A Check-in on European Risk Fears of a fiscal showdown between Italy’s new government and the European Union (EU) have roiled Italian ...
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If you miss or ignore any of these important, applicable dates, you could hurt your retirement finances. As summer comes to an end, don’t ...
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A recent survey from the American Institute of CPAs found that 63% of individuals who either have $250,000 in investable assets and/or ...
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Should You Be Concerned About the Height of the Market? US equity markets have been trading at or near all-time highs recently as the S&P ...
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Saving for Retirement and Potential Health Care Costs Your friend Jody has recently started a new job and she has several options for ...
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Trade issues may continue to cause trouble but shouldn’t derail the bull market or end the economic expansion. Investor sentiment was mixed ...
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We see threats to equities, but we don't believe this bull market is over. Last week featured multiple negative political headlines for ...
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When a person leaves a job to retire or to join another employer, there are often decisions about what to do with your 401(k). Should you ...
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Recharacterization of Roth IRA conversions from traditional IRAs and 401(k)s has been repealed, but recharacterizing Roth contributions is ...
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Despite Apple topping $1 trillion in market value, the unemployment rate continuing to climb down, and a multitude of other positive market ...
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What Are the Advantages of Using a Roth IRA vs. traditional IRA vs. a 529 Plan When Saving for College Costs? Consider this Scenario: Your ...
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The “Godfather of Soul,” James Brown, had a noble vision for how he wanted his assets distributed after his passing. His will had set aside ...
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U.S. equities continued to rise during the second quarter. Both large cap stocks (S&P 500) and small cap stocks (Russell 2000) finished the ...
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A recent study of 22,000 publicly traded companies found a correlation between profitability and women in leadership roles. Specifically, ...
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U.S. Indices Are Mixed, While Corporate Earnings Draw Headlines Investors focused last week on a moderate easing of trade tensions and a ...
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Our estate planning hats are on this week, and we have two fundamental but essential questions for readers: (1) Do you have a will? and (2) ...
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Should China's Currency Worry Markets? A slide in the Chinese yuan is sparking fears of a sharper devaluation that could rattle global ...
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Oftentimes when it comes to investing, there are habits/tasks we know we should do, and habits/tasks that we’d maybe prefer to do. Saving ...
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Determining Priorities When Saving for Retirement and Paying Off Student Debt Consider this Scenario: Your friend Stanley has recently ...
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Volatility Softening; Rate Hikes The second quarter of 2018 saw a marked decline in volatility from the first quarter. The prevailing ...
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For readers who are unfamiliar with – and maybe curious about – the concept of ESG (Environmental, Social, and Governance) investing, look ...
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J.P. Morgan Releases the 3Q 2018 Guide to the Markets JP Morgan's Guide to the Markets for the third quarter of 2018 is now available for ...
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How important are jobs and the unemployment numbers to financial markets? So important that strict rules were put in place over 30 years ...
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Planning for Retirement? Don't Overlook These Milestones With millions of Americans owning tax-advantaged retirement accounts, totaling $28 ...
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If there’s a good word to describe the state of Social Security in America, it might be something like “uncertain.” And that’s a far cry ...
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Trade Wars: Don't Panic, Prepare Trade tensions are here to stay. Even without a full-blown trade war, escalating frictions could weigh on ...
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For nearly 20 years WrapManager has been headquartered in the San Francisco Bay Area, which is notoriously (based on hard data) one of the ...
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While Last Week Was Very Eventful, Investors Shrugged Off Most of the Developments That Drove Headlines President Trump’s comments at the ...
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The Tariff Act of 1930, otherwise known as the Smoot-Hawley Tariff, was signed into law by President Herbert Hoover…even as nearly 1,000 ...
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Some investors wish to align their personal values with their investment portfolio, but there have traditionally been several stumbling ...
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Understanding the Cost Basis Impact of Stock Splits & Reverse Stock Splits Consider this Scenario Your friend Bill owns a stock that just ...
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The dollar debate between investors, economists, and politicians has been rolling on for years. Is a stronger dollar or a weaker dollar ...
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Such a strategy can be beneficial, but be sure to consult an experienced attorney and tax professional to navigate the maze of rules. In ...
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Through April of this year, this economic expansion is now 106 months old. If the US economy continues to grow through May – which seems ...
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Investing on your own in fixed income markets can be extremely challenging. Unlike the stock market where equities trade thousands of times ...
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Equities Prices Are Likely to Continue Churning, But Should Eventually Move Higher Equity markets struggled to gain clear direction last ...
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Editor’s Note: This article was written for the WrapManager Wealth Management blog by guest author Justin Sibears, a Portfolio Manager at ...
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Taking Stock of Trends, Opportunities, and Risks At first glance, the current environment remains rather favorable for equity investors. ...
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Over the past couple of years, the S&P 500 Forward P/E ratio has been above its 25-year average. This has led some market commentators to ...
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Tackling Currency Risk When Purchasing Foreign Bonds Consider this Scenario Your friend Lucy is a US resident who bought a British bond at ...
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An Unusual Earnings Season With many developed market firms having reported first-quarter results, we can say without doubt it’s been an ...
