Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
Lessons From Bill Gross' Departure From PIMCO
To begin, did PIMCO really not have a succession plan in place for their key man?
IRS Blesses 401(k) Rollovers With Pre-, After-Tax Contributions
New IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
Using Monte Carlo in Financial Planning: The Assumptions
When creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.
How to Blend Active and Passive Investing Strategies for Better Outcomes
Advisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
Get the Word Out to Get Women In; Blending Active and Passive Strategies: October Investment Advisor Features—Slideshow
For our second annual women’s issue, Investment Advisor spoke with several female executives and business owners for an inside look at the state of women in the industry.
Shelley Bergman: Portrait of an ETF Strategist
Morgan Stanley's Shelley Bergman is a master at investing in exchange-traded funds—and a critic of many of the industry's expanding offerings.
Energy: Powerful Production
On August 5, Southwest Gas Corp reported second quarter earnings of $0.21 per share vs. $0.22 per share last year. Excluding COLI, earnings were $0.16 per share versus $0.18 per share.
The Perils of the Indexing Crowd
New risks emerge as investors pile into a strategy.
When History and Finance Go Wrong
The planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.