Under the Hood: What You Should Know About the YCharts Tool
YCharts is one of the most impressive applications for research and analysis I've seen in over 25 years as an advisor.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
10 Best States for High-Paying, High-Tech Jobs
A Milken Institute index ranks states’ ability to convert their science and technology resources into high-paying jobs.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
10 Richest Members of Congress: 2014
As midterm elections near, it's good to know which legislators have the most amount of money, and if it means they are less effective legislators.
Should 401(k)s Have Bitcoin?
Its advocates acknowledge it's a risky investment but, they say, acceptance is growing, as is interest from institutional investors.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Using Distributions in Monte Carlo Simulation
Looking at some MCS distributions and learning how to use the most appropriate one.
Krawcheck Calmly Rips Microsoft CEO Over Comments on Women
Krawcheck criticizes Satya Nadella’s advice that women shouldn’t ask for raises but should rely on “karma” instead.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.