Economic Indicators and Their Effects on the Markets
Economist Bernard Baumohl draws links between specific economic indicators and the attendant reactions of stocks, bonds and the dollar.
Preparing Clients for Some Gloomy Possible Futures
Even if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
Assessing Risk in Real Estate Investing, Pt. 2: Digging Deeper
To understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
Assessing Risk in Real Estate Investing, Pt. 1: The Overview
Presenting the historical context of risk in real estate investing, along with an overview of the primary sources of risk in a real estate portfolio.
The Real Value of an Advisor: 'Risk' and 'Managing'
Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.
The Value of Using Trailing Stop Orders: A How-To
TSOs can play a key role in protecting a portfolio if you use them correctly.
Emerging-Market Crises Show Way for Russia: El-Erian
Russia must take plenty of action and change course on Ukraine as well, the economist argues.
Tax Loss Harvesting: Beware of Unrealistic Expectations
Once an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
No Room for Feelings in the Market
I want to discuss the rather annoying tendency of commentators to extrapolate market sentiment to well, infinity and beyond.
In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.