his mortgage and we can even follow professional football players’ misconduct. This technology, which allows us to follow the economy more closely than ever, shows that our economy is growing. Over the […]

Sometimes life isn’t fair…for a fiduciary.

  Sometimes the law isn’t fair. But sometimes, it seems unfair because you don’t know the rules. In the recent case of Santomenno v. John Hancock, poor understanding led plan sponsors to agree to terms that led to excessive fees charged by the service provider to the plan. Either the plan sponsors were unaware of […]

Much Ado About Fracking

On Tuesday, September 17th, I attended a luncheon with the Denver Association of Business Economists (DABE) to hear Garret Nülle, an expert in Oil and Gas Economics speak. Mr. Nülle presented us with a comprehensive overview of the field, including projections of where fracking will go in the future. A few days later, I met […]

Retirement Security with Simplicity and Ease

While “Retirement Security with Simplicity and Ease,” is Castle Rock Investment Company’s tagline. nothing is actually easy or simple about figuring out retirement plans. To give an example, we are in the trenches this week – up to our ears in work. Our team works tirelessly because we care about our clients’ employees’retirement accounts that […]

Regulatory Changes Concerning Municipal Bonds

There are some concerns that the new GASB statements for municipal bonds will impact retirement plans. Here is our response to your concerns, so that you can distinguish the true indications from the surrounding media noise. Due to the changes to GASB statements no. 67 and 68, how will retirement plans be impacted by recent […]

What if the global currency market stops using the dollar?

For a more extensive response to this question, click here. Some people fear that the US dollar will stop being so popular, and that will cause an intolerable rise in inflation.  If the US is to experience intolerable inflation, it will likely be as a result of both domestic and international forces; therefore, the international role […]

How the World Sees the Dollar

Let’s talk about dollars. In response to interest by our clients and readers, we will develop an explicative account of the dollar’s role in world trade and exchanges. Our series about the role of the dollar among different parties, such as global investors, traders, and other economic actors, is the beginning of an ongoing pursuit […]

When Is a Buck Not a Buck?

Note:  This is a follow up piece to our August 15th interview with an industry expert regarding the recently adopted SEC reforms. In the wake of the Lehman Brothers failure in September of 2008, the Reserve Primary Fund, the oldest money fund in the nation, “broke the buck” and fell to 97 cents per share. […]