Video

Impact Voices: Mark Travis of Intrepid Capital

11/15/17
Impact Voices: Mark Travis of Intrepid Capital

Impact Voices: Mark Travis of Intrepid Capital

At the 2017 Charles Schwab Impact conference, Mark Travis discusses the current state of markets and the impact of the DOL fiduciary rule.

 

Notes & Clarifications:

  • DOL (0:06) – Department of Labor fiduciary ruling
  • IRA (0:17) – Individual Retirement Account
  • Market (1:35) – defined by S&P 500

 

Opinions expressed are as of November 15, 2017 and are subject to change at any time, are not guaranteed and should not be considered investment advice.

Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.  Current and future portfolio holdings are subject to risk.