Von Aldo http://wealthmanagement.com/blog/15190/feed en The Unprecedented Happens All the Time http://wealthmanagement.com/blog/unprecedented-happens-all-time <div class="node-body blog-body"><p> &nbsp;</p> <p> In late 2011, early 2012, I was amazed and baffled by the valuations financial services stocks were being awarded. Having blown up (for all practical purposes) the financial system beginning in the summer of 2007, it was only natural that financial stocks should be sold off, because, well, some were insolvent. But as time wore on and the market began to recover, by four years on, I wondered why financial stocks were trading for half of their book/value or even less in some cases.</p></div> <p><a href="http://wealthmanagement.com/blog/unprecedented-happens-all-time" target="_blank">read more</a></p> http://wealthmanagement.com/blog/unprecedented-happens-all-time#comments Equities Von Aldo Wed, 06 Mar 2013 15:43:00 +0000 258591 at http://wealthmanagement.com Why Deep-Value Funds Could Be Ready to Rebound http://wealthmanagement.com/blog/why-deep-value-funds-could-be-ready-rebound <div class="node-body blog-body"><p> &nbsp;</p></div> <p><a href="http://wealthmanagement.com/blog/why-deep-value-funds-could-be-ready-rebound" target="_blank">read more</a></p> http://wealthmanagement.com/blog/why-deep-value-funds-could-be-ready-rebound#comments Markets Mutual Funds Von Aldo Thu, 21 Feb 2013 15:25:00 +0000 254521 at http://wealthmanagement.com The Pope's Monthly Retirement Payment: Not So Gaudy http://wealthmanagement.com/blog/popes-monthly-retirement-payment-not-so-gaudy <div class="node-body blog-body">Our Assistant Managing Editor Diana Britton posted a note about how Saturday Night Live spoofed Pope Benedict XVI's visit to a financial advisor to discuss his retirement package. What is so interesting is how rarely popes retire. The 85-year-old Joseph Ratzinger will, according to foreign press accounts be paid 2,500 euros a month.</div> <p><a href="http://wealthmanagement.com/blog/popes-monthly-retirement-payment-not-so-gaudy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/popes-monthly-retirement-payment-not-so-gaudy#comments People Blogs Retirement Planning Von Aldo Tue, 19 Feb 2013 19:17:00 +0000 253851 at http://wealthmanagement.com Obama: "Tonight I propose . . ." More Government http://wealthmanagement.com/blog/obama-tonight-i-propose-more-government <div class="node-body blog-body"><p> It&#39;s hard to imagine that President Obama would have the gall to say the words &quot;unsustainable&quot; and &quot;debt&quot; in the same sentence, let alone on the same day. Okay, let&#39;s get this straight: Raise the price of something, you get more of it (minumum wage); put aside partisan politics (hilarious); and create more jobs (seize wealth from the private economy and redistribute it to public workers, a.k.a. infrastructure improvements). As if the president of the United States could do all these things and more!&nbsp;</p></div> <p><a href="http://wealthmanagement.com/blog/obama-tonight-i-propose-more-government" target="_blank">read more</a></p> http://wealthmanagement.com/blog/obama-tonight-i-propose-more-government#comments Taxes Asset Protection Von Aldo Wed, 13 Feb 2013 03:16:00 +0000 252261 at http://wealthmanagement.com Anybody Bullish on Japan? http://wealthmanagement.com/blog/anybody-bullish-japan <div class="node-body blog-body"><p> &nbsp;</p> <p> Tom Lydon, the guy who you see all over the place, on the web, at speaking engagements, today posted an interesting observation on his&nbsp;<a href="http://www.linkedin.com/profile/view?id=10881208&amp;authType=name&amp;authToken=Rkl9&amp;ref=NUS&amp;goback=%2Enmp_*1_*1_*1_*1_*1_*1_*1_*1_*1&amp;trk=NUS-body-member-name">LinkedIn page</a>. To wit:</p></div> <p><a href="http://wealthmanagement.com/blog/anybody-bullish-japan" target="_blank">read more</a></p> http://wealthmanagement.com/blog/anybody-bullish-japan#comments Markets ETFs Mutual Funds Von Aldo Fri, 08 Feb 2013 14:53:00 +0000 251201 at http://wealthmanagement.com An Idiot's Guide to Screwing Up the Economy http://wealthmanagement.com/blog/idiots-guide-screwing-economy <div class="node-body blog-body"><p> Outgoing Treasury Secretary Tim Geithner is peddling a book deal. This morning, <a href="http://bit.ly/UZuaSm">Charlie Gasparino offered</a> some book titles. The headline to this blog is just one of them. He also suggested: <strong>What I saw at the (Socialist) Revolution</strong>. Another choice one: <strong>Mysteries of Space: How a Guy with Little Between His Ears Made It So Far</strong>.