Cash Levels Remain ‘Stubbornly High’ in August Merrill Survey
Investors’ corporate profit expectations hit the lowest level since November 2015.
10 Great Opening Lines From Top Producers
Elite producers share the best conversation-starting questions they use with prospects.
Solving the Issues Caused by Target Date Funds
TDFs make life easier for plan participants but can cause headaches for the fiduciary who is tasked with analyzing the different offerings.
Bond Market Looks Expensive, Until You Factor in Threat of War
Increased geopolitical risk is raising doubts about the likelihood of a third 2017 Federal Reserve rate hike.
Stock Market Shrugs Off Strong Earnings
Almost 75% of S&P 500 companies have reported stronger-than-expected earnings, but that hasn't led to strong gains in the market.
Saturna Capital Launches Clean Shares for Two Funds: Portfolio Products
Also, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
2 Key Times to Invest in Actively Managed Funds
When should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
‘Curb Your Enthusiasm’ for High Yield, RBC Strategist Says
“Be the first person out the door,” fixed income strategist Craig Bishop says.
Inaction in Washington Weighing on Economy: S&P
Dashed expectations for tax reform and massive infrastructure spending plus the upcoming debt ceiling debate are limiting growth prospects.
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.