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If part of your legacy and estate planning involves giving to charity, you may want to consider Donor Advised Funds (DAF). DAFs are not ...
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Reasons for Optimism Slightly Outweigh Reasons for Caution Corporate earnings were in focus for much of last week. Results continued to ...
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One of the reasons investing gets confusing for most people is that there are too many rules, requirements, products/options, and terms. ...
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When interest rates spiked in early 2018, income related investments such as Real Estate Investment Trusts (REITs) experienced a sell off. ...
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Net unrealized appreciation allows for favorable tax treatment of withdrawals of an employer's stock - but understanding the rules is ...
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With Tax Day just behind us, it seems like a good opportunity to focus on the type of retirement income the IRS almost never meddles with: ...
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As market volatility continues to be a focus point for investors, money managers are keeping a close eye on key market indicators. This ...
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With the month of May approaching, it’s the time of year when we’re reminded of the old Wall Street saying, “sell in May and go away.” In ...
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Qualified charitable distributions (QCD) are poised to become even more popular under the new tax law. While the Tax Cuts and Jobs Act ...
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An axiom you hear often in the financial world is that “every person’s financial situation is different.” That’s undoubtedly true. What you ...
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How Do Tax Credits and Tax Deductions Work for Foreign Dividend Payments? Your friend Emily made an investment in the stock of a company ...
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Taking A Look Back at Major Market Milestones of First Quarter 2018 The first quarter of 2018 was anything but a continuation of the market ...
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The act of buying a first home is often framed as a wonderful, life-changing experience. And to be sure, it almost always is. But it’s the ...
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The age of the internet has given us a lot of good information, and it’s made research easier for the average person. Wondering who won the ...
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J.P. Morgan Quarterly Guide to the Markets Now Available JP Morgan's Guide to the Markets (GTM) for the second quarter of 2018 is now ...
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With interest rates spiking unexpectedly in early 2018 and the Fed poised to continue raising interest rates throughout 2018, some bond ...
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Are investors overly pessimistic about downside market risks? While fundamentals haven’t changed significantly, volatility has picked up ...
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It’s the retirement planning topic that, candidly, cannot be overstated or discussed enough: planning for healthcare costs. Crucial as this ...
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Many readers have probably heard the axiom that investors “loathe losses about twice as much as they enjoy gains.” This notion that losses ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug helps you navigate tax efficient gifting strategies to help a ...
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Investors look past trade risks as stocks gain ground... President Trump’s proclamation of 10 - 25% trade tariffs dominated most of the ...
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When it comes to the current state of the US economy, it is difficult to find many problems. In fact, the data and trends appear to support ...
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Although the US is arguably the largest and most diverse economy in the world, international diversification, where appropriate, might be ...
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Long on Short Bonds... The steady increase in shorter-maturity bond yields provides a thicker cushion against concerns around further rises ...
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If your financial advisor insisted on creating an investment plan that projected you and/or your spouse to live past 100, you might be ...
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Brookmont Capital Management has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s ...
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Target date funds have been around for over 20 years, but over the last several years they have seemingly become a mainstay of 401(k) ...
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Stocks recover ground as the focus returns to fundamentals... Stocks rebounded last week as investors appeared to return their focus to ...
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Money Managers continue to reflect on the market volatility from last week, lessons learned, and consider what's to come. This week's post ...
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What Happens to Bond Investments When Interest Rates Go Up? Consider this scenario: Your friend Bob is concerned about what rising interest ...
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Updated with 4Q 2017 Data JP Morgan's updated Guide to the Markets for the first quarter of 2018 now includes financial data for 4Q 2017, ...
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There are numerous planning considerations involved when starting or expanding your family -- lifestyle, career, living space…the list goes ...
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Inflation worries caused by a single economic report have led to increasing concern that the economy may be overheated. A rapidly expanding ...
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Most readers have been down this road before. Work hard in your job and in your career, and you get to a point where it’s time to ask for a ...
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A tax overhaul in the U.S. could spill over to benefit the global economy. The U.S. tax overhaul and higher expected federal spending ...
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2017 was a historic year for multiple reasons, but perhaps none more impactful than in the context of natural disasters here in the United ...
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We are not yet seeing warning signs that would signal a correction... Over the past 18 months, investor sentiment appears to have come full ...
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A high-income earner can benefit from a having a budget much like a professional athlete can benefit from having a personal trainer – even ...
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Let’s start with a more basic question: what is a tactical money manager? To answer that, an investor must first understand “tactical asset ...
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How Does An Expense Ratio Impact Returns? Consider this scenario: Your friend Martha has just invested $100,000 in a mutual fund that has ...
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Investors need to look beneath the surface to identify the longer-term winners... The Tax Cuts and Jobs Act is poised to boost a U.S. ...
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For about 85 million Americans, owning a pet is a joy and marvel of everyday life. Indeed, according to the 2017 - 2018 National Pet Owners ...
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JP Morgan Quarterly Guide to the Markets JP Morgan’s Guide to the Markets for the first quarter of 2018 is now available for your review. ...
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Fidelity Investments recently produced research that unveiled a surging population of 401(k) millionaires: women. According to Fidelity’s ...
