Tiger 21 Ultrawealthy Members See Slower Year Ahead
After a year when the S&P returned 27%, it's no surprise investors predict weaker markets, said Tiger 21 CEO Michael Sonnenfeldt.
Uncertainty Prevails in Bank Sector as Q4 Earnings Season Kicks Off
Some analysts expect the major banks to have "sluggish" earnings, but others see the market momentum as working in their favor.
An Age-by-Age Guide to Teaching Clients’ Children About Money
Money talk in some families is almost as taboo as sex talk, providing advisors an opportunity to educate clients and build relationships that last generations.
SEC Notes Progress, Room for Improvement at Credit Rating Agencies
Annual report to Congress says smaller competitors are gaining market share, but persistent problems include lack of sufficient independence at the agencies.
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.
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.
Achieving Private Equity Returns, Minus the Drawbacks
From Ben Warwick's QES Investments, an ETF and a mutual fund seeking to mimic the performance of PE without many of its pitfalls.
A Way to Smooth the Market Volatility Ride
When volatility returns to the markets, protection via options strategies may smooth the ride.
In Competitive Stroke, Fidelity Launches Low-Cost, No-Commission ETFs
Trading began Thursday on 10 new Fidelity sector ETFs offered at 12 bps, with BlackRock as the funds’ subadvisor. Fidelity move may threaten Schwab and TD Ameritrade's ETF platforms for advisors.
S&P to Lose Nearly 16% by Year End: Wells Fargo Analyst
Gina Martin Adams says consumer staples and earnings growth are likely to weaken further in Q4, though one ETF is bucking the trend.