Economy & Markets

Is The Bear Back? Six Financial Advisors Offer Opinions

We're in correction mode. But the concern among financial advisors--and their clients--is whether this downward trend is heralding a return of the bear market.

Paul Newman, George Soros And the Crumbling Euro

Watching events unfold in Greece and the rest of Europe over the last month, I couldn't help but think of a scene from the 1981 movie, Fort Apache, The Bronx, in which Paul Newman plays a cynical,...

Inflation In 2010 And Beyond?

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.

Social Security May Be Rescued By Baby Boomers

Baby boomers, the generation expected to overwhelm Social Security, may be the workers to save it.

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 on  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.