Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Top 10 Most Generous U.S. Donors: 2015
Tech world philanthropists star on The Chronicle of Philanthropy’s yearly list, representing nearly half the total amount donated.
3 Scary Questions on the Global Economy
Clients and friends have raised questions about the state of the global financial system. Here I'll attempt to address their concerns.
Momentum Stocks Stay in Vogue
The sectors that are hot right now suggest that investors are still happy to take risks.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Fidelity’s Feingold: 5 Investing Strategies for 2015
Jeffrey Feingold of Fidelity Magellan, a fund with 16% average annual returns over the past half-century, discusses his investing themes.
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.