</p></div> <p><a href="http://wealthmanagement.com/blog/idiots-guide-screwing-economy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/idiots-guide-screwing-economy#comments Industry Legal Markets Von Aldo Thu, 07 Feb 2013 15:24:00 +0000 250991 at http://wealthmanagement.com Occupy Wall Streeters in NYC Are "Children of the Elite" http://wealthmanagement.com/blog/occupy-wall-streeters-nyc-are-children-elite <div class="node-body blog-body">The whole Occupy Wall Street movement was less spontaneous than advertised. Rather like the pre-existing anti-gun (and therefore personal liberty) political agenda that used a tragic event or two to cajole lawmakers into creating questionable legislation,</div> <p><a href="http://wealthmanagement.com/blog/occupy-wall-streeters-nyc-are-children-elite" target="_blank">read more</a></p> http://wealthmanagement.com/blog/occupy-wall-streeters-nyc-are-children-elite#comments Industry High Net Worth Von Aldo Tue, 29 Jan 2013 15:22:00 +0000 247001 at http://wealthmanagement.com Calling All Oustanding, Philanthropic Advisors: It's Our 33rd Annual Advisors with Heart Awards http://wealthmanagement.com/blog/calling-all-oustanding-philanthropic-advisors-its-our-33rd-annual-advisors-heart-awards <div class="node-body blog-body"><p> If you are a retail financial advisor (independent, RIA-affiliated, wirehouse --- it doesn&#39;t matter where you sit), please contact me or any of WealthManagement.com and REP. staffers. We are searching for candidates to receive our 33rd annual Advisors with Heart Awards. The award and profiles (and how-to incorporate philanthropic advice into your practices) will appear in the May issue, both in print and online.&nbsp;</p></div> <p><a href="http://wealthmanagement.com/blog/calling-all-oustanding-philanthropic-advisors-its-our-33rd-annual-advisors-heart-awards" target="_blank">read more</a></p> http://wealthmanagement.com/blog/calling-all-oustanding-philanthropic-advisors-its-our-33rd-annual-advisors-heart-awards#comments RIAs Philanthropy Von Aldo Mon, 28 Jan 2013 20:02:00 +0000 246661 at http://wealthmanagement.com Investors Sold Off U.S. Equity Funds. Wait. Whoops. They didn't. ICI Muffs Its Own Data. http://wealthmanagement.com/blog/investors-sold-us-equity-funds-wait-whoops-they-didnt-ici-muffs-its-own-data <div class="node-body blog-body"><p> &nbsp;</p> <p> U.S. domestic stock funds have been being sold off by retail investors for so long that even the Investment Company Institute got used to saying the word, &quot;outflow.&quot; See correction I received just now.&nbsp;</p> <p> <strong>CORRECTION: </strong>During the week ending 1/9/2013, equity funds had estimated inflows of $14.33 billion (NOT outflows, as previously stated). We apologize for the inconvenience.</p> <p> <strong>From:</strong>ICI Public Communications</p></div> <p><a href="http://wealthmanagement.com/blog/investors-sold-us-equity-funds-wait-whoops-they-didnt-ici-muffs-its-own-data" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-sold-us-equity-funds-wait-whoops-they-didnt-ici-muffs-its-own-data#comments Industry Markets ETFs Mutual Funds Von Aldo Wed, 23 Jan 2013 21:26:00 +0000 245191 at http://wealthmanagement.com Bernstein Research Raising Earnings Estimates On TD Ameritrade http://wealthmanagement.com/blog/bernstein-research-raising-earnings-estimates-td-ameritrade <div class="node-body blog-body"><p> We&#39;ve written extensively about how RIA platforms/custodians have had full pipelines on the back of a continuing trend of &quot;breakaway&quot; brokers. We even recently wrote a story about how do-it-yourself brokerages were becoming a force to be reckoned with. Well, TD Ameritrade (Ticker: AMTD)., the parent of TD Ameritrade Insitutional, posted some good numbers. &nbsp;this morning released&nbsp;</p> <p> &nbsp;</p> <p> &nbsp;</p> <p> <strong><u>AMTD: Posting Record