Investment

Why advisors need to consider the use of 529 plans for their clients' college savings strategies

We don’t think the economic weakness in Q1 is the start of another recession, and, indeed, we continue to expect that real GDP will expand 3.0% in all of 2014...

For the third year in a row, the summer driving season kicked off with national gasoline prices at $3.67 per gallon, according to data from the U.S. Department of Energy. Prices at the pump are below the $3.80 – $4.00 danger zone where they contr...

Many investors have at least heard of master limited partnerships (“MLPs”), and a growing number have allocated some of their investment portfolio to MLPs, often after seeing the respectable total returns the group has produced over...

Advisors and planners in today’s money market are increasingly steering investors toward commercial real estate.  With the economy slowly returning to health, property investment is once again emerging as a positive vehicle for high net...

This past week I came across an interesting survey conducted by Russell Investments on Smart Beta indexes. For starters, what is “Smart Beta”?  That can depend on who you ask; the consensus definition in this survey was “Alternative ways to cons...

  REITs used to be a collection of assets, but they’ve evolved over time to focus on shareholder value. 

One obvious consequence of the information technology revolution has been an explosion of news and noise.  We are bombarded daily with information and commentary that comes at us online, in print, and over various airwaves. This information...