Rob Arnott, Milton Ezrati: Where’s the Investment Risk in 2014?
Envestnet gathered a panel of big-name investing experts to explore what’s ahead for bonds, equities and demographics at home and abroad.
Your Clients Will Pay for World’s Debt, Advisor Warns
Advisor Romain Hatchuel says higher taxes, especially on the wealthy, are imminent as Western nations deal with heavy debt loads.
15 Best Finance Tweets of the Year: 2013
A Nasdaq crash, a government shutdown, a whale of a JPMorgan PR fail and more: a look back at the year in tweets.
3 Steps Advisors Can Take to Help Clients Pay for College
A competent advisor should help clients not only save for college, but pay for it as well, easily saving clients tens of thousands of dollars.
Budget Bill Nears Senate Passage
The Senate advanced the measure over a filibuster threshold on a 67-33 vote, ensuring it will pass the chamber no later than Wednesday.
Economy and Politicians Put Americans in Sour Mood
But most Americans feel well-equipped to make important financial decisions, according to the latest quarterly Allstate/National Journal Heartland Monitor Poll.
Predictions for 2014: Rodriguez, Fisher, Buckingham, Arnott
Our experts foresee market volatility in 2014—spurred by Washington.
The Importance of Explaining Medigap to Your Clients
While some retirement benefits are best delayed, like Social Security, others need to be acted on early. One of those is Medigap insurance.
Puerto Rico’s Bond Woes: What Went Wrong?
The island was flying high on the Fed’s quantitative easing; now the possible pullback has had an outsize, and devastating, impact.
Investors Anxiously Anticipating Argentine Policy Change
President Cristina Fernandez de Kirchner is recuperating after brain surgery days before a midterm legislative election that many believe will not go in her favor.