Jul 18, 2016

Blue chip bullishness could be curtailed by junk bonds.

Hermes Has Message of Warning on Emerging-Market Stock Optimism

Jul 15, 2016

(Bloomberg) -- Equity investors jumping into the post-Brexit rally in emerging markets are underestimating the dangers of slowing economic growth and global political turmoil...

60-40 Is Looking Tired

Jul 14, 2016

The equity/bond ratio rule of thumb worked well, until it didn’t. Advisors need to turn elsewhere to hedge their risks.

The World’s Most Powerful Stock Pickers Don’t Manage a Penny

Jul 13, 2016

(Bloomberg) -- MSCI Inc. isn’t usually a name that springs to mind when one thinks of the most powerful players in the global equity market...

Military Families With an FA Are More Likely to Save

Jul 07, 2016

Drew Angerer/Getty Images ...

How Would Your Clients' Portfolios Hold Up in a Dreaded Black Swan Event?

Jul 05, 2016

Britain’s surprise vote last month in favor of leaving the European Union caught markets off guard, leading to $2 trillion in losses for investors around the world. The market volatility may have clients asking about other, less obvious...

Americans Stuck in Bad Financial Services Relationships

Jul 05, 2016

Click to enlarge As with love, many people are stuck in bad relationships with financial services firms. According to a Market Strategies firms survey, 31 percent of American households feel obligated to continue doing business with financial ...

Crowdfunding Is a Crowd Failure

Jul 05, 2016

In April 2012, the Jumpstart Our Business Startups Act (JOBS Act) was signed into law by President Barack Obama. The idea behind Title III was to open up investments to non-accredited investors by allowing them to invest in private startups and...

Millennials Are Pretty Cocky About Their Investing Skills

Jun 30, 2016

(Bloomberg) -- One of the great things about young people is their optimism, the confidence that everything is going to work out. Sometimes, though, that can get them into trouble, like behind the wheel of a car. Or as an investor...

The Biggest Risk To Clients’ Portfolios: Headline Risk

Jun 29, 2016

With the various national and global factors during 2016 playing an influential role in stock market performance, many investors and advisors are grappling with the fluctuations in market volatility...