Bernanke: Low Rates Are the Long-Term Trend
The Fed has not distorted markets or kept them artificially low, the former Fed chairman writes in his new blog for the Brookings Institution.
6 Predictions for Markets, Industry in 2015: CFA Institute
Late last year, the CFA Institute surveyed members about what 2015 held for markets and the industry. Here's how their predictions are playing out.
Public’s Feeling on Taxes Has Distinct Divide: Pew Survey
More than 60% of the American public believes some corporations and wealthy American’s aren’t paying enough in taxes.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!
Wall Street is out of step with the public in promising to make people rich—when their real goal is to have rich lives.
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.
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAs
SEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
The Beach Condo Rental Tax Write-Off? Not So Fast
Even assuming it’s a rental property for part of the year, the condo tax break option doesn’t mean it will work out.
These Are the 12 Top U.S. Metro Areas for HNW Prospects
Where can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
Emerging Wealthy Aren’t at All Like Current Millionaires. Or Are They?
A more ethnically and gender-diverse group of wealthy Americans wants what today’s wealthy want, but aren’t sure advisors want them.