by David J. D'Amico
At a time when investors are looking for safety, there exists a strong case for tactical asset allocation.
by Maury Fertig
A tiny corner of the U.S. securities market, closed-end funds often are oversold during downturns but actually provide reliable indicators of their true intrinsic value.
by Zinta Lundborg
The recent financial crisis provides the background to "Wall Street: Money Never
Sleeps," which opens Friday. Oliver Stone says you'll see a bit of Rubin, Dimon and Blankfein in the characters.
by James Manouse
Great producers often experience "reverse sticker shock" when they learn what their practices are worth. Here's why, and here's what you can do about it.
by Joni Youngwirth
Here's how four female advisors have overcome traditional barriers in the financial advisory profession.
Here's how men can give shorts a polished look so that they work for business or dinner attire during the summer.
by Fred Livingston
Most people are confused about the many variables and calculations that
affect how much money they will receive from Social Security and when...
Decoding your clients' financial behavior can be challenging. Here's some advice.
by Troy Onink and Bernard Whalen
Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.
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.
