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.
Overseas Investing Always a Part of Goodrich’s Strategy
John Goodrich’s 25 years spent in Guam give him a competitive advantage in international investing for his clients. He chooses by country, region and sector.
Earth, Water, Fire: How to Protect Your Clients' Homes
If coastal homes aren’t getting hit with storms, they’re getting hit with higher insurance rates.
A DFA Devotee Says Type of Advice More Valuable Than Type of Portfolio
While intelligent investment analysis and deep product knowledge are valuable, the advisor’s key added value is simpler and less tangible, advisor Eric Nelson says.
Top 10 Offbeat, Cheap Cities for Retirement
Retirees can find the perfect place to start a new phase of life in any area of the nation.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
Identifying Your Ideal Client
Defining which clients you want most will help you find them.
Nashville Gets Its Own ETF
You’ve heard about state municipal bond funds and single country ETFs, but what about city ETFs?
LPL Adds $360M Team in Oklahoma
Shaw Financial Services moves to the independent broker-dealer from Lincoln Financial.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.