Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)
Think that since there is no IRS registration reqirement, U.S.-domiciled funds aren’t subject to FATCA? Think again.
A Rational Wager on Greece: Searching for Alpha for July 2015
What’s left to move stocks if the Greek drama ends? All signs indicate a strong Q2, with impressive wage growth and an improving housing market.
Your Local Investing Bias Could Cost You
What matters most to investors is at least having some awareness of the factors that may be biasing their behavior.
Senators Think Stock Buybacks Might Be Manipulative
Some politicians, like Sens. Elizabeth Warren and Tammy Baldwin, think that stock buybacks are bad and that the SEC should forbid them as market manipulation.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
Seeking Income in a Market When ‘Winter Is Coming’
"Game of Thrones" and two accomplished pro coaches—Steve Kerr and Jim Harbaugh—provide insights into where to invest now and what to watch for.
Cash Is No Longer King—and Never Should Be
If your goal is to preserve your wealth, maintaining exposure to the markets is a better option than keeping money in cash.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 3: U.S. Large Cap Value
Running my screens using Morningstar Direct data found that indexing the large cap value space has similar challenges to indexing large cap growth.
My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
3 Myths of Retirement Investing
Rod Greenshields of Russell Investments sees three widespread myths that threaten the financial health of investors, particularly those in or near retirement.