2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
Beware High-Speed Trading’s Hidden Cost: Seawright
Like insider trading, high-frequency trading uses an unfair information advantage against ordinary investors, says broker-dealer CIO Bob Seawright, and the damage is hard to see.
Why Social Security Expertise Is Critical to Clients — and Advisors
According the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
Small Alternatives Firm CEO Casts Large Shadow
Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.
Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
Bernanke Wants Austerity, Just Not Now: Bob Seawright
Even if we don’t go over the “fiscal cliff” at year’s end, the cries for governmental austerity will only grow louder.
Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
Realistic Planning: There’s More to Life Than Retirement
Much retirement planning advice focuses on saving more and saving earlier. But this advice isn’t always realistic and often comes couched in unjustified criticism.
Evidence Over Ideology
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”