Is College Debt Advisors’ Next Black Swan?
Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
Active Managers’ Struggle to Maintain Assets
Active managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
That Radical Obama Wasn't So Awful for Markets
A cautionary tale of how dangerous it is to confuse your own partisan politics with objective market analysis, then and now.
How Expensive Are Stocks — Really?
One way to answer the question: Ritholtz's six rules of valuations.
5 Ways ‘Passive’ Investing Is Actually Quite Active
In the end, what is the so-called “passive” investing trend really all about? Lower costs.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
First Ascent, which charges a flat $500-per-client portfolio management fee, offers cutting-edge solutions to today’s challenges of margin compression, robo platforms and breakaway brokers.
Is Now the Time to Invest in European Stocks?
Revived growth, higher corporate earnings and undemanding valuations are good signals, but then there are the geopolitical concerns.
The Investing Pros and Cons of Trump
Whether you or I agree with these pros and cons isn't relevant; the thinking of millions of people holding trillions of dollars in capital is.
Buffer Annuities: The Good, the Bad, the Ugly
This cross between an indexed annuity and a variable annuity has gained attention in the investment world—and not all of it positive.
Investing in Times of Trump, and Inflation
Here’s how to use different asset classes now to help guard client portfolios against inflation while contributing to total returns.