Under the Hood: What You Need to Know About Fixed Income, Pt. 2: Rising Rates
The Fed has suggested, and market observers concur, that rates will rise in 2015. Here's how fixed income investors can prepare to soften the blow.
Under the Hood: What You Need to Know About Bonds, Pt. 1: Types and Ratings
With rates likely to rise in 2015, here's how to understand the different types of bonds and what their ratings mean.
Preparing Clients for Some Gloomy Possible Futures
Even if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
The Value of Using Trailing Stop Orders: A How-To
TSOs can play a key role in protecting a portfolio if you use them correctly.
In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.
Under the Hood: What You Should Know About the YCharts Tool
YCharts is one of the most impressive applications for research and analysis I've seen in over 25 years as an advisor.
Under the Hood: What You Need to Know About Sequence of Returns in Retirement
The order of a portfolio’s returns is just as important, if not more so, than the amount of those returns, especially in retirement.
Under the Hood: What You Need to Know About HARP Mortgages
The government program to help homeowners who have ‘under-water’ mortgages is still running, and many people remain eligible.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.