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Divorce might be the worst financial plan of all

October 19, 2016

Divorce can crush just about any retirement savings strategy. And women generally suffer more than men. The later a woman divorces, the more likely she is to be working late in life. The road to real riches often begins in Congress, where the...

Goldman Sachs sounds the alarm on bond duration risk

October 18, 2016

Goldman Sachs is sending out a warning on the realities of duration risk in bond portfolios. Now would be a good time to rethink that long-dated bond exposure. Just a modest backup in rates could inflict outsized losses. Regardless of which...

The Fed ponders ignoring its inflation mandate

October 17, 2016

About that 2% inflation target, the Fed's Janet Yellen is now hedging her bets. Whatever it takes to avoid moving interest rates off the floor. Dishing about a “high-pressure economy.” Despite all those big speaking fees, it turns out a...

Financial wisdom from Deepak Chopra

October 14, 2016

Deepak Chopra is getting into the financial advice business, sort of. “If people ignore their well-being, they're going to have a financial crisis.” The cross-continental merger between Janus Capital and Henderson Global is said to be all...

Deutsche Bank settles with regulators for $9.5M

October 13, 2016

Deutsche Bank has agreed to pony up a cool $9.5 million for failing to safeguard certain non-public information. There was a failure to implement policies to prevent analysts from disclosing information. Wells Fargo chairman and chief executive...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

Stock market falls into earnings season

October 12, 2016

Earnings season kicks off with a little stock market selloff. Just enough of a dip to keep us on our toes, but not enough to keep us up at night. “You are coming up against very low expectations.” The price of gold is signaling an increased...

Viewing a recession threat through rose-colored glasses

October 11, 2016

Good news for those worried about all the goods stockpiled by U.S. wholesalers, because Bank of America Corp. says it isn't a recession indicator. The reason, it's different this time. Sound familiar? Contrasting optimism. Warren Buffett takes...

American Funds sees the no-load light

October 10, 2016

American Funds has seen the light and is now offering no-load access on the Fidelity and Schwab platforms. The latest evidence of how the DOL fiduciary rule is reshaping the asset management industry. Pioneer Investment's John Carey says you...

Gold prices send a scary message to the markets

October 7, 2016

The price of gold fell below its 200-day moving average for the first time since February, and that has the technical analysts calculating some bad scenarios. The precedent for a protracted bear market for the precious metal. The Wells Fargo...

Fidelity's billionaire Johnson family vs. the average investor

October 6, 2016

Fidelity Investment's private venture capital business gets called out for lining the pockets of the company's close-knit ownership circle at the expense of ordinary mutual fund shareholders. The Johnson clan gets richer. In the race to the...

As investors pile into junk bonds a familiar bubble is forming

October 5, 2016

Junk bonds are becoming the new hot item for investors, and that's probably not a good thing. “The risk-reward is getting skewed.” Most of the people who are paying attention are quaking in their boots over the potential impact this loopy...

Big bets come back to haunt Franklin Templeton's global bond fund

October 5, 2016

The $44 billion Templeton Global Bond Fund (TGBAX) is probably not what most financial advisers would expect from a strategy in such a bland and stoic category as world bond funds. But, based on the pace of money flowing out of the fund over...

Deutsche Bank turmoil exposes ETN counter-party risk

October 4, 2016

Nearly two dozen exchange-traded notes have come into Deutsche Bank's troubled shadow. Counterparty risk assessments. Projecting the next move for stocks. Going down to go up. Dissecting the dividend-payer buzz. Is dividend payment mandatory?...

Sheila Bair takes on the 'crisis' of student loan debt

October 3, 2016

Former FDIC boss Sheila Bair is calling student debt levels the next big crisis, and says the risk is that a generation of Americans will be too broke to contribute to the economy. ”A bank would never get away with what the Department of Education...

More dark clouds loom over Wells Fargo

September 29, 2016

Wells Fargo gets yet another black eye as California suspends business relationships with the bank. Criminal inquiries have been opened. The DOL fiduciary rule presents financial advisers with new challenges and opportunities when it comes to...

Morgan Stanley: DOL fiduciary rule turns brokerage business into a buy

September 28, 2016

Morgan Stanley believes the DOL rule is making the brokerage business a more interesting investment category. Something about a $22 trillion opportunity. “This opens up a larger addressable market than was possible in the past.” Would a...

Testing the limits of ETF tax efficiency

September 28, 2016

Investors in exchange-traded funds don't normally have to fret about tax bills, because tax efficiency is one of the main sales pitches right along with transparency, liquidity and lower fees. But thanks to recent adjustments in certain indexes...

The downside of negative interest rates

September 27, 2016

Don't buy the hype; negative interest rates hurt more than they help. Benefitting borrowers, but taxing savers and retirees. What central bankers see that nobody else does. Measuring the gravity of the DOL rule has 18% of advisers thinking of...

Tonight's presidential debate puts the markets on edge

September 26, 2016

Tonight's presidential debate will be watched as a potential disruptor for the equity markets. It all depends on how well the candidates can execute their fight plans. “The markets may react to a perceived shift in momentum.” Taking a look...

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