Research Magazine-October 2017

Issue Gallery ›

  • Making the Right Tech Moves

    Michael Finke

    If youre making a living giving financial advice to clients, youre probably overestimating how much better you are than a computer program.

  • Proper Perspectives

    Janet Levaux

    With the retreat of summer, students have headed back to class. Football season's returned, and hurricane season is peaking with disastrous consequences so far in Texas, Florida and beyond.

  • Isn't Indexing Perfect?

    Marshall Jaffe

    When it comes to investment strategy, some truths (about risk) are worth remembering.

  • Navigating Uncertain Rewards and Certain Risks

    Bob Seawright

    September 1, 2011, was a beautiful day. Photographer Gary Elliot was taking pictures at Swami's, a popular surfing beach in Encinitas, California. The surf was high that day, but nothing else seemed out of the ordinary.

  • A Look at Merrill's Mojo

    Janet Levaux

    From MyMerrill.com to its online investment service Merrill Edge, Bank of America-Merrill Lynch says it is introducing changes to boost how clients and advisors interact with it via information technology.

  • From ‘Wall Street’ to Main Street

    Janet Levaux

    Christopher S. Smith of Dover, Delaware, joined Edward Jones after earning his undergraduate and graduate degrees in business in 2008. He then went on to earn his CFP designation at Georgetown and the related Accredited Asset Management Specialist designation.

  • The Best Reason to Change Firms

    Mark Elzweig

    Some financial advisors chose to change firms frequently. Many people assume they do it just for the money and a lot of money can be involved.

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