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JP Morgan's weekly update offers a snapshot of changes in the economy and potential implications for investors. This week's investment ...
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You many have heard people speak about the "January Effect," but what does it actually mean? In short, the January Effect is a concept ...
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Protecting Principal Against Inflation via TIPS Your friend Karen is concerned about inflation increasing so she purchases $1,000 of a ...
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We see stable global growth with room to run... Setting the scene: the eurozone is enjoying its fastest economic expansion since 2011. EM ...
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The Senate and the House have passed their own versions of tax reform, but the work of making tax reform law is far from over. From here – ...
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While the United States represents the largest single contributor to global GDP, 75% of the world’s GDP is taking place across our borders ...
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In part one of a two-part Market View, Lord Abbett explored investor concerns about the ongoing flattening of the yield curve. A flat ...
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Life changes come in many forms. Some are joyous occasions—marriage, the birth of a new child, a job promotion, sending a child to college, ...
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The bull market in equities is aging but remains very much intact... For more than a year now, equity markets have enjoyed an unusual ...
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Republicans on Capitol Hill are currently working to make major changes to the tax code, but one tax rule does not seem likely to change ...
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We see a mildly stronger U.S. dollar (USD) ahead... A key U.S. dollar index has depreciated roughly 7% this year. Some are betting on ...
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The traditional arch of a person’s financial life is generally to work, save, retire, collect Social Security and/or pension, and make ...
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The Internal Revenue Service (IRS) has released their retirement plan limits for 2018. Lord Abbett believes the information provided to be ...
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With less than two months left in the year, time is running out to take actions that will apply to the 2017 tax year. By ‘actions’ we mean ...
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Investors remain calm as equity prices move higher against a backdrop of very low volatility... Investor attention remained focused on ...
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The White House released an outline for major tax reform in September. There are some ambitious goals in the plan: reduce seven individual ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug compares traditional IRA versus Roth IRA contribution strategies. ...
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The lack of volatility is puzzling considering current events... This year, one of the big market stories has been the lack of volatility. ...
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What does it take to be a top income earner in the United States? We found some data recently that breaks it down, telling us just how much ...
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In light of the increased security concerns caused by the Equifax data breach and the increased extent of the Yahoo data breach, we feel it ...
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JP Morgan Reviews Investing Opportunities & Rate Expectations JP Morgan’s Guide to the Markets for fourth quarter 2017 is now available. ...
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The key word in the title of this article is “income.” Many retirees believe they may have a retirement plan (at least generally speaking), ...
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Given our positive view on growth, we maintain a pro-risk tilt in our asset allocation. As the U.S. economy moves into late cycle, we are ...
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For some investors, hiring a wealth manager is a no-brainer. Whether it’s because finance and investing was not your chosen profession, or ...
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After campaigning hard for the importance of tax reform, President Trump and his advisors released an early stage tax code change framework ...
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Tremendous growth in software functionality has only been enabled by tremendous growth in semiconductor performance... U.S. equity market ...
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Just about every sports fan knows the joy of rooting for your favorite team when things are going well, when the wins pile up. But the ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses the complexities of bond tender offers. Consider this ...
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Despite Roadblocks, Expect the Bull Market to Continue... Following a down week for stocks, investors adopted a risk-on approach, moving ...
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When it comes to investment planning and setting up plans for life in retirement, it would be wonderful if we could just focus on growth, ...
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We see more political uncertainty ahead... Washington averted an imminent fiscal crisis, but the result could be a steep fiscal cliff in ...
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The conventional wisdom is that once a person retires, they should pare back exposure to stocks and focus instead on a more balanced, ...
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Over the past few days we’ve had many clients mention their concerns about the Equifax data breach, which got us talking about how to ...
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We advocate sticking with a pro-growth investment stance... The devastation caused by Hurricane Harvey dominated the news last week. From ...
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Part of being an astute investor involves hours of analyzing the capital markets, actively researching the companies and strategies you ...
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With all the hoopla about health care over the last several months, you may have heard the term “Health Savings Account” tossed around here ...
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Escalating Political Uncertainty Drags on Stocks As last week began, attention was focused on attempts to dial back tensions between the ...
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Life is full of detours and unknowns, and in many cases retirement planning is too. Sometimes people are forced to change jobs, to give ...
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There are countless studies out there trying to answer questions about how – and why – men and women invest differently. Do men tend to ...
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Risks Appear Tilted to the Upside for Stocks Although economic data was positive and earnings continued to be strong, U.S. equities were ...
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The Federal Reserve (Fed) met on July 25 and 26 with little fanfare, since they did not end up raising interest rates. In a statement, the ...
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Most investors would readily admit that past experiences in the markets tend to influence their decision-making over time. At best, our ...
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We see stability in commodities prices but are selective in related stocks and bonds. Industrial metals have generally outperformed their ...
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There are thousands of money manager strategies out there, but not every money manager is a good fit for every investor. If you’re trying ...
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"Some Highs Despite Low and Slow Economy..." The second quarter of 2017 saw markets make new highs despite lackluster economic data. The ...
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It’s no secret that investors have a tendency to "get in their own way” when it comes to making investment decisions. As we have written ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug teaches a lesson on antcipating inverse ETF returns. Consider this ...
