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Investors pile into bond ETFs ... at the wrong time
INVESTING FIXED INCOME MAR 20, 2015
Investors pile into bond ETFs ... at the wrong time

Blame oil for the reversal of fortune that caught investors off guard.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 20, 2015
Tax season a nightmare for gay couples

Supreme Court decision could help but it will be too late.

Schwab, Guggenheim make their mark in ETFs
INVESTING ETFS MAR 19, 2015
Schwab, Guggenheim make their mark in ETFs

The business is dominated by BlackRock, Vanguard and State Street as low fees and strong performance draw investors. Other firms like Charles Schwab and Guggenheim are breaking through, but investors need to do their due diligence.

When a Goldman Sachs job is a liability
YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2015
When a Goldman Sachs job is a liability

Republican Cruz kicks off 2016 campaign for the U.S. presidency, skipping mention of Heidi Cruz's Wall Street career

Cruz avoids mentioning his wife's Goldman Sachs job
YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2015
Cruz avoids mentioning his wife's Goldman Sachs job

Republican kicks off 2016 campaign for the U.S. presidency, extolling his wife's entrepreneurial spirit.

Despite good news, bank ETF trails market
INVESTING ETFS MAR 18, 2015
Despite good news, bank ETF trails market

Stress tests, rate outlook bode well but negative sentiment on the sector remains.

Federated, BlackRock considering private funds to replace old money-market funds
INVESTING MUTUAL FUNDS MAR 18, 2015
Federated, BlackRock considering private funds to replace old money-market funds

Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.

Investors dump bond ETFs as interest rate hikes loom
INVESTING FIXED INCOME MAR 17, 2015
Investors dump bond ETFs as interest rate hikes loom

$6.1 billion yanked through the middle of March; withdrawals on pace to top the record $8.6 billion pulled in June '13 after taper tantrum

INVESTING ETFS MAR 17, 2015
Vanguard to offer its first muni-bond ETF

The company expects the tax-exempt index fund to be available by the end of June.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 16, 2015
Ex-NFL cornerback Will Allen accused of running Ponzi scheme

SEC alleges the NFL vet and his partner used cash from clients to fill a $7M shortfall in investor payments