‘Rothification’ of 401(k)s Likely in Senate Tax Plan
Tax and budget analysts give mixed reviews of the House bill, which is being amended.
4 Warning Signs Investors Shouldn’t Ignore
Award-winning reporter Diana Henriques tells ThinkAdvisor about the big warning investors missed before Black Monday — and why conditions are ripe for another major panic.
GMO: Don’t Blame Tech for Stocks’ Overvaluation
The so-called FAANG stocks are up 36% on average year to date through September. But there's more to the story, GMO strategists write.
10 Lessons From the Fall Frenzy of Financial Activity
The relatively short time between Labor Day and Thanksgiving is a blur of activity in the investment industry.
Cambria Partners With TD Ameritrade on TAMP Alternative: Portfolio Products
In other product news, S&P Dow Jones is now publishing carbon metrics on most of its equity indexes.
10 Points About Forecasting and Why We Stink at It
Even though predictions are almost useless, we persist in making and listening to them, Barry Ritholtz writes.
Powell Pledges to Pursue Fed’s Employment, Inflation Goals
Trump’s pick for Fed chair says he’ll retain the Fed’s tradition of monetary policy independence.
GOP Tax Plan Increases Need for Estate Planning Flexibility
For high-net-worth clients, the key principle today is keeping options open.
Senate Democrats Rip GOP Tax Limits on 401(k)s, Offer Their Own Plan
Democrats "have been slack-jawed at the idea that they [GOP lawmakers] just cannot keep their hands off your 401(k),” said Sen. Ron Wyden.
Stocks Aren’t Spooky, but Expect More Volatility: Schwab
Schwab’s Liz Ann Sonders, Jeffrey Kleintop and Brad Sorensen believe the bull market will continue and suggest investors remain at their target allocations.