Is conventional financial planning good for your financial health? Before you automatically respond, Yes, of course it is, and angrily turn the page, seriously consider that provocative question for a moment. That was the name of a study published...
Ah, the benign indifference of numbers. If only we could regard them with a cold heart. Nearly every professional money manager claims that he does, that he invests bloodlessly that is, coolly and analytically taking positions according to his...
Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of the moneyed set. Of course, some funds get more love than others. According to the Luxury...
When 401(k) plans appeared in the 1980s, some Wall Street observers hailed the accounts as an innovative step in the evolution of capitalism: opening the capital markets to the small saver. Blue-collar workers could now buy and sell stocks and...
Everybody says they offer wealth management these days. But do they? Not really, says research and consulting group CEG Worldwide. Wealth managers use a truly consultative approach, and a lot of advisors are actually what CEG likes to call...