The Takeaway: S&P 500 breaks all-time high; time to start using margin

AUG 01, 2013
Portfolio The S&P 500 broke 1700 this morning for the first time ever.  (The Reformed Broker) Jobless claims fall to the lowest levels since January 2008.  (TIME) BlackRock, in pursuit of the "white whale of retirement income" launches its target-date bond fund suite.  (Investment News) A look at how several asset allocation strategies have done so far.  (Mebane Faber) Stress-testing your retirement portfolio buckets.  (Morningstar) The Biz Bank of America shakes up Merrill's fee schedule, will raise prices for many clients.  (WSJ) Why does Blackstone want attention from retail investors all of a sudden?  (YCharts) The four numbers every retiree should know.  (Charles Sizemore) Being more realistic on retirement withdrawal rates - is 3% the new 4% rule?  (Morningstar) Outliers Breaking: Long Island fund managers accused of $188 million ponzi.  (Newsday) *** Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

Latest News

Research highlights growing need for personalized retirement solutions as investors age
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones
Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Insured Retirement Institute urges Labor Department to retain annuity safe harbor
Insured Retirement Institute urges Labor Department to retain annuity safe harbor

A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.

LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors
LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors

"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.

Mercer Advisors expands in Florida with $1.2B AUM next-gen team
Mercer Advisors expands in Florida with $1.2B AUM next-gen team

It's the mega-RIA firm's third $1B+ acquisition in just three months.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.