Ritholtz: What Kills You and Your Investments
"You don’t understand risk," writes Barry Ritholtz. "If you did, you would live longer, have less fear and, eventually, a much bigger investment portfolio."
Pension Cash-Outs Trending Upward: Mercer
Mercer this week published a guide to help plan sponsors evaluate whether to consider a cash-out program, including common misconceptions.
Nothing Sells Like Team Spirit at MetLife
MetLife Solutions Group says team selling has provided its advisors three benefits: Clients get holistic planning, and advisors increase business and stem losses.
Clients Moving to the City? Communal Living Comes With Complex Risks
Going (back) to city living after the kids leave the house can greatly improve quality of life but brings different risks than the suburbs.
7 Threats That Can Derail a Client’s Retirement
Beyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
Don’t dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
Five Good Questions for Behavioral Finance Sage Terrance Odean
The behavioral finance expert shares his views on how money managers can do more for investors.
4 Ways to Protect Clients From Tax Refund ID Theft
The IRS has a backlog of nearly 650,000 unsolved identity theft cases, so for wealthy families and their advisors, preventive measures are especially important.
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.