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Being a prudent saver and a savvy investor can help you accumulate the assets you need for retirement. In some cases, that can mean a ...
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While extremely low headline volatility of late may be putting some investors to sleep, beneath the surface, there has been a healthy and ...
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With the cost of education continuing to rise, and the requirements for minimum workforce entry showing no likelihood of decreasing the ...
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We like momentum in today’s economic environment, even if its performance could be prone to short-lived reversals. The momentum style ...
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Back in mid-May, I wrote an estate planning article about the late artist and global music phenomenon, Prince. The objective of the piece, ...
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Economic Data and Confidence Levels Offer Mixed Signals In recent months, we have seen increased softness in so-called “hard” economic ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug explores portfolio volatility. Consider this Scenario: Your friend ...
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When contrarian becomes consensus... Many investors have flocked to emerging market (EM) and European equities this year, as money has ...
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Global Equity Prices Should Trend Unevenly Higher Many investors remain uneasy about the global macro backdrop, despite accelerating global ...
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Dr. Meir Statman is a professor of finance (with a focus on behavioral finance) at Santa Clara University. You might say he is a foremost ...
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Quizmaster Doug Hutchinson presents his monthly wealth management test. This month he quizzes your knowledge on whether it’s better to pay ...
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There’s a popular saying that people often use to characterize or describe human behavior: “we are our own worst enemies.” This phrase ...
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Once you’ve realized that hiring a financial advisor is worth it, the next step is choosing the right one for you. When you began your ...
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In the first quarter of 2016, investors feared that weak conditions in many emerging markets, commodities and global manufacturing would ...
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Global growth expectations are on the rise, and we see room for more upside surprises... Reflation is going global. The signs include a ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug explores donating appreciated stock versus selling the stock and ...
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Both a Roth IRA and Traditional IRA (Individual Retirement Account) can potentially help meet your retirement savings goals. The main ...
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Editor's Note: This post was originally published July 2016 and was updated in April 2017 with new information for your benefit. Investors ...
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Where Can Investors Find Value in These Markets? Stocks experienced their largest one-week decline since the election, as the S&P 500 Index ...
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Corporations in America are aware that public perception is important. That’s why many companies have made strides in recent years to ...
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Many experts expect healthcare costs will continue to rise, making it important that advisors help their clients plan ahead. According to ...
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High income earners often find themselves in a bit of a quandary when it comes to retirement planning. Individuals making over $132,000 and ...
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Our first and primary answer to the client question of what one can expect from investment in a Strategic Value Dividend product is the ...
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Retirement and financial planning can essentially be broken down into three phases: Saving Investment Distribution (Retirement Income) ...
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In the early days of the new administration, no issue has been more controversial than immigration. The president’s statements on building ...
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Retirement planning in America is no simple task. Whether it’s navigating the ever-shifting tax code, factoring-in the rising cost of ...
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Where Can Investors Find Value in These Markets? The recent behavior of equity and bond markets creates a conundrum for investors. Equity ...
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In the realm of investment advice, all it takes is seeing the definition of “fiduciary standard” to understand why it’s so important: ...
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While index investments have their place, it’s important to recognize what actively managed strategies can do for investors — especially in ...
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Editor's Note: This article was originally published in March 2015 and has been updated to include new tips for tax filing year 2016. “In ...
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We see potential for volatility in the coming months as more reform details emerge. Richard Turnill, BlackRock’s Global Chief Investment ...
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If you’ve ever called WrapManager and been welcomed with a crisp British accent, you’ve had the good fortune to speak with Katie O’Connor, ...
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If it feels like the United States has been delivering good (but not gangbusters) economic growth and solid stock market returns since ...
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President Trump’s first few weeks in office have been busy on many fronts. However, for investors, his statements on trade policy maybe the ...
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If you were asked to give only one answer to the question, “What do you think is the most important quality in a healthy relationship?” ...
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We have largely maintained our assumptions for equity returns while increasing those for fixed income. Richard Turnill, BlackRock’s Global ...
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There’s been a growing debate surrounding the rise in popularity of “passive investing” as an alternative to active management. Passive ...
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Concerns about U.S. equity valuations reflect perceptions that the market has fully priced in prospects for earnings acceleration. But ...
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Editor’s Note: This post was originally published in December 2015 and updated January 2017. While financial advisors and money managers ...
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On January 20, President-elect Trump will become President Trump. If his campaign rhetoric plays out, we should expect many changes to ...
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Over the past few years, there’s been a technology-related buzz in the financial industry, but it’s not about the latest ‘app’ from Silicon ...
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Things didn’t always go as expected in 2016. The U.S. election, U.K. Brexit vote and the Fed’s U-turn on rates took many investors by ...
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Editor’s Note: This post was originally published in April 2014 and updated January 2017. A financial advisor’s job, at minimum, is to ...
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There are thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you reach your ...
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With retirement planning, there is always the need to plan for the “unexpected”: emergency needs, potential home repairs, major medical ...
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Global growth expectations appear to be picking up after an extended slide... BlackRock expects U.S.-led reflation (rising nominal growth, ...
