The 10 Things We Fear in Markets
Just one example: If you allow your politics to interfere with your investing, you are likely to be disappointed by both.
Factor Investing and Risk: The Anomaly of Low Volatility
To understand the volatility anomaly, it is important that investors understand what economists have learned about the factors that are responsible for stock returns.
Salespeople Tend to Do What They’re Paid to Do
In the fiduciary debate, remember that we all tend to do more of what we are incentivized to do.
What 'BYOP' Means for Advisors' Social Media Compliance
There are real benefits for advisors building a presence on social media, but real challenges, too.
Which Party’s Presidents Are Better for the Markets?
The data shows that in the past 22 presidential election years, only four times have large-cap equities ended the year in negative territory.
Time to Start Gaming Next Fed Rate Hike: Searching for Alpha for November 2016
If the Fed raises rates in December, it may be positive sign for the markets, but first we have to get through the election.
Cash Balance Plans Supersize Small Business Retirement Savings
Hybrid cash balance plans can provide small businesses with an opportunity to more than quadruple annual retirement savings.
The BICE Is Not a DOL Fiduciary Get-Out-of-Jail-Free Card
Understand when you must use the best interest contract exemption under the DOL fiduciary rule — that means even you, fiduciary advisors!
5 Guideposts for RIAs to Comply With SEC’s Change of Control Rules
All RIAs will inevitably need to navigate the SEC’s “change of control” rules and guidance. Here’s how to stay on course.
Rethinking Asset Allocation for Aging Clients
Arbitrary notions about aging—and conventional wisdom on managing money for clients in retirement—may be off target.