Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
7 Financial Mistakes You Shouldn’t Make for Love
As Americans marry later or not at all, more are living with romantic partners. Here are seven warnings for your cohabiting clients.
Volatility Doesn’t Mean Markets Won’t Move Higher
Big market moves can make investors nervous. But should they? Consultant Alexei Bayer and ThinkAdvisor's Gil Weinreich discuss.
Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.
Top 6 Weirdest Tax Loopholes
A list of some of the strangest gaps in the U.S. tax code.
Managing the Risks While Renovating the House
Exposure for high-net-worth clients renovating their homes comes before, during and after the actual work. Risk #1: the general contractor.
Bill Gross: Hunker Down for Global Currency War
It was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
Why Risk Management Isn’t Like Car Shopping
As cheap risk modeling revolutionizes the way everyone invests, it is important to keep in mind one crucial two-word question: “So what?”
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.