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There is an emerging concept in health care known as “precision medicine.” According to the National Institutes of Health, “precision ...
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When you encounter articles focused on retirement planning, the subject matter is generally about how to invest—what strategies are good ...
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With less than a month left in the year, time is running out to make adjustments to your IRAs that count towards this tax year. Here is a ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient withdrawals. Consider this ...
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Economic warming and political warnings... Short-term interest rates remain extremely low given the relative health of both the U.S. and ...
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For many investors and retirees, the task of navigating Social Security is often a tricky (and sometimes confusing) undertaking. In fact, ...
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U.S. equity indexes hit records; U.S. dollar index surges to nearly 14-year highs. Richard Turnill, BlackRock’s Global Chief Investment ...
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If the answer is “yes,” you are among the 67% of parents who said that saving for their kids’ college education is more important than ...
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Daniel Peris, Ph.D., CFA and Head of Strategic Value Dividend Team, answers questions about the the Federated Strategic Value Dividend ...
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Have you ever wondered whether your portfolio was optimally allocated or not? Or, in other words, do you ever sit back and think: “is there ...
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How Policy and Politics Shape the Global Outlook for 2017 As the dust settles from the U.S. presidential election, what might investors ...
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Let’s start with the basics: what is a 529 Plan? Many investors may already be aware, but in layman’s terms, a 529 plan is a state or ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient investing. Consider this ...
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Donald Trump’s unexpected election win points to uncertainty ahead. Donald Trump’s unexpected election victory brings market and policy ...
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There are thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you reach your ...
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In a recent post, we reminded investors of the importance of naming and reviewing beneficiaries – especially as the holidays approach. The ...
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In a recent post on 529 plans titled, “Helping You Understand the Basics of 529 Plans,” we discussed some features of 529 plans work and ...
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Unusually consequential election challenges the post-crisis status quo. The 2016 U.S. election campaign has been unique in many ways, but ...
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At WrapManager, our focus is on helping you build an investment plan that can provide for you and your family—hopefully for generations to ...
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With 2016’s all-important final quarter at the doorstep and third quarter data continuing to trickle in, hopes for a sharp second-half ...
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With the end of the year fast approaching and holiday season just a few weeks away, time is running out for investors to “make moves” that ...
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There seems this growing feeling that the market is on shaky ground. As an investor, you may feel it too: the presidential election is ...
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JP Morgan Assets analyzes: Why economic angst has contributed to a frustrated electorate Why our base case of de facto divided government ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient investing. Consider this ...
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The end of the year is fast approaching, which means the holiday season and family-time are also near. Life tends to get busy and time ...
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The S&P 500 Index has correctly predicted 19 of the past 22 presidential elections and every election since 1985... Amid unprecedented ...
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Monitoring the performance of an investment portfolio is a tricky task. On one hand, many investors would benefit from not becoming overly ...
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For readers unfamiliar with the generation skipping transfer tax (GSTT), in its simplest form it is what it sounds like – a transfer tax ...
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September interest rate increase looks less likely... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the week in ...
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If you’re starting to get the feeling that the mutterings of a next bear market are growing, it’s because in many senses they are. A recent ...
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Many retirees or those pondering retirement know: sometimes it’s difficult to let go. After spending decades being hard-wired to go to work ...
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The Olympics ended with a spectacular closing ceremony, the event showed competition is alive and well and the United States topped the ...
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The U.S. presidential election has capitalized the news media, social media, and pop culture for nearly a year now, and we still have ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug provides a an example to show the cost of taking an early withdraw ...
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Two strategies designed to maximize Social Security retirement benefits just got cut, but it doesn’t mean your benefits have to shrink too ...
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The worst of the U.S. profits recession appears to be over... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the ...
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Two years ago we wrote an article about how high income earners—who are generally excluded from Roth IRAs because of income levels—could ...
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We Expect Modest Economic and Earnings Improvements Robert C. Doll, CRA, Senior Portfolio Manager, Chief Equity Strategist serves serves as ...
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Quizmaster, Doug Hutchinson, presents his quiz for the month. This time the topic is 401(k) diversification. Keep reading to find out if ...
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There are thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you reach your ...
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With half the year over, BlackRock's commentary delivers an overview for the rest of the year. Read the excerpt here, or download the ...
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Philip Orlando, CFA, from Federated Investors, shares his comments on Brexit. Read a section below from "Orlando's Outlook" or click here ...
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Allow us ‘cut to the chase’ on one thing when it comes to 401(k)s: they are almost always valuable tools for retirement planning, for those ...
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At least we hope it’s a never ending story. About two years ago, we wrote an article about the government potentially ending the Stretch ...
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The Achieving a Better Life Experience (ABLE) Act is still fairly new; it was signed into law in December of 2014, so many people are still ...
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U.S. STOCKS: SMALL- AND MID-CAPS’ HOME-COURT ADVANTAGE For those concerned about developments overseas, U.S. small- and mid-cap stocks, ...
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Planning for a multi-decade retirement requires planning and tax planning should be one of your major considerations. Wise retirement ...
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Federated Investor's Chief Investment Officer, Equities, Stephen F Auth, CFA, oversees all of Federated's equity and asset allocation ...
