Tackling 'Nastiest, Hardest Problem in Finance'
William Sharpe hopes future financial engineers will take his new income planning web book and run with it.
Trump’s Misplaced Priorities Imperil His Economic Agenda
The president is on the verge of endangering the most significant aspect of his entire agenda -- a once-in-a-generation opportunity to accomplish tax reform.
Thou Shalt Not Buy Biblically Responsible ETFs
The companies CWM will not invest in do not reflect “biblical values.” But the ETF provider goes further than most SRI funds.
That Radical Obama Wasn't So Awful for Markets
A cautionary tale of how dangerous it is to confuse your own partisan politics with objective market analysis, then and now.
How Expensive Are Stocks — Really?
One way to answer the question: Ritholtz's six rules of valuations.
Wall Street Should Put All Clients First
The fiduciary rule shouldn't apply just to retirement accounts; it should apply to all investment accounts, no matter the size and type.
The Investing Pros and Cons of Trump
Whether you or I agree with these pros and cons isn't relevant; the thinking of millions of people holding trillions of dollars in capital is.
The reality of the middle class squeeze
The writer questions the idea that 'more Americans have easier lives today than in years past.'
The Dumb Money Isn't So Dumb
Retail investors have moved from active to passive funds, from high to low cost, and from commission-based brokerage accounts to fee-based managed accounts.
Trump Is Repeating Obama's Rookie Mistakes
Like Obama with the ACA, out of the gate Trump is focusing on the wrong issue when he should be pushing tax reform.