Gross, El-Erian Disagree on Fed Rate Hike
Bill Gross says Fed has data it needs to start raising rates in September; Mohamed El-Erian says Fed will wait for the next jobs report.
In Alts Investing, Managing Expectations Is Top Priority
Headlines about the relative success or failure of alternative assets like hedge funds can affect clients’ — and advisors’ — attitudes about those strategies.
Two Reasons to Rethink Real Estate Investing
It remains axiomatic that the supply of tradable real estate is fixed, and it has key traits that attract alternative investment managers.
Pretty Good Week for Live Oak Bank: $200M in Advisor Loans, Plus an IPO
The bank that lends to small businesses held a successful IPO in the same week it hit the $200 million mark in advisor loans.
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
Tiger 21’s Ultra-Wealthy Members Pile More Money Into Real Estate
Here's where members of the ultra-high-net-worth investing club put their money in the second quarter.
Housing Market Mixed: Time to Buy or Hold Off?
Does the decline in new home sales for June and downward revisions for April and May signal that the housing rally is slowing?
4 Ways Investor Actions on Foreign Stocks Are Changing
Savvy investors should know about these four major actions changing the treatment of foreign shareholders.
Senate Panel Extends More Than 50 Tax Breaks
Sen. Orrin Hatch says the package includes widely supported tax provisions and “will provide some certainty in the tax code for the next two years.”
Schwab, Fidelity DAF Grants Set Records in 2015
Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.