UBS Makes Case for Borrowing as an Investment Strategy
If 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade — by borrowing cheaply.
Lou Harvey: Retirement Advisors’ Value Is Misunderstood
The Dalbar CEO says the consumer media's focus on investment returns and plan expenses overshadows the challenges advisors overcome to foster retirement security.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Taxpayers’ Private Data Stolen From IRS Website
Identity thieves hack information of 104,000 taxpayers and net $50 million in fake refunds.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
Advising Couples Who Disagree on Risk Tolerance
Financial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
No Liquidity for You (or Your Clients): Tactical Allocation Funds
Remembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.