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On Wednesday, April 6, the U.S. Department of Labor finalized what they’re calling the “rule to address conflicts of interest in retirement ...
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In brief: Following the 2015 decline, S&P 500 earnings per share (EPS) fell -6.7% in the first quarter.1 Companies beat earnings estimates ...
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Saving for your own retirement could be called a socially responsible, self-sustaining endeavor. By planning for your own future, you put ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz. This time he discusses creating a meaningful and balanced diversification ...
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The market endured a bumpy start to the year, but it also displayed strong resilience over the last few weeks to rally back into positive ...
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Here’s a statistic that may catch your eye (or make it shed a tear): since 1980, total mutual fund assets have increased by 135 times, but ...
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Federated Investor's Senior Equity Strategist, Linda Duessel, offers a Weekly Update. Below your find an excerpt from the week of April 22, ...
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Changes in marital status can have a big impact on your retirement planning. Retirement account balances, eligibility for pensions, and ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz. This time he tests our knowledge of how currency risk can impact an ...
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When it comes to investing and retirement planning, there’s one certainty everyone must address as part of their planning: there are a lot ...
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Retirement sometimes means being busier than ever, and for some that’s because you have re-entered the workforce with a new passion or a ...
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ClearBridge Investment's Hersh Cohen comments on the first quarter of 2016 regarding rallying oil prices and investor caution approaching ...
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Let’s start with an example. Say you hire a money manager on January 1 of a New Year, and your objective is to give that manager one-year ...
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J.P. Morgan's Chief Strategist, David Kelly, addresses the liklihood of a recession in the current, emotionally charged market enviroment. ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how tax aversion can sometimes lead investors to make ...
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The recent market volatility has shifted focus away from the upcoming presidential election (a little), but there’s still not a day that ...
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Polen Capital Management's Focus Growth Portfolio was able to outperform the market again in 2015. Read their quarterly commentary to ...
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Whether you’re hoping to move closer to family, downsize your home, or live in a place you’ve always dreamed of, many people choose to ...
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The benefits of investment diversification have long been known, heralded, and applied to portfolio management. And that’s not likely to ...
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Discussions about retirement planning usually begin with a basic question: What’s the cost of a successful retirement? If everyone had the ...
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Federated Investor's Senior Equity Strategist, Linda Duessel, provides her insight on this year's market volatility in Federated's weekly ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding the factors that may cause the performance of an ETF ...
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Volatility has persisted throughout the start of 2016, to the point where it almost feels relentless. Coping with volatility is rarely easy ...
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Here’s a fact about financial advisors (NOT Investment Advisors) that may surprise you: they do not necessarily have to act with your best ...
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The Federated Strategic Value Dividend Q4 Commentary reviews the end of 2015 including an assessment of the uncertainty caused by oil ...
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There are literally thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you ...
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The stock market has gotten off to one its worst starts ever for a year—on last Friday alone, the S&P 500 and the Dow Jones were both down ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding the potential effect of human capital on your investment ...
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Federated Investor's Senior Equity Strategist, Linda A. Duesse discusses oil prices, earnings, election years, the Santa Claus Rally (SCR) ...
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The beginning of the year is a good time to closely review your investment plan and make an assessment of how well it’s working for your ...
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We’ll admit it: creating a comprehensive estate plan is not the easiest thing in the world to do. In fact, it usually involves a great deal ...
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Eagle Asset Management's Richard Skeppstrom urges patience in this month's Market Perspective. "When things don’t seem normal, we’re prone ...
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Previously, we discussed ways to reduce your taxable income by maximizing your contributions to tax-deferred accounts like 401(k)s and SEP ...
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Money managers and the underlying investments can act as the fuel for your investment plan, propelling you toward your retirement goals and ...
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For all the media coverage garnered by the Federal Reserve (Fed) and the potential for interest rate hikes, you rarely encounter basic ...
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Tax bills are on the rise: it now takes the average American until April 24th each year to work enough to pay off his or her share of ...
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Richard Skeppstrom, of Eagle Asset Management's Strategic Return Portfolio, analyzes recent market volatility in Eagle's November Market ...
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Investor concerns about another government shutdown were eased in late October, when Congressional leaders passed a bipartisan agreement ...
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Quizmaster Doug Hutchinson has come up with another great quiz that explores the compounding effect of leveraged ETFs. Let’s see what the ...
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Recent market volatility has likely raised fresh doubts with some investors about where the market is headed from here. The S&P 500 and the ...
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ClearBridge Investments, a Legg Mason company, provides their Q3 commentary with discussion of the challenges and opportunities that exist ...
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While market concerns had investors scrambling for the exists, Cambiar Investors took advantage of the market weakness in Q3 to deploy ...
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2015 has been a challenging year so far for many asset classes, but Emerging Markets and Commodities are two categories in particular that ...
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Federated Investor's Q3 international strategic value dividend account commentary reivews the affect of August volatility and the ability ...
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There are literally thousands of money managers out there. If you’re trying to figure out which one (or ones) is right for you to help you ...
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Eagle Asset Management's Richard Skeppstrom reviews the Fed's interest rate decision and discusses current equity markets in this month's ...
