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
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers Tips
By Jane Wollman RusoffM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
April 01, 2014
Top 10 States With Fastest 401(k) GrowthThe average 401(k) balance in 2012 was nearly $76,000, up 11% over 2011, according to Judy Diamond Associates.
March 31, 2014
The Dark Side of Investment StoriesTo convert the messiness of the real world into a compelling narrative, some facts must be elevated in importance, some discounted and others ignored.
March 31, 2014
High Speed, Low Drag: Combining High-Tech Risk Management With ETFsRisk is the two-horned dilemma of financial advice.
March 31, 2014
The Right Way to Attend a Conference: Bill GoodWhat if there is a decent chance you could come away with one or two major life and/or business changing ideas?
March 31, 2014
Small Charities’ Investment Returns Trailed Broader Market in 2013Many small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
March 31, 2014
Boomers’ Biggest Retirement RegretsAs the last of the baby boomers turn 50, they would be wise to heed these retirement lessons, financial and otherwise, from their older counterparts.
March 26, 2014
The Taxation of Life Insurance Policy LoansThe Tax Facts experts sift through the complexities of loans on life insurance polices.