Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Advisors don’t appreciate how cautious clients have become, said speakers at the Investment Company Institute’s recent general membership meeting in Washington yesterday. Despite two years of rising markets, clients continue to hold...
In 2003, the mutual fund industry got slammed when the Securities and Exchange Commission started investigating the market timing and late-day trading activities of several fund families, including Putnam Investments, Janus Capital Group, Invesco...
The Kentucky Derby has been called the fastest two minutes in sports. But after the thoroughbreds thunder past the finish line at Churchill Downs during the 137th running of the storied race on May 7, another competition will begin to gather speed...
When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to...
Preferred partnerships (PPs) are very useful and versatile estate planning vehicles that have been around for decades, yet still appear to fly under the radar. From an economic perspective, a PP is often well-suited to act as a multi-generational...
Former Federated Investors portfolio manager David Tice has found another use for his investing skills: Hollywood. Bloomberg reported that Tice has invested in Soul Surfer, a new movie about Bethany Hamilton, the award-winning surfer who returned...
Whoever said it was painful to talk to your kids about sex? According to a new survey from ING Direct USA, parents are more prepared to talk to their kids about the birds and the bees than about money and finances. Only 26 percent are ready to...
