Displaying 170 results
The dull side of DFA
In bonds, staying cool by acknowledging that boring is better
Niche practice offers shield for advisers
Financial advisers who want to build their business by developing a niche can start by raising their public…
Energy arbitrage offers opportunities
In the past seven years, the spread between oil and gas prices has widened dramatically in what looks…
Trading volume misleading on ETFs
Exchange-traded funds have come a long way since they were first introduced 19 years ago, but apparently not…
Morgan Stanley refutes ‘regulatory concerns’ over Facebook IPO
Morgan Stanley (MS) defended its role in Facebook Inc. (FB)'s initial public offering after a Massachusetts regulator subpoenaed the bank over talks between an analyst and investors about the social media company's revenue outlook.
Major matters: Not all college degrees created equal
Hiring of graduated on the uptick, but certain majors much more in demand; avoid communications
Credit liquidity down, bond ETFs up
The regulatory response to the 2008 financial crisis continues to shape the markets in unexpected ways. We're…
Andy Friedman: Dividend stocks headed for trouble
Pundit warns that tax increase could lead companies to buy back shares rather than boost payments to shareholders
Advisers eighty-sixing 60/40 portfolio allocation: Survey
Traditional investment strategy seen as old school; value of buy-and-hold also questioned
Young workers on 401(k) offerings: We want sure things
Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification
Time for a new 401(k) model?
Automatic features of the 401(k) have improved savings opportunities for millions can workers over the past few years, but more could be done now and no new legislation is needed.
Retirement savings tax breaks safe — for now
At House hearing, neither Dems nor Republicans seemed eager to tinker with main selling point of 401(k)s and IRAs
A generational shift in portfolio design
Given the challenging economic environment and the hard lessons of the past several years, investment professionals need to…
Rethinking Finance: A Manifesto for Change
The following is excerpted from a white paper by James Montier, a member of the asset allocation team…
A case of two wives and one pension
Consider the case of a man who named his wife as the beneficiary of his union pension but…
Advisers worry about future of retirement savings incentives
Despite emerging unscathed from an initial review by a House committee, tax incentives for retirement savings could be…
Advisory firm targets Gen X and Y clients
Everything at oXYGen Financial Inc., from its unusual name to the Wii gaming system in its lobby, is…
Which IRA is which?
Young people know that they should be saving for retirement by socking away money in a tax-advantaged account,…
When an IRA deduction is denied
In a recent Tax Court case, a taxpayer's $5,000 IRA deduction was disallowed because she and her husband…
Avoiding a retirement ‘tax torpedo’
If your clients can wait, here is yet another reason why it can pay to delay claiming Social…
