A monthly benchmark of financial advisors’ confidence in the economy and markets. A reading below 100 indicates pessimism, over 100 indicates optimism.
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“While the economy should continue to trend along at recent ...
Over the past six tightening periods since 1980, the S&P 500 has returned 23.5 percent on average in the nine months prior to the first rate increase.
While financial advisors started out the year more optimistic than they had been in all of 2014, their confidence in the U.S. economy turned negative in February. At the same time, advisors’ short-term outlook on the markets trended up...
It is not important to beat markets, but rather to accomplish personal goals under consideration of the right risk/reward when choosing an advisor or investment
It's getting harder and harder to climb the savings ladder. | Phil Ashley/Photodisc/Thinkstock
The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets...
Establish a game plan and have the patience and perseverance to take the necessary steps with your clients to achieve it.
Dear Lady Gaga. | Copyright Kevin Winter, Getty Images...
Cartoonist puts it all into perspective
