Taking a step toward portfolio diversification
Performance lags packaged fund programs, blended benchmarks; get out, forget to get back in
Wednesday's report from the Commerce Department shows that the economy contracted by 0.1%; experts more focused on markets' momentum gain
One of the features of the fiscal-cliff bill approved last week by Congress was that it supposedly settled the question of marginal tax rates for good. It delivered the permanence to the vast majority of Bush tax cuts that investment advisers and their clients have long sought. But a little more than 36 hours after the measure passed, Congress demonstrated it will always tinker with the tax code.
Notices contained account balance errors, wrong names; cause of error discovered
After seven months on the job, Hilsheimer leaves post as president of retirement unit
Her work as a prosecutor and later as a defense lawyer has given her insights into the strengths and weaknesses of the securities law and regulations that will inform her decisions.
Advisers tend to fall back on industry-speak when talking to clients. This is not a good thing. Here are 8 phrases that should be jettisoned from the lexicon.
When it comes to investing, most individuals focus simply on the bottom line – the rate of return generated and how much money they made. Many investors don't consider that the companies in which they invest may violate their strong personal beliefs, according to Ave Maria Funds.
How investors can harness emotions for better investment decisions
With the November election in the rear-view mirror, what can retirement plan sponsors and participants expect in 2013? This new white paper from Invesco explores.
This white paper, sponsored by Principal Funds, examines three technical drivers that will potentially create attractive investment opportunities in the preferred securities market over the next two to five years.
