Economy & Markets
The important economic and stock market news that advisors need to know.
Assessing a Client's Risk Tolerance: Don't Think You Can Set It and Forget It
By Mike PattonOver the years there has been a great deal of discussion pertaining to the topic of determining a client's tolerance for assuming risk. Questionnaires abound...
October 06, 2009
Increased Opportunities in the Emerging MarketsIndiscriminate selling may have done just that--but are the risks reasonable?
October 02, 2009
Exclusive WM Interview with Economist Robert ShillerOne of the economists whose theories are enjoying something of a renaissance is John Maynard Keynes, and his theory that economics is driven by human psychology.
October 01, 2009
Web Exclusive: Turmoil PlanningJanice A. Forgays says financial advisors should help clients review everything from wills to gift planning arrangements in light of the state of the economy. Otherwise, clients may face unintended - and unfortunate - results.
October 01, 2009
Neil Hennessy Remains BullishVeteran portfolio manager expects earnings to prople market higher
October 01, 2009
Lessons from the 2008 Markets Selloff: Searching for Alpha, October 2009It's been a year since the fall of Lehman Brothers, the storied investment bank that was forced to declare bankruptcy following an unsuccessful bid for a government bailout.
October 01, 2009
High Hopes and Altered GenesBiotech has long been a high-risk, high-reward industry. It is an industry in which numerous firms, including many small-caps and start-ups, intensively research possible...
October 01, 2009
Prepare for InflationDebt can be a tricky thing. As everyone who ever held a margin account knows, when prices of shares in your portfolio go up, the ability...