Economy & Markets
The important economic and stock market news that advisors need to know.
Bloomberg, Neasham, 401(k)s: The Irony Isn’t Lost
By Lloyd LoftonWe 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 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.
June 19, 2014
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s HasenstabIn 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.
June 19, 2014
3 Top Managers on Their Biggest Mistakes and How They Pick Great StocksChris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
June 19, 2014
5 annuity strategies with high client appealAnnuities are one of the most flexible products for helping clients successfully meet their financial objectives. Here are five useful strategies advisors can use.
June 19, 2014
5 annuity strategies with high client appealAnnuities are one of the most flexible products for helping clients successfully meet their financial objectives. Here are five useful strategies advisors can use.