Attention media: Connecting today's news to today's defections ignores the logistics of the business
In 2011, investors continued to struggle with the gap between the historic 10% returns to which they were long accustomed, and the realities of a lower-return, higher-volatility climate. It was a year in which worries over market volatility dominated headlines in the financial press, leaving investors wondering how to adapt their portfolios. But, we believe that to arrive at an effective solution, investors need to start with the right diagnosis.
In an <i>InvestmentNews</i> poll, advisers slammed President Obama's handling of the budget agreement. The big complaint: The White House dithered on cutting government spending.
House speaker takes big political risk mustering enough cliff votes; market surges
Many accelerating investment income ahead of expected rate hikes; 'The Fast and the Furious'
Small-business owners stand to benefit from deductions
Top prognosticators way off the mark last year; 'fear du jour'
Guggenheim to purchase Sun Life unit; CEO Mark Walter building a giant
Even a self-professed expert gets it wrong sometimes
The tax package that averted the fiscal cliff will significantly lower the deficit, but at what cost to economic growth?
Unit to pay nearly $11M to close Finra action; B-D platform allegedly failed to place orders in a timely fashion
A new white paper from United Planners explores how ERISA reform is changing the game for broker-dealers and their advisers.
For clients who are within five years of retirement, investment consultants would be wise to heed that well-known value investor Benjamin Graham, who said that the investor “will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.” We believe that an investment strategy that cultivates a substantial and growing cash flow via dividend and interest income can be an attractive solution for retirees who are trying to balance present income needs with future purchasing power. The combined focus on a rising income stream plus acceptable risk-adjusted total return may help keep retirees on path during difficult markets.consultants are rethinking how to help baby-boomer clients build sustainable retirement plans.
The Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline agreement to undo the potential economic harm of $600 billion in tax increases and spending cuts.
The Senate worked all weekend on proposals to avert the so-called fiscal cliff only to come closer than ever to the precipice by Sunday night. The mad dash to the edge undermines what is known as "regular order," or the Schoolhouse-Rock image of Congress.
Advisers taking Washington's inaction in stride.
All the doomsday predictions proved wrong, as the House late Tuesday evening overwhelmingly passed a bipartisan measure that will resolve the fiscal cliff.
