All Weather Investments: Income in Rising and Falling Rate Environments
OppenheimerFunds Chief Investment Officer Krishna Memani argues that relying on bonds for income “may be somewhat shortsighted.”
Fixed Income: What Comes Next?
Are traditionally” safe” asset classes really safe? If not, how is portfolio protection potentially achieved?
Missing Out: The Opportunity Cost of Low Yield Investments
After the economic mess of 2008, investors wanted safety, but at what cost? Are they doing more harm than good?
Interest Rates: How Low for How Long?
Interest rates are set to rise? Not so fast, says OppenheimerFunds Chief Investment Officer Krishna Memani.
Danger in Safety: Constructing the New 40
According to OppenheimerFunds Senior Economist Brian Levitt, investors have been far too focused on protecting against risk within the fixed income component of their portfolio, rather than on where opportunities lie.
Rethinking the Portfolio: The New 60
Is the equity portion of the investor’s portfolio in line with the current market environment?
Portfolio Construction: New Trends, New Risks
Where are investors potentially making mistakes when it comes to portfolio construction and asset allocation? Still think equity markets are too volatile?
CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
SEC Busts 2 for Bilking Terminally Ill, Blind Seniors
The SEC fined one broker for his role in an annuity scam involving the terminally ill and another for stealing from blind and elderly clients.
Mass. Checks Out How BDs Treat Older Investors
Massachusetts securities regulator William Galvin is sweeping 162 Massachusetts BDs to gauge the number of complaints from older investors and how BDs resolve them.