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  • Fiduciary Standard A hot topic in industry publications and on nightly news has been focused on the Department of Labor’s April 2016 announcement of the “fiduciary standard” which Noesis has adhered to for over two decades. From a June issue of the Financial Times, “(The fiduciary standard) demands that financial advisors act in the clients’ […]

    Joe is a regular speaker at the South Florida Chinese community events. On September 15, 2012, he made an annual Economic Outlook presentation  to the Florida Taiwanese Business Association.  His topics included the outlook on stock markets, employment, housing recovery, inflation and bond markets.  Some of the highlights were included in this news article on […]