Net New Asset Flows (PDF Attached)</u></strong></p></div> <p><a href="http://wealthmanagement.com/blog/bernstein-research-raising-earnings-estimates-td-ameritrade" target="_blank">read more</a></p> http://wealthmanagement.com/blog/bernstein-research-raising-earnings-estimates-td-ameritrade#comments Markets RIAs Equities Von Aldo Wed, 23 Jan 2013 15:11:00 +0000 244981 at http://wealthmanagement.com Nice Speech, Obama. Shame about the Facts: What's an FA to Do, Planning-Wise? http://wealthmanagement.com/blog/nice-speech-obama-shame-about-facts-whats-fa-do-planning-wise <div class="node-body blog-body">Yes, I am reaching back into the archives on this argument, but the point is still valid: If you have clients who are expecting their DB plans to come through during retirement or, heaven forbid, rely upon social security, whew! </div> <p><a href="http://wealthmanagement.com/blog/nice-speech-obama-shame-about-facts-whats-fa-do-planning-wise" target="_blank">read more</a></p> http://wealthmanagement.com/blog/nice-speech-obama-shame-about-facts-whats-fa-do-planning-wise#comments Markets Retirement Planning Von Aldo Mon, 21 Jan 2013 22:38:00 +0000 244421 at http://wealthmanagement.com Obama's Inaugural Speech Today Was Frightening --- from a Fiscal Standpoint http://wealthmanagement.com/blog/obamas-inaugural-speech-today-was-frightening-fiscal-standpoint <div class="node-body blog-body">All in, Obama hit all the liberal themes: Eat the rich, let's spend on infrastructure projects and clean energy, and don't touch entitlements!</div> <p><a href="http://wealthmanagement.com/blog/obamas-inaugural-speech-today-was-frightening-fiscal-standpoint" target="_blank">read more</a></p> http://wealthmanagement.com/blog/obamas-inaugural-speech-today-was-frightening-fiscal-standpoint#comments Markets People Asset Protection High Net Worth Von Aldo Mon, 21 Jan 2013 19:01:00 +0000 244381 at http://wealthmanagement.com Banks Sitting on a Mountain of Cash. Why? Fear of the Unknown --- Future Government Regulations http://wealthmanagement.com/blog/banks-sitting-mountain-cash-why-fear-unknown-future-government-regulations <div class="node-body blog-body">Is Obama the new FDR? Seems like it to me. Both believed that unelected bureaucrats from Ivy League schools knew better than individual people how to run their businesses, their lives.</div> <p><a href="http://wealthmanagement.com/blog/banks-sitting-mountain-cash-why-fear-unknown-future-government-regulations" target="_blank">read more</a></p> http://wealthmanagement.com/blog/banks-sitting-mountain-cash-why-fear-unknown-future-government-regulations#comments Markets Taxes Von Aldo Sun, 20 Jan 2013 15:18:00 +0000 244191 at http://wealthmanagement.com Jack Lew: Good for Wall Street, Bad for Investors? Oh, Puh-leeez. Finance Is Already One of Most Regulated Industries http://wealthmanagement.com/blog/jack-lew-good-wall-street-bad-investors-oh-puh-leeez-finance-already-one-most-regulated-industr <div class="node-body blog-body">Deregulation did not --- as in did not --- cause the financial crisis: Misregulation did. I keep reading, and hearing references to, the deregulation of Wall Street </div> <p><a href="http://wealthmanagement.com/blog/jack-lew-good-wall-street-bad-investors-oh-puh-leeez-finance-already-one-most-regulated-industr" target="_blank">read more</a></p> http://wealthmanagement.com/blog/jack-lew-good-wall-street-bad-investors-oh-puh-leeez-finance-already-one-most-regulated-industr#comments Legal Markets Real Estate Von Aldo Sat, 12 Jan 2013 18:57:00 +0000 241631 at http://wealthmanagement.com The Fiscal Cliff Deal: Drop Back 10 and Punt http://wealthmanagement.com/blog/fiscal-cliff-deal-drop-back-10-and-punt <div class="node-body blog-body">I’ll bet you are tired of hearing about the Fiscal Cliff carnival put on by Congress and the president. The bill, signed into law, is rather lame if you ask me. </div> <p><a href="http://wealthmanagement.com/blog/fiscal-cliff-deal-drop-back-10-and-punt" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fiscal-cliff-deal-drop-back-10-and-punt#comments Markets Taxes Estate Planning High Net Worth Mutual Funds Von Aldo Thu, 03 Jan 2013 20:46:00 +0000 239031 at http://wealthmanagement.com