Most Recent Blog Posts

May 31, 2013

Rising Rates Could Blow Up Boomers' Retirement

Older investors with assets in defined contribution plans like 401(k)s and IRAs are in trouble. As interest rates rise, a new study by Casey Quirk....More
Apr 30, 2013

Everything You Know About Portfolio Construction Is Wrong

One speaker at IMCA takes a lot of common investing perceptions, and throws them out the window....More
Mar 20, 2013

What Does Ron Paul Know About Buy-and-Hold?

Wealth advisor Dan Solin says Ron Paul's math “disparaging” buy-and-hold investing was wrong. But the libertarian may have a point....More
Mar 13, 2013

iShares Newest Distribution Channel: Fidelity

In a partnership announced today, iShares will increase its access to Fidelity’s 10 million retail investors and its more than 3,000 RIAs in a....More
Feb 21, 2013

Seeking Alpha? Try Women Hedge Fund Managers

Women hedge fund managers outperform their male counterparts, a new report by Rothstein Kass found....More
Feb 12, 2013

Record Month for Fund Inflows, But Don’t Get Out the Champagne Yet

January was a record month for mutual fund inflows—especially equity funds. But don’t get excited; the flows are likely due to one-off, temporary....More
Jan 23, 2013

Investors Pouring Money Into Stock Funds? Don’t Count on It1

Flows to stock funds are coming back this year, but it won't last: Just look at the last five years. And advisors are partly to blame for this "....More
Jan 17, 2013

Remember the Good Ol’ Days, When Assets Were Pouring into Stock Funds?

Here's a fond look back at what it was like when assets were pouring into equity funds and out of bond funds, as well as what we can expect retail....More
Jan 15, 2013

The 1%: The Spanking Was Not So Bad

The wealthiest 1 percent took a beating last year, but it wasn't as bad as they thought it would be....More
Jan 10, 2013

Jack Lew: Good for Wall Street, Bad for Investors

President Obama’s choice of Jack Lew as the new Treasury secretary could be good for Wall Street, but bad for investor protection....More
Jan 10, 2013

Morningstar: Be Prepared to Lose a Lot in Bonds

Stocks and bonds had a pretty good 2012, but expected bond returns are negative, according to Morningstar....More
Jan 09, 2013

FINRA’s Most Fond Memory of 2012: One-Upping the SEC?

In its annual year in review, FINRA pats itself on the back for the number of regulatory referrals to the SEC and other agencies. Is FINRA trying to....More
Jan 04, 2013

Another Case of How Bad Firms Come Back to Bite You

A former broker’s case against FINRA was dismissed by the United States Court of Appeals Wednesday, but the case just goes to show that bad firms can....More
Jan 02, 2013

Happy New Year for Stocks? In Years Ending in “3,” Equities Outperform

Since 1900, the S&P gained an average of 7 percent in years ending in “3,” according to S&P Capital IQ. Could 2013 be the same?....More
Dec 31, 2012

Millionaires: Party Poopers on New Year’s Eve

Hoping to meet some promising prospects at a New Year’s Eve party? Think again. Most millionaires plan to stay at home on New Year’s Eve, according....More
What's Yield of Dreams?

Casting a gimlet-eye on asset management issues.

Blog Archive
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×