Chris Davis

Chris Davis
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From Ivy League to 'state U': Are investors rethinking 529 strategies amid political pressure?
YOUR PRACTICE PRACTICE MANAGEMENT APR 15, 2025
From Ivy League to 'state U': Are investors rethinking 529 strategies amid political pressure?

Harvard defies the White House. Trump freezes billions. Advisors tell families: keep saving.

Forget rate cuts, high rates are the new norm, says industry veteran
INVESTING EQUITIES APR 14, 2025
Forget rate cuts, high rates are the new norm, says industry veteran

Increased risk is inevitable, according to CEO of Schwab Asset Management.

Return of capital beats return on capital
YOUR PRACTICE PRACTICE MANAGEMENT APR 14, 2025
Return of capital beats return on capital

As the new White House administration impacts the market, Richard Saperstein believes liquidity management is critical.

Why the spirit of the 10b5-1 is still intact
NEWS REGULATION AND LEGISLATION APR 14, 2025
Why the spirit of the 10b5-1 is still intact

'It's an enviable dilemma having a lot of money in one stock, but it's a huge risk to their portfolios.'

Steering investors away from high-risk moves
INVESTING EQUITIES APR 14, 2025
Steering investors away from high-risk moves

There's no evidence a smart stock picker can outperform the benchmark consistently over many years, warns advisors.

Tariffs put investors on alert for 2025
INVESTING EQUITIES APR 14, 2025
Tariffs put investors on alert for 2025

Advisor voices hopes for negotiations, as opposed to more hardline retaliatory tariffs.

Breaking the boys' club
YOUR PRACTICE PRACTICE MANAGEMENT APR 14, 2025
Breaking the boys' club

'My clients are very accomplished – but they're also very intimidated by the financial world.'

401(k) panic: Americans confront retirement reckoning amid market mayhem
RETIREMENT RETIREMENT PLANNING APR 11, 2025
401(k) panic: Americans confront retirement reckoning amid market mayhem

The latest market swings are exposing a truth advisors have long known: the 401(k) alone isn’t a silver bullet.

Markets whiplash after fake tariff post goes viral, exposing cracks in modern finance
INVESTING EQUITIES APR 08, 2025
Markets whiplash after fake tariff post goes viral, exposing cracks in modern finance

In today's world, every headline is false until proven true, says CEO of XML Financial Group.

Wall Street braces for more tariff chaos — but one CIO says 'don't panic'
INVESTING EQUITIES APR 08, 2025
Wall Street braces for more tariff chaos — but one CIO says 'don't panic'

'This too will pass': Politically driven volatility nothing new, he says.