Where Do We Go From Here?
Predictions are inherently tricky business.
3 Asset Managers on 2015 Investing Amid Rising Geopolitical Risk
The importance of both political and geopolitical risk have gained further amplitude and raised their profile as key issues for the investment community to consider in 2015.
Social Security Is Failing Elderly Women: Sen. Wyden
At hearing, lawmakers explore ways to shore up Social Security for women, as they are twice as likely as men to fall into poverty.
Coaches Corner: Make Year End Goal Planning a Team Sport
Following a six-step process—and getting buy-in from everyone on your team—makes for effective goal planning.
Proposed Legislation Could Boost Benefits for Social Security Beneficiaries
If passed, the Social Security 2100 Act will provide a 2% benefit increase beginning in 2015, set the minimum benefit 25 percent above the poverty line and raise the threshold for the combined payroll tax.
Schwab Sees Bull Market Raging On in 2015, With Caveats
Data suggests continuance of secular bull market, say Liz Ann Sonders and colleagues, but watch out for energy junk bonds.
5 Ways to Give Back Beyond Giving Tuesday
The Financial Women’s Association released a list of ways consumers and leaders in the financial industry can give back now and throughout the year.
Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.
Social Security Benefits to Rise 1.7% in 2015
In 2015 Social Security benefits will rise by 1.7 percent per the annual cost of living adjustment (COLA), affecting more than 58 million beneficiaries.
What Doctors and Families Have That Advisors Don’t
The CFA Institute’s Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.