Economy & Markets
The important economic and stock market news that advisors need to know.
Helping retirees dodge the Medicare income-based surcharge
By Robert Bloink, William H. ByrnesYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 28, 2014
Eurozone Troubles Make US Bonds Look CheapInvestors are looking at the relative rather than the absolute value of bonds, the co-managers of the Osterweis Strategic Income Fund wrote in their October outlook.
October 28, 2014
Research Affiliates Gives Its Forecasts Away for FreePssst! Want some detailed portfolio ideas from a highly regarded money manager, regularly updated and for free?
October 28, 2014
BlackRock Cuts Fees and Expenses on Three Bond FundsThe cuts come as Bill Gross PIMCO departure is sending billions of dollars to competing firms.
October 27, 2014
Choosing a CustodianThis is one of the most important decisions you'll make if you become an RIA.
October 27, 2014
USCF ETF Bets on Stock SplitsStock splits make great headlines but are they good investments?The Stock Split Index Fund (TOFR) began trading in September and is based on a model portfolio…
October 27, 2014
Boom and Gloom in Retirement PoliticsDemographic tensions bode ill for boomer retirees.
October 27, 2014
Bill Gross’ Move from PIMCO to Janus: ‘A Watershed Moment,’ Says ExpertPIMCO's assets under management fell 5% in the third quarter, according to figures the firm released on Oct. 10. As of Sept. 30, the fixed-income shop…