Distinguishing financial planner from investment adviser
Monday's Breakfast with Benjamin Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare
- What’s the difference between a financial planner and an investment adviser? At least three things. You say tomato, I say financial adviser
- Gold looks more tarnished by the day. Is this the time to jump in or cut losses? The ongoing gold argument
- As the Russell 2000 nears ‘death cross’ territory, technical analysts are prepping the pull the trigger on short positions. Meanwhile, the debate heats up over whether anything, short of a rate hike, can derail this stock market. ‘Not a clear-cut bearish signal’
- Where and how to buy stocks when companies are buying back shares at a record clip. Is this only a short-term strategy?
- If banks take a hit in a rising-interest-rate cycle, there are some ETF strategies that can navigate a clearer path to investing in certain financial stocks. Taking advantage of the trend
- Another unpleasant tax surprise from Obamacare. When estimating your income, you should have estimated better. Health insurance meets the tax code for the ultimate display of bureaucratic complexity
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