Foundations Adjusting to Lower Returns, for Now
Private and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
Yellen Raises Odds of a Rate Hike as Early as September
The Fed chair told the annual gathering in Jackson Hole that the "case for an increase in fed funds has strengthened in recent months."
MSCI Change Will Boost REITs’ Visibility
The long-awaited reclassification of real estate as a separate investment sector from finance occurs at an especially fortuitous time for REITs.
SEC Takes Aim at Performance That’s Just Too Good to Be True
SEC will require RIAs to document their performance numbers, and disclose more about their use of separate accounts, including derivatives.
High Home Prices Weigh on Buyers Pushed Into Market by Rent Costs
Affordability concerns are especially acute among millennials, many of whom worry about being able to make a down payment, according to real estate broker Redfin.
13 Firms Fined for Advertising F-Squared’s False Performance Claims
Penalties range from $100,000 to a half-million dollars based upon the fees each firm earned from F-Squared’s AlphaSector-related strategies.
Schwab Throws Down Low-Cost Gauntlet on Target-Date Funds
The ETF-based funds will cost retirement plan investors only 8 basis points, which could prompt other fund giants to cut fees even further.
How to Build Tax-Efficient Withdrawal Strategies for Retirement
Tax advisor Robert Keebler lays out a timeline for creating "tax alpha" for clients.
Citigroup: A Trump Victory in November Could Cause a Global Recession
Economic growth could suffer, says Chief Economist Willem Buiter, and markets could face a short-term "shock."
Can Markets Predict Presidential Elections?
Low volatility this summer may be an indication the stock markets are beginning to price in a Clinton win, according to LPL CIO Burt White.