Value to Trump Growth Over Next Five Years, Says Expert
By Gil WeinreichEric Nelson of Equius Partners expects his “all value,” passively managed portfolio to outpace other popular approaches
April 01, 2011
10 tax questions every advisor should answerJust in time for the last minute tax push, I received a package in the mail last week from IRA guru Ed Slott. Inside the package was a 47-page booklet titled "Ed Slott's Retirement Decisions Guide: 2011 Edition."
April 01, 2011
The Hispanic Workforce Is Rising, but Lack of Education Still Holds These Workers BackThe 50 million Hispanics in the U.S. represent 15% of the American workforce, and the Hispanic small business sector is the country's fastest growing sector.
April 01, 2011
First-Quarter Review: Equities Show Solid Gains, Bonds Have Mixed Results: Searching for Alpha for April 2011Little differentiation between the returns in growth and value stocks, but munis stage a comeback.
March 30, 2011
Wake up, middle marketIt's been several weeks since I last blogged about "scary retirement statistics," so I think it's time for another batch of them.
March 30, 2011
Don't be that guyThe story is told of an insurance agent who one morning received a telephone call from the wife of his "best" client.
March 30, 2011
Retirement!The concept of retirement itself is likely flawed. Post-retirement, the combination of additional learning pursuits, part-time volunteer work and travel (if desired) is perhaps one desirable model.
March 30, 2011
Don't be that guyThe story is told of an insurance agent who one morning received a telephone call from the wife of his "best" client.
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