by Bruce Greig
The safety net during the financial crisis of 2008 was managed futures, says this portfolio manager.
by Jack Gardner
In the final installment of this six-part series, learn how managing the retirement income sequence of returns and reverse dollar cost averaging affect retirement portfolios.
Due diligence-the process through which a potential acquirer
evaluates a target company or its assets for acquisition-can be done
by the seller, as well as the buyer.
Over the past decade, two of the major historical constants on long-term planning-the
temporal limitations of the trust form as dictated by the Rule Against
Perpetuities, and the inability of a...
by The Financial Planning Coalition
The Financial Planning Coalition believes passing basic laws to regulate the profession is the best way to protect
consumers by ensuring the same standards across the board.
The CFP Board, FPA and newest partner NAPFA are once again at the front
of a fast-brewing controversy with their creation of the Financial
Planning Coalition.
by Jack Gardner
Investors who are on the road of retirement all share some common fears, including spending too much, principal loss from market volatility, loss of purchasing power due to inflation and the biggest...
by Michael M. Golub
The elements are in
place for a period of substantially rising interest rates, and current
bond holders are going to see their portfolios struggle to even keep up
with inflation...
While there's no shortage of topics to analyze as a result of the
2008-2009 global recession, the unprecedented monetary stimulus has
justifiably focused investor attention on potential inflation.
by Suzanne Barlyn
The limited role assigned to the SEC's new compliance chief
may unwittingly help the agency's critics, who have turned up the heat
in response to the government's push for tougher regulations and...
by Joni Youngwirth
Retiring or scaling back from your practice can be unsettling. Here's what you can do to ease the transition.
by Jack Gardner
Inflation can ravage a retirement portfolio. Here's how you can help clients preserve purchasing power.
by Richard Heitman
Advisors need tools to better assess the risks from where they place their clients' cash.
Efficient technology implementation requires an examination of people and processes, in addition to products.
by Ian Salisbury
In Washington, almost anything will fly if you can make an argument it will benefit the middle class. It worked in the fight against requiring advisors to act in clients' best interests.
Active value is a methodology based on seeking out undervalued
businesses undergoing significant strategic changes and taking
advantage of these opportunities through investments across the...
by Manoj M. Nadkarni
This RIA cuts through the jargon and explains five steps to use in choosing hedge funds for your affluent clients.
by David Kelly
What does passage of landmark health legislation mean for the economy and markets?
by Jack Gardner
An investment in stocks of companies that provide both high- and
growing-dividend income can benefit a retirement portfolio undergoing
the duress of withdrawals.
by Richard Heitman
Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.
