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Update - December 2016
December 29, 2016

President's Perspective

As 2016 races to a close, I find myself reflecting on the year.  It was remarkable, in that seeming impossibilities came to fruition. The DOL’s Fiduciary Rule was signed into law, despite opposition firmly committed to unhinging it. The Cubs won the World Series, breaking a curse and the longest dry spell in Major League Baseball. Donald Trump was elected President, although the New York Times assessed his probability of winning at a mere 5% on Election Day morning. Whatever opinions one has of any of these events, we can all agree that they were dramatic.  

For the Securities Experts Roundtable, 2016 was not dramatic in the least. We enjoyed consistently prudent management of our finances. Our annual conference was a smash hit. Our social media presence is now well established, and our website continues to evolve and improve. Personally, I enjoyed these consistent positives and believe that there has never been a better time to be a member of SER. 

Looking forward, it appears that 2017 will continue our trend of consistent positives. This is not an accidental happenstance, but rather the fruits of your Board’s dedicated efforts to enhance the benefits of SER membership. In order to help us better help you, we need your feedback. You recently received a survey designed to help the Board stay abreast of issues important to our members and to find ways to continue the trend of consistent positives. I ask that you complete and respond to the survey with your most candid and insightful feedback by Friday, January 6. Click here to access the survey. Thank you.

Respectfully, Jeffery Schaff, President



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Website Statistics

  • ​November 2016: Unique Visitors – 983; Number of Visits – 2,062


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