Economy & Markets
The important economic and stock market news that advisors need to know.
Memories & Motion
By Janet LevauxThe markets are messy, and the Federal Reserve is reconsidering its plans to raise interest rates on a consistent basis in 2016. “Where can I put…
March 01, 2016
Morningstar Releases Sustainability Rating for 20,000 FundsOf the approximately 20,000 funds with Morningstar Sustainability Ratings, only 10% received a high rating.
March 01, 2016
Market Timers: Buy Stocks, High-Yield Bonds: Searching for Alpha for March 2016High-yield bond prices have started creeping above key resistance levels, resulting in buy signals for the tactical crowd.
March 01, 2016
From Clinton to Trump: Tax Plans of 6 Presidential CandidatesThe presidential candidates' tax policies vary widely. Here are the plans' long-term effects on the economy, according to the Tax Foundation.
February 29, 2016
Buffett’s 6 Nuggets of Investing Advice: Berkshire Shareholder LetterThe Oracle of Omaha spells out the secrets of his success in the 2015 Berkshire Hathaway shareholder letter.
February 29, 2016
Smart Beta Strategy Is Ripe for a ‘Crash’: Research AffiliatesSmart beta has performed well because of its growing popularity, not its actual strategy, a Research Affiliates report says.
February 29, 2016
Wall St. Meets Hollywood: 9 Biggest Grossing Business MoviesFinancial wheeling and dealing, most recently in the Oscar winner The Big Short, makes for memorable movies and pretty good box office.
February 26, 2016
How Advisors Can Protect Lawyers’ Retirement Funds From a CrashSome lawyers have an uncomplicated retirement plan ... Keep working, one lawyer says. But advisors have other ideas to help protect their nest eggs.