As the Year Turns, Time to Go Back to Stocks?
First a reminder--advisor, avoid large losses--but it might also be time to consider these real estate and bond funds
Hope Dims for Fiscal Cliff Deal Before Christmas
A Christmas miracle on the fiscal cliff faltered after House Speaker John Boehner called an abrupt recess for the House, handing responsibility for a deal to President Obama and the Democrats.
Jeff Gundlach Investing Advice: Hold Cash, Fold Stocks
DoubleLine CEO warns of ‘Pavlovian response’ when turning to risky assets.
Muted Beta: Long/Short Equity for an Uncertain Market
Fewer constraints at the edge of the “Cliff” just might be a good thing: a look at how to measure long/short strategies.
Gift Now or Not? Impact of Pease Limit on Charitable Deductions
While many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.
As Fiscal Cliff Nears: To Sell or Not to Sell?
Four issues I’ll be considering on behalf of my clients' investments as the New Year approaches.
Friedman Sees Fiscal Cliff Deal by Christmas Eve, as Obama, Boehner Meet
As Speaker John Boehner and President Obama met Monday morning to iron out further details on a possible deal, political analyst Andy Friedman remains optimistic on a deal by year-end.
Loss of Tax-Exempt Status Could Hurt Banks With Muni Exposure
Meredith Whitney’s warnings about a wave of bankruptcies two years ago didn’t kill munis, but will ending their tax-exempt status push these securities over the fiscal cliff?
How the Federal Fiscal Cliff Will Shift to the States
With state budgets still reeling from the great recession of 2008, the states face further budget upheaval as the federal government addresses the fiscal cliff and sequestration cuts.
How One Advisor Is Speaking to Clients About the Coming Cliff
Yes, the fiscal cliff is looming. Is NorthStar's Fred Taylor scrambling to talk to clients about their dividend-rich portfolios? He's way ahead of you.