Everyone wants retirement to be easy. Whether watching television ads or thumbing through a financial magazine or paper, different mutual fund companies, brokerage houses, and annuity providers tout the safety, security, and ease of use of...
Climate change is on the agenda again. With the concentration of atmospheric carbon dioxide surpassing 400 parts per million for the first time in human history, the Obama administration has begun to focus more on the issue. Strict carbon...
There are short-term trends that can have implications for the long-term investor’s investment portfolios. The first trend and outcome for 2014 is Americans are earning less and have less money to spend. With less disposable...
Welcome to WealthManagement.com’s 2014 bracket tournament. We're asking readers to weigh in on who they think is the most influential person in wealth management today. Is it one of the regulators who create compliance headaches for advisors? The...
For asset allocation decisions, we find great value in maintaining a long-term outlook for major asset classes. Twice a year, in fact, we conduct an extensive update of our five-year return forecasts for several asset classes. The purpose of t...
As the financial services industry continues to evolve with different channels of back-office support, smaller practices have greater opportunities for ownership, the ability to customize the way they serve their clients as well as greater...
What’s one of the best ways to immediately improve the performance of your client’s trust portfolio? Locate it in a state that exempts the trust from state income tax...
Winter Bites. Treasury yields fluctuated in a fairly narrow range last week. For example, the ten-year T-note yield intraday range was ten basis points. The level was 2.76% on Friday morning. Since July, a roughly 2.45% to 3.05% trading range...
