Morningstar Sounds Inflation Alarm
The Chicago-based research firm is warning that the seeds of what it calls “the ultimate recovery killer” are already sown.
Value Investors’ Inconvenient Truth: They Lose to S&P 500
Value shop Research Affiliates argues that, ironically, “value investors are supplying a premium to other market participants rather than collecting one.”
New Fund Takes Novel Approach to Protecting Against Stock Market Losses
New fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!
Wall Street is out of step with the public in promising to make people rich—when their real goal is to have rich lives.
5 Clients Are Better Than 500, Says One Advisor
Perfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
PIMCO Sees Year of Higher Growth, but Fed Rate Hike May Roil Markets
Global monetary easing, lower oil prices and move away from austerity are all net positives, the investment firm argues.
Robo-Advisor Offers Your Clients a Free Second Opinion
SigFig’s algorithms will spotlight advisor "mistakes," including the use of funds costing as little as 50 basis points.
Schwab Cooks Up Smart Beta Hybrid
Charles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.