10 Lessons From the Fall Frenzy of Financial Activity
The relatively short time between Labor Day and Thanksgiving is a blur of activity in the investment industry.
Why Fake News Is So Much Worse for Investors
Markets are different from politics; they punish those who believe what isn't true.
Fed Needs a New Party Line on Inflation
After a while, continual “special factors” become a deflationary trend in a world where production capacity and labor exceed demand.
3 Defenses Against Retirees' Biggest Challenge
If your clients fail to plan for this threat, everything else is likely to fall to pieces.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.
Focus on the Ground Game
After a 5-year streak of stock returns averaging over 14%, focus on “winning the game” for your clients rather than keeping up with the S&P.
3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
Some flavors of 'plain vanilla' may be better, for some clients, than others.
4 Market Sectors Vulnerable to a Correction
Investors have crowded into certain investments and may be too complacent about the risk in some of the most popular segments of the market.
Fees Are Not the Enemy of Investors
Sales charges discourage active trading, and most people are terrible active traders.