As Fed Meanders on Rate Hikes, a Little Leverage for Investors
By Anne W. KritzmireThe Feds pause on short-term rates may keep leverage costs low for a while; leveraged closed-end funds could help investors earn additional income.
April 25, 2016
Helping Your New Client Get ComfortableFind out how and how often new clients want to communicate with you, and go over the paperwork they'll be getting.
April 22, 2016
Social Security, or savings, or a little of bothThe question isnt "why not shift most savings to Social Security," but "why shift most savings to Social Security"?
April 22, 2016
Social Security, or savings, or a little of bothThe question isnt "why not shift most savings to Social Security," but "why shift most savings to Social Security"?
April 22, 2016
Americans fall out of love with owning stocks: Barry RitholtzThe decline of equity ownership reflects a failure by too many Americans to save, which portends untold trouble amid the looming retirement of the baby boom generation.
April 22, 2016
On the Third Hand: Live humansWashington rulemakers don't seem to like them very much.
April 22, 2016
On the Third Hand: Live humansWashington rulemakers don't seem to like them very much.
April 22, 2016
How to Handle Clients With Assets ‘on the Side’Just like parents of teens, you have two choices: Preach abstinence, ignore and hope no one gets hurt, or accept reality, educate and advise.
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