15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
2 Easy Ways for Advisors to Be More Persuasive
Plus a bonus: a helpful tool you never knew was hidden in Microsoft Word.
Simple Tips for Keeping Your Tech Tools Humming
A bad experience reminded me of some basic steps you can and should take to keep your technology tools working as needed.
An Old(er) Piece of Software That's Producing New Dividends
The Pro version of Adobe Acrobat allows me to communicate more efficiently with clients, while saving me time and trouble.
Keeping the Right Focus
It's been a good ride recently for total-return investors. First, the S&P 500 rose 25.2% through early December; global stocks, as tracked by Morgan Stanley, improved 21.6% during the same period.
Wounded Celtic Tiger Is Slowly Recovering
It remains to be seen how successful Ireland will be, with the eurozone's economy still floundering, Germany's slowing, and problems continuing within its own borders.
Introducing FRED: a Free Analysis Tool From the Fed
I use FRED, an Excel add-on from the St. Louis Fed, to keep informed on all matters economic and markets, and to perform analysis.
First Eagle Fund Goes ‘Anywhere the Value Is,’ but With a Safety Margin
Global Income fund builds on First Eagle Global Fund’s success, following Benjamin Graham's diktats, but not averse to the benefits of high-yield bonds.
How I’m Handling My Document Storage Needs
For my own needs, and my clients’, getting a handle on document storage is a crucial initiative.