With financial markets careening up and down amid new financial, environmental and geopolitical crises, investors are justifiably nervous about whether seemingly desperate times call for desperate measures.
Only in a courtroom will S&P's actions in rating mortgage-backed securities in the lead-up to the 2008 financial crisis be fully disclosed.
Before they can expect to get a reasonable number of referrals, advisers need to ask some tough questions about themselves
Congress and the president have time before they need to come to grips with the budget deficit, but they would be wise not to squander it on partisan bickering.
To start scrapping savings incentives would undermine the foundation of our retirement system, risking wider damage
With the Fed out of tricks, investors should expect a more volatile economy and market over the next 20 years
Financial advisers can cheer on behalf of some of their clients — individuals with annual income below $400,000 and couples below $450,000 — but they shouldn't cheer too loudly or too long.
End-of-year sell-off to beat the tax man may not be the best plan
The back-and-forth touched off by NAPFA's announcement last Tuesday to go all-CFP next year highlights the fact that after decades of discussion and debate, the financial advisory business is still struggling to define itself.
Although President Obama's appointment of Elisse Walter as chairman of the SEC will provide a degree of continuity at the agency, it also raises questions about how effective it will be for the near future.
Taxpayers probably won't have a clear idea of their 2012 tax obligations until the last minute this year — and possibly not even then.
If the CFP Board wants to meet its mission and not suffer a lingering stain on its reputation, it must come clean about the Alan Goldfarb drama.
The election clarified some issues for advisers and their clients but left dark clouds of uncertainty hovering over major financial and economic concerns.
Voting is a basic right of all Americans. The importance of this right cannot be overstated, yet every election year, we hear and read reports of low voter turnout.