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Quizmaster Doug Hutchinson has come up with another great quiz that explores the effect of harvesting losses. Let’s see what the math has ...
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Corporate earnings had a rough go of it in the second quarter—total earnings for S&P 500 companies were down -2.1% from the same period ...
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Eagle Asset Management's Richard Skeppstrom says we're in no danger of a recession and asks investors not to panic. Continuing market ...
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When it comes to a retirement planning strategy, no person is an island. The decisions you make regarding your retirement will affect other ...
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After recent financial ups and downs, managing market risk is on investors’ minds. Volatility in the markets can make people nervous, but ...
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Recent stock market volatility has given way to renewed curiosity over when the Federal Reserve (Fed) will start to raise interest rates in ...
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One of the many aspects of WrapManager that I love so much is the diversity of our clients from a geographic standpoint. We have clients ...
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ClearBridge Investment's Peter Bourbeau and Margaret Vitrano provide their perspective on the second quarter discussing their large cap ...
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Cambiar Investor's Q2 2015 market commentary discusses China, interest rates, and what it all means so far this year. "The Waiting Game ...
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Back in 2013, we wrote about the differences between Medicare Parts A and B, as well as supplementary coverage options to help readers with ...
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Brookmont Capital's Dividend Equity Strategy provides their Second Quarter report covering perspective on foreign markets, more assumptions ...
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We recently wrote a post addressing volatility in China – in just one months’ time (mid-June to mid-July), the market there lost one third ...
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Eagle Asset Management's Richard Skeppstrom provides his colorful perspective on the recent market events including Greece, China and his ...
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Granite Investment Partners provides their reflections on the second quarter. Topics discussed are mixed economic data, weaker GDP growth ...
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China’s stock market was down over a third from mid-June to mid-July, wiping out almost $4 trillion in value. The market had risen some ...
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At WrapManager, we take your data security very seriously. With all the media coverage of data breaches in the media today, we wanted to ...
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Estate taxes are a hot-topic amongst both political parties and often big news when they are brought to the forefront of campaigns. While ...
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Clearbridge's Richard Freeman and Evan Bauman, provide their perspective on the second quarter discussing views on market volatility, focus ...
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More and more adult children are living with their parents and grandparents, according to a Pew Research study. The 2013 study shows that ...
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Federated has released their second quarter, managed account commentary for their Strategic Value Dividend portfolio. "Market Overview The ...
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To help investors discover and evaluate money manager strategies, WrapManager’s Investment Policy Committee highlights certain strategies ...
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There is no doubt that Americans are working longer than ever before. Of those ages 65 and older, about 18% are still working. This is a ...
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Eagle Asset Management's Richard Skeppstrom provides his market perspective for July. "Prudence is restraining growth? Second-quarter ...
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It’s been quite a bull run for stocks, and the benefits are many for those who have been heavily invested in the stock market these last ...
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Another day, another headline about a potential Greek exit from the eurozone. The “negotiations” between European leaders and Greece over ...
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Eagle Asset Management's Richard Skeppstrom discusses the Fed's approach to debt and credit in this month's Market Perspective. "Betwixt ...
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Federated Investors discusses consumer spending and speculates on the potential "snapback" in the coming quarter. "Market Overview The ...
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You’ve probably heard it more than once in the last few months: the Federal Reserve appears likely to commence “lift-off” of interest rates ...
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Quizmaster Doug Hutchinson has come up with another great quiz that explores pre-tax and after-tax options for retirement investing. Let’s ...
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In Cambiar Investors' First Quarter Market Commentary, they discuss a wide array of world events effecting their positions. “The first part ...
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Eagle Asset Management portfolio manager, Richard Skeppstrom, provides his May market perspective. "A Catch-22: The powerful earnings ...
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Legg-Mason ClearBridge's Senior Portfolio Manager, John Goode, provides his first quarter market review. "Tales from the Past and the ...
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JP Morgan's First Quarter Market Bulletin for 2015 provides a recap of the earnings season. "In Brief • We estimate that first quarter ...
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Geneva Advisors provides their First Quarter Perspectives on the market. "The relative strength of the U.S. dollar has been an important ...
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Filing taxes often puts our financial lives under a microscope, and that’s a good thing – we take stock of where we stand financially and ...
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Quizmaster, Doug Hutchinson, has come up with a great quiz that illustrates how adding an asset with higher volatility can actually lower ...
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Cambiar's commentary highlights a cautious view on energy and reviews the strategy's international approach following Japan's surge in Q1.
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"The Fed may have axed the word patience from its commentary but I’m beginning to wonder if extreme patience may be called for." Eagle ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how volatility can affect wealth accumulation. Let’s see ...
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Here are four money manager strategies to consider for your portfolio selected by our Investment Policy Committee, updated for the second ...
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After years of cash yields of nearly zero across North America and Europe,1 the Federal Reserve has indicated that it is finally moving ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how our emotions can influence our decisions. Let’s see ...
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Check our our post: 3 Tips for Reducing Your Taxable Income in 2016. According to J.P. Morgan, the average American pays more in taxes ...
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Income-yielding investments can be an integral part of your retirement lifestyle planning. Incorporating dividend growth investments into ...
