No Taxation With Diversification
An exchange fund — aka a stock swap fund — can help clients diversify out of their concentrated holdings without the immediate tax hit.
Jobs Report Could Portend Fed’s Next Move—Searching for Alpha for September 2015
Remember September 2008's jobs report? Friday's could be just as important for stocks.
Model Portfolios: Watching Inflows and Outflows
Model portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
High Risk, High Returns? Not Quite
There's just one problem with the theory that risk and return are correlated: It doesn't seem to fit the data.
Ritholtz: A Real Estate Recovery That’s Not Quite There
New home sales are trending far below their historic averages, Barry Ritholtz writes. Will the weakness continue?
Why QE4 Isn't in the Cards
Four reasons that the Fed won't engage in another round of quantitative easing, despite the current market turmoil.
The Real-World Star Trek Would Be Far From Utopia
What we've learned from technology over the past 10 years or so is that it's rarely as user-friendly or reliable as we'd like.
Why Investors Shouldn’t ‘Buy the Dip’
Macro and market risks remain elevated. We are not out of the woods yet by a long shot.
Don't Count Out Stocks Yet
Three notable things that happened — and didn't — during the market's recent tumultous days.
Why Oil-Producing Countries Keep on Pumping
The big oil-producing countries keep pumping, even though prices are at a six-year low. Who will blink first?