Subscribe

Paul Menchaca

Paul was Digital Assistant Managing Editor at InvestmentNews from 2012 to 2013 when it was owned by Crain Communications. Connect with him on LinkedIn here.

Displaying 221 results

Topic

Where Pimco’s Total Return Fund is invested now

Saumil Parikh, a portfolio manager for Pimco's Total Return Fund and a member of the firm's investment committee, on where the world's biggest mutual fund is increasing and lowering exposure.

Topic

Chart of the day: Gauging the fiscal cliff

Leon LaBrecque, chief strategist and founder of LJPR, a firm managing over $470 million in assets, presents a…

Topic
  • November 11, 2012

Next generation of financial advisers

A look at the challenges and opportunities facing (mostly) young people as they break through into the financial advisory business.

Topic
  • November 8, 2012

Tax planning strategies

Whether it's confusion over the estate tax, looming costs associated with Medicare or scenarios related to the so-called fiscal cliff, advisers have a lot to talk to clients about when it comes to tax issues.

Topic

Chart of the day: How different industries will react to election results

LPL's Jeffrey Kleintop looks at sectors that will do favorably under Democrats or Republicans.

Topic

Eight tax strategies for advisers to consider

Clients are peppering financial advisers with questions about how to prepare for steep tax increases that could result…