Hussman: Sell Your Stocks Now!
John Hussman warns that stock valuations are past their 2000 peak and that investors who don't sell now will ask, “What was I thinking?”
Fiduciary Danger Lurks in Vanguard, Fidelity and T. Rowe TDFs, Book Warns
New book by Ron Surz and others warns against following the crowd with funds that over-allocate to equities, putting millions of Americans’ retirement at risk.
Study Backs a Powerful Way to Manage Portfolio Risk
Diversification across multiple asset classes is one of the most effective risk management tools available to investors, according to Manning & Napier.
Risk Management for Homeowners Returning to the Coasts
If an affluent client wants to build a house in a flood zone, help them manage the risk before they build.
Why Are So Many Boomers Working Longer?
New research and old confirm that better educated workers are working into ages once considered “old.” But why? And are they crowding out younger workers?
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
Pension Plans Weighing De-Risking Options
Nearly 30% of defined benefit plans are planning, or at least considering, a risk transfer this year, according to a study commissioned by Prudential.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Axel Merk Makes Case for Gold With 80 Years of Data
Looking at 10-year, 30-plus year and 80-year time frames, Axel Merk finds that including gold always enhanced risk-adjusted portfolio returns.
Tax Shelters and Abusive Tax Shelters: What Are They?
Tax facts experts look at tax shelters and abusive tax shelters.