Economy & Markets
The important economic and stock market news that advisors need to know.
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March 02, 2009
Success, with Strings: Searching for Alpha, March 2009What's the best way to play the eventual recovery? If you're Warren Buffett, the answer is (mostly) shunning common stock in favor of higher tiers of the capital structure.
March 01, 2009
The opportunity of a lifetime (part 2)Our customers' investments will have less-impressive returns in the future. We can help them achieve better results. Reducing or eliminating income taxes will maximize the net benefit of their investments. Income tax planning is beneficial
March 01, 2009
Vanguard Adds Bond-Index FundVanguard says it has introduced a new broad-market bond index fund for use by Vanguard funds, including Vanguard's 11 Target Retirement and four Life Strategy...
March 01, 2009
Second Thoughts on First ImpressionsThe name of Emmi Sorokin's image consulting firm is an inspired choice. It's a Man's World is tongue-in-cheek enough to avoid raising the ire of feminists,...
March 01, 2009
Will Obama's Plan Rebuild the Economy?In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...
March 01, 2009
News: A Sense of Resolve?As we went to press, the White House and Congress have agreed to a $789 billion stimulus package of spending and tax cuts proposed by...
February 28, 2009
With all the economic uncertainty out there, what financial product/instrument are you avoiding?"I'm avoiding all the get-rich-quick stuff. I'm old enough to not be doing anything risky. But even if I was younger, I wouldn't fool around, or even listen to anybody promising me the moon. No risky stuff at all. I