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  • edited March 2016
    Don't know much about the author's record. Matthew Sauer. He reports having spent nine years with Fidelity Independent Advisor (F I A). In 2014, he started a small investment advisory firm in Williamstown, Massachusetts, still home for Don Dion's F I A operation. Sauer has 46 clients and $10 million in AUM. 70% of his AUM is with a pension or profit-sharing plan.

    Curiously, his "market perspectives" provide no perspectives. He simply reports a handful of datapoints: markets up, inflation in the Euro zone down, ISM up, some individual stocks up, others down.

    (shrugs)

    David
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