Economy & Markets

Dow 11000 Unlikely To Stop The Rally

by Tomi Kilgore

The 11000 level for the Dow Jones Industrial Average is every bit as significant as Dow 10000 was, if not more.

Animal Spirits: The Last Time Capital Gains Taxes Rose

If all goes according to expectations, next year the federal tax rate on capital gains will rise for the first time in 23 years from 15% to 20%...

Money Managers Less Bullish, Study Says

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Enthusiasm for the markets has waned since the end of last year, as money managers take a wait-and-see approach on economic recovery, according to Russell Investments.

Investment Income Tax Would Help Pay For Health Care

Deeper spending cuts and new taxes are being proposed by Democrats to help foot the bill for health care.

RIA Job Satisfaction, AUM Rebounds

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The RIA community returned to a growth mode in the second half of 2009, as 72% of advisors surveyed said their business was in an expansion mode, according to a new survey.

Study Sees Clients Saving More

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The Great Recession has caused people to act less like the fabled grasshopper and more like the ant, according to a new survey of independent advisors.

The Age Of Living Lean

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Loomis Sayles' Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.

Markowitz: MPT Holds Up

by Alan Lavine

MPT never claimed diversification would help during financial crises.

A View From Above

by Eric Uhlfelder

An interview with Harvard economic historian Niall Ferguson.

Exit Strategies

by Michelle Knight

The road out of the recession is fraught with risks that include spiraling budget deficits and out-of-control inflation.

Advisors Remain Optimistic, Survey Says

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A majority of advisors headed into 2010 feeling optimistic, but with a greater desire to focus onĀ  risk mitigation, according to a new survey.

A Sensible Strategy

by J. Michael Martin

Here are six suggestions for investing in a new reality.

Is Goldilocks Back?

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On December 13, my morning was boring enough that I watched former Fed Chairman Alan Greenspan make an appearance on a show that has earned the soubriquet, Meet The Depressed...

Affluent Households More Optimistic

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Affluent households are more confident about investments than they have been in nearly two years, according to the Spectrem Affluent Investor Confidence Index.

Innovation Forum Probes Investors' Psyches

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Some changes could be permanent.

Bright Spots

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Experts from around the country tell more than 500 attendees at the Financial Advisor Symposium how to make the most of a difficult economic climate.

A Silver Lining?

by David J. Drucker

How do bad economies affect new client flow? Veteran advisors share their experiences.

Which Way Is Up?

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Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.

V-Shaped Recovery...Well, Maybe

The economy is getting ready to roar. In fact, the roar could blast your eardrums-at least according to two obscure economic indicators.

Steve Forbes Lambastes The Fed At The Financial Advisor Symposium

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Steve Forbes criticized the Bush administration for failing the country in its handling of the financial crisis and the Obama administration for willfully misinterpreting the election results.