Bernanke says the economy is kind'a recovering. Compare those remarks to the outright bullish statements of Liz Ann Sonders, the chief investment strategist of Charles Schwab & Co who earned a reputation for being Madam Gloom at past Schwab IMPACT conferences.
Schwab’s annual IMPACT conference for its affiliated RIA’s opened yesterday evening in San Diego. The highlight thus far: The discourse between BlackRock Chairman and CEO Larry Fink and PIMCO CEO and co-CIO Mohamad El-Erian.
“Are you going to IMPACT this year?” I heard it over and over again from executives, advisors marketers, recruiters, attorneys, compliance experts, technology people and other reporters for weeks leading up to the event. Schwab IMPACT 2009—this year in San Diego—is not all hype.
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More