Lawyers for Wealthy Await Trump’s Estate Tax Plan
Despite Trump’s vow to end the tax, trust and estate professionals don’t appear panicked that a revenue stream is about to dry up.
2017 Markets: The Great Unknown
Investment Advisor's Asset Allocation panelists — Gary Shilling, Sam Stovall and more — deliver their outlooks for the markets and economy in 2017.
Dissecting the Donald Trump Effect
So what changes — revolutionary or otherwise — are in store for advisors and their clients under a Trump administration?
Investors Beware: Tax ‘Volatility,’ Regulatory Upheaval on Horizon
Friedman and Valliere look at changes in retirement, tax, entitlement and investing policies coming in 2017.
A $33 Billion Manager Who Bought at Low Shifts to Cash
David Samra, the award-winning stock picker, is boosting cash holdings close to their limit in a market he sees as lacking buying opportunities.
The Market Is Ambiguous. Does Your Investment Strategy Need to Be?
Since yesterday’s winners are so frequently tomorrow’s disappointments, three suggestions for keeping your clients invested regardless.
El-Erian Says Sustaining Trump Rally Depends on Germany, China
"It’s not just about implementing policies at home," he says, adding that today's valuations suggest no policy mistakes or accidents.
Calamos to Become Fully Private Money Manager
The company strikes a deal to sell its remaining minority stake to two executives for $8.25 a share.
Time for Fine Wine?
The market for many vintages improved in 2016, as more regions worldwide bring more brands to market.
Young Americans Piled Into Some Horrendous ETF Trades Right After the Election
Millennials turned to exchange-traded funds that employed leverage after Trump's win, and that move turned out to hurt them.