Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Energy: Powerful Production
By Ed McCarthy, CFP, RICPOn August 5, Southwest Gas Corp reported second quarter earnings of $0.21 per share vs. $0.22 per share last year. Excluding COLI, earnings were $0.16 per share versus $0.18 per share.
September 29, 2014
When History and Finance Go WrongThe planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
September 29, 2014
The Perils of the Indexing CrowdNew risks emerge as investors pile into a strategy.
September 29, 2014
Cold Call Script Writing LessonLets look closely at these two cold calling scripts. The first has a chance of success. The second has no chance.
September 29, 2014
Advisor Prepares Pro Athletes for Life After SportsLee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes sometimes after meeting the client for less than 15 minutes.
September 29, 2014
Lessons From Bill Gross' Departure From PIMCOTo begin, did PIMCO really not have a succession plan in place for their key man?
September 29, 2014
IRS Blesses 401(k) Rollovers With Pre-, After-Tax ContributionsNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 29, 2014
Using Monte Carlo in Financial Planning: The AssumptionsWhen creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.