10 Things Everyone Should Know About Bond Investing
For long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
5 Sci-Fi Trends in Wealth Management
The rise of wearable computing devices is just one of the new technologies that is changing wealth management.
Designer Bag Ladies: Understanding Female Clients
Male advisors need to realize that women have a perspective on money that's very different from their own, Bob Clark writes.
Government Stokes Student Debt Problem but Is Key to Solving It: Senators
Between 2007 and 2012, the federal government made about $66 billion in profit on student loans, Sen. Elizabeth Warren said in a Senate hearing.
8 Huge Financial Meltdowns by Major League Baseball Players
Poor investments, scam artists and just plain old profligate spending are pitfalls some players can’t avoid.
Economic Anxiety Persists in Lead-Up to 2016 Elections
An unemployment rate around 5% doesn't mean 95% of Americans are A-OK, say Edison Research and Marketplace, who just introduced a new poll.
College Planning: 7 Steps to Filing the FAFSA
FAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
Returns Higher for Managed Account Users: Study
A new white paper posits that investors who aren’t using a managed account solution aren’t just struggling to keep up, they’re falling behind.
Retirees to Add $8 Trillion to Economy Through Charity: Report
Advisors who want to serve all of a client’s needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
DOL Clears Way for Impact Investing in Retirement Plans
DOL is replacing its guidance on socially responsible investing with new guidance that removes “artificial barriers” to investments that promote “the public good.”