The Alternatives to Chasing Yield
In looking for “bond-replacing” securities in client portfolios, consider the company’s growth prospects and valuation.
Valliere: President Trump Is a 9.0 ‘Policy Earthquake’
Washington analyst Greg Valliere says that the policy changes Trump and Republicans will pursue “will be staggering.”
Purgatory or Hell? What GMO’s Inker Sees on Horizon for Investors
Regardless of who’s president, Inker says “there are no good outcomes for investors” because markets are so overvalued.
18 Reasons Americans Are Afraid to Retire
The reasons Americans are neither confident about nor prepared for retirement, and how to rectify both.
Prepping the Winter Home
For many HNW individuals, homes in wintry climates can present extraordinary financial risks, from burst pipes in kitchens to ice damming at roof edges.
16 Best & Worst 529 College Savings Plans of 2016: Morningstar
Of the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
Retirement, HSA Balances Rose in Q3, Fidelity Analysis Shows
Use of health savings accounts rose sharply over the past year.
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary Rule
Bogle said he couldn’t imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
Cash Balance Plans Supersize Small Business Retirement Savings
Hybrid cash balance plans can provide small businesses with an opportunity to more than quadruple annual retirement savings.
Top 10 Pensions Funds for Private Equity Returns
Private equity outpaces all asset classes in long-term returns on investments, according to the American Investment Council.