Economy & Markets
The important economic and stock market news that advisors need to know.
Economist: Sell Your Stocks, Take 6 Months Off
By Matthew Martin, BloombergIt's time investors took a break from the frothy market levels, says Steen Jakobsen.
March 30, 2015
Value Investors’ Inconvenient Truth: They Lose to S&P 500Value shop Research Affiliates argues that, ironically, value investors are supplying a premium to other market participants rather than collecting one.
March 30, 2015
Bernanke: Low Rates Are the Long-Term TrendThe Fed has not distorted markets or kept them artificially low, the former Fed chairman writes in his new blog for the Brookings Institution.
March 30, 2015
The 10 most tax-friendly states for wealthy clients in 2015For affluent clients, where you live has a big impact on how much you pay in taxes.
March 30, 2015
The 10 most tax-friendly states for wealthy clients in 2015For affluent clients, where you live has a big impact on how much you pay in taxes.
March 30, 2015
Spending by U.S. consumers increases less than forecastThe 0.1 percent gain in consumer purchases followed a 0.2 percent drop the prior month, Commerce Dept. figures show.
March 30, 2015
Understanding Bond Swaps and Their Tax BenefitsIn a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
March 28, 2015
Currency Exposure: Hedge or No Hedge?Advisors should speak with investors about the dollar's strength and about diversification, DeLegge writes.