Economy & Markets
The important economic and stock market news that advisors need to know.
In '06, Small Cap Outperformed Large-Cap Again
By Kara P. StapletonThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh year in the past eight years. "The Russell 1000 and Russell 2000 each outperformed the other for six separate months through the year, but in...
January 01, 2007
The Problem with Too Much MoneyWhen 2006 began, all eyes in global equity markets were glued to the Federal Reserve. The U.S. central bank has always been a pivotal player...
January 01, 2007
Living in an LPL WorldIf there is a place worth flying to for lunch from New York City -- and on Election Day no less -- it is probably...
January 01, 2007
Proud to Be a ConsumerMany people in the media talk about U.S. consumerism as if it's something evil, something we should all feel guilty about, something that's out of...
December 20, 2006
SIFMA Elects DirectorsThe Securities Industry and Financial Services Association (SIFMA), announced December 20 that it has elected a Board of Directors, the same slate that was proposed at the November SIFMA Launch in Boca Raton, Florida, and nominated officers for whom it is expected that the Board will vote at its meeting...
December 17, 2006
Income before MrIncome before Mr. Smith's Death Income after Mr. Smith's Death$3,000.00 - Rental Income $3,000.00 - Rental Income+$3,000.00 - Pension -$1,000.00 - Management Fee+$1,000.00 - ...
December 17, 2006
Income before MrIncome before Mr. Smith's Death Income after Mr. Smith's Death$3,000.00 - Rental Income $3,000.00 - Rental Income+$3,000.00 - Pension -$1,000.00 - Management Fee+$1,000.00 - ...
December 10, 2006
Distinguishing CRATs From CRUTsCharitable remainder trusts are typically categorized into 2 types, each being defined by the structure of the income stream. A charitable remainder annuity trust, or ...