Year-End Tax Moves You Should Start Planning Now
Fall is in the air. This is a good time to assess your clients’ income taxes from their taxable investments.
Are We on the Verge of a Liquidity Crisis?
Nouriel Roubini sees a "liquidity time bomb." Then there's the liquidity-expanding actions of the central banks. Tick, tick, tick...
Is Now a Good Time to Invest in Energy? A Look at the Fundamentals
A look at the fundamentals of worldwide energy supply and demand suggests we may not have hit the bottom for energy stocks.
In Search of the Right Portfolio Analysis Tool: Kwanti
Kwanti is an excellent portfolio analysis tool, and its price is right.
Keeping Track of Client Accounts Efficiently
With a little coding help, when I download client account data from my custodian, all my client accounts now update automatically.
Clearing Up Client Confusion Amid Market Turmoil
Here are a few things I’ve been telling — and showing — clients to allay their fears during this time of market volatility.
Model Portfolios: Watching Inflows and Outflows
Model portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
Is Now the Time to Buy Energy Stocks?
If so, how and what should you buy? Large caps or small, individual equities or mutual funds? A look at the data suggests some strategies.
How to Minimize the Damage From the Current Sell-Off
If you're like me, you've gotten several calls from clients about the market's poor performance. How to protect their portfolios? Start with rebalancing.
Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.