Economy & Markets
The important economic and stock market news that advisors need to know.
Does Risk Tolerance Merely Track the Market?
By Gil WeinreichDo risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
June 20, 2014
The Contrarian Play: Emerging Markets Energy SectorEmerging markets natural resource companies can be dirty companies, but theyre dirt cheap.
June 20, 2014
Bloomberg, Neasham, 401(k)s: The Irony Isn’t LostWe are now reading of horror stories of retirees suffering as their 401(k) rollover enriches brokers while leaving the consumer with less and less.
June 20, 2014
What’s Up With Bill Gross? Morningstar Crowd BaffledReaction to the PIMCO leader's keynote speech at Morningstar Investment Conference was quick, widespread and heavily digital.
June 19, 2014
To the Active Managers Go the Spoils in 2014: NatixisAmong other predictions, Natixis sees a sharp split between winners and losers in the stock market, spelling middling results for indexers.
June 19, 2014
Sunglasses-Wearing Bill Gross Says He’s a ‘Cool Dude,’ Forecasts 3%-5% ReturnPIMCOs Gross speaks of The Manchurian Candidate and the press, says Total Return fund is outperforming, and waxes on New Neutral of real Fed rates.
June 19, 2014
Brightman, Ferri Slug It Out Over Smart BetaIs smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
June 19, 2014
IRS Tweaks Offshore Account Rules to Prod Tax Cheats to Pay UpIRS expands its program to encourage the millions of Americans who have cheated on their taxes with offshore accounts to come forward.