Bond Investors Rationalize the Unrealistic
Buying 10-year Treasuries means locking in negative after-tax and inflation returns for a decade. That's hardly a satisfactory investment.
Will Bitcoin Ever Be a Fiduciary Asset?
Technical intricacies aside, Bitcoin has some interesting properties. For one, it is more closely correlated with the S&P 500 than you might think.
401(k) Balances Are Up, but Is Your Retirement Plan Business?
Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
Helping Clients Recover Their Retirements: Pt. 2
This column is for clients in their 50s or 60s whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
In Fund Manager Game, Consistent Base Hits Beat a Few Home Runs
Consistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your client’s assets during a crisis.
Real Estate, the Original Alternative Investment, Makes More Sense Than Ever
Concerns about unrealistically high valuations and geopolitical risk are causing some investors to rethink how much of their portfolios they want allocated to stocks.
Fed Policies Aren't to Blame for Distorted Asset Prices
The author contends that the real ‘bad guy’ is the free market.
Helping Clients Recover Their Retirements: Pt. 1
This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
Wall Street's Bond Blahs Go Beyond a Summer Lull
Yields for investors have been falling, and banks have little incentive to lend.
Short-Term Implications of the Jobs Report
The weaker-than-expected U.S. jobs report for August should not materially change expectations for the economy, which remains, for now, stuck in a low-growth equilibrium.