Economy & Markets
The important economic and stock market news that advisors need to know.
Value Investors’ Inconvenient Truth: They Lose to S&P 500
By Gil WeinreichValue shop Research Affiliates argues that, ironically, value investors are supplying a premium to other market participants rather than collecting one.
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.
March 27, 2015
New Fund Takes Novel Approach to Protecting Against Stock Market LossesNew fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
March 27, 2015
Jeremy Siegel: Dow 20,000, Here We ComeIndex will hit 20,000 as early as year-end, boosted by low interest rates and expectations that the Fed won't hike rates soon, Siegel says.
March 27, 2015
The fastest-growing U.S. city is a senior communityThe Villages, a sprawling senior community of 114,000 residents, increased 5.4 percent in the year ended July 2014.