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This year giving a monetary gift to your spouse, favorite charity or individuals you care about could be one of the best moves you make ...
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Quizmaster, Doug Hutchinson has come up with another great quiz that compares buy-and-hold versus account rebalancing. Let’s see what the ...
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Money manager strategies can be likened to the fuel for your retirement plans. Much like gasoline in a car or wind for a sailboat, money ...
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Transitioning from the working world into retirement brings a wealth of exciting new opportunities – having more time to spend with your ...
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Oil prices have moved around quite a bit over the last decade, but the pace and magnitude of the recent decline has investors wondering if ...
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Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding the cash we keep in our portfolios and its effect on ...
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While the US equity market performance was generally positive in the 3rd quarter, international equity markets were hampered by lackluster ...
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Many people think of Social Security as a steady, if meager, contributor to their retirement income—no flexibility, but at least it shows ...
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The addition of a new family member is a wonderful and life-changing event! Your new family member may be a new spouse, a new son- or ...
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As we approach the end of each year, we like to take a look back at which areas of the market outperformed others. As investors, this ...
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The holiday season gives families the chance to get together for quality time and festivities, but it also presents you with an important ...
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For years, Stretch IRAs have been used as estate planning tools to help pass on tax-deferred wealth even longer. By using a Stretch IRA, ...
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Over the last few months, a string of global events have tested the markets. Whether it’s the spread of Ebola, the presence of terrorist ...
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Dividend money manager Brookmont Capital’s third quarter commentary provides a few tips that they recommend to their clients during quiet ...
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How do you know whether your financial advisor has your best interest in mind or is simply doing just enough to fulfill their basic duties? ...
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Mistakes in your retirement plan can have a big impact on your future retirement income. The good news is that there are relatively simple ...
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Here are WrapManager's Top Equity Money Manager Picks for the final quarter in 2014. Selected by our Investment Policy Committee, the ...
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Since the mid-1980s interest rates have been declining1 and have now remained low for the past few years. These low rates have made it ...
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Part of planning for the end of the calendar year includes a thorough review of your investment plan. One of the problems that many people ...
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You've finally hit the wonder years. You no longer have to pull the sheets back early in the morning to head off to work, and best of all, ...
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For investors who are heavily invested in the US markets, there may have been some disappointment when they saw their returns during the ...
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The Wall Street Journal recently asked Morningstar to conduct a study on “five-star” mutual funds, to get an idea of how many were able to ...
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It’s that time of year again—time to look back, review your investments and look forward to the coming year. Below are a few areas and tips ...
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WrapManager’s Money Manager Directory helps investors find and request information on money managers and their strategies. This information ...
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JP Morgan’s quarterly Guide to the Markets provides a wealth of information about the economy, stocks, fixed income and international ...
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There’s no disputing the fact that women live longer than men, but, according to a Nationwide Financial survey, only 3 percent of women ...
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Your Financial Advisor is there to keep an eye on your investments and make adjustments to keep your finances on track. But if your journey ...
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Planning for Social Security benefits is complex, and if you’re divorced, you may have wondered how spousal benefits will work for you in ...
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There was once a time when investing in the markets was as simple as choosing how much money to have in stocks, versus bonds, versus cash ...
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Much like a successful marriage, the managing of your finances is like a flourishing garden. Proper care and attention can help it grow and ...
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Dividend money manager Federated Investors’ commentary discusses why they believe the economy is poised to grow even further this year, ...
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You’ve arrived at (or are fast approaching) retirement and you’ve worked hard to get here. Congratulations! We’ve prepared a list of items ...
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In response to the 2008 global financial crisis, the Federal Reserve cut interest rates to near zero in an effort to save the economy. As ...
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“Phishing” attacks have been on a steady rise since 2005 and are used to steal sensitive information like Social Security numbers, bank ...
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WrapManager's Investment Policy Committee highlights certain money manager strategies each quarter for investors to consider. Download the ...
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Often times your fixed sources of income like Social Security and pensions will not fully meet your retirement income needs. This likely ...
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Midterm elections are just a few months away, prompting many investors to explore the often-asked questions: how do political outcomes ...
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For 10 years, the publication Investment Advisor has researched and ranked who they consider the best money managers across the country. ...
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Retiring in today’s world can seem to be a bit of a mystery. It used to be that when you retired, your company threw you a party then sent ...
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U.S. investors are significantly under-allocated to international stocks, according to JP Morgan Asset Management. They found that even ...
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The Dow Jones and the S&P 500 have hit fresh all-time highs this year, and many investors are starting to consider whether stocks are ...
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We are happy to present JP Morgan’s Third Quarter Guide to the Markets, narrated by their Chief Marketing Strategist Dr. David Kelly, CFA. ...
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Should you count on Social Security benefits as an integral part of your retirement income plan? And how much? These are questions we hear ...
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The Dow Jones and the S&P 500 have hit fresh all-time highs this year,1 and mutterings of stocks being “overvalued” have started to sprout ...
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Creating a Family Limited Partnership (FLP) as part of your estate plan can potentially save your family thousands of dollars in gift and ...
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Tactical money manager Newfound Research explains why portfolio drawdowns become more damaging as retