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.
Making the Case for Strategic Beta as Fees Plunge
As strategic beta funds get cheaper and more plentiful, Morningstar's Ben Johnson and Schwab's Tony Davidow offer their analysis and advice.
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.
Why Mutual Funds Are the Most Popular Investment for US Households: ICI
The mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.
3 Defenses Against Retirees' Biggest Challenge
If your clients fail to plan for this threat, everything else is likely to fall to pieces.
Political, Regulatory Risks Drive Big Investors to Equities: The Economist
Some of the current bull market in stocks is being driven by tactical investments rather than by fundamentals, Franklin Templeton suggests.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
‘Trust in the Company’ Is Top Driver of Investment Decisions: Edelman
Institutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
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.