Pension Trustees – ARE YOU PREPARED? / A LESSON FROM THE LAST CRASH

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March 23, 2020 The timing of the Article “Are You Prepared? / A Lesson From the Last Crash”, written by Eric S. Smith, J.D. on November 10, 2019, appears to have been clearly “prophetic” in its intended protective effect in view of the current dramatic market conditions. When this message was first written, toward the end of 2019 and in the first two months of 2020, stock markets were at all-time highs. There was, however, a growing concern that another crash might be coming, but few then could have guessed its current cause and severity.  The last crash devastated Taft-Hartley […]

Third Party Evaluation of DTC Technology

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C. Michael Carty, President of the NYC Chapter of QWAFAFEW, completes evaluation of DTC’s decision assistance technology. “Of all the available choices, which one is best for my client?” AN INDEPENDENT “QUANT” REVIEW OF DTC’S PATENTED DECISION-ASSISTANCE TECHNOLOGY AS APPLIED TO INVESTMENT ADVISORY SERVICES DTC’s patented decision-assistance technology is an evolutionary step beyond the tools currently used in institutional investment consulting and retail investment advisory services, today – most certainly beyond the bar charts and scatter charts (30-40 year old “technology”) still found in institutional investment reports. In fact, some of the most sophisticated metrics currently in use (e.g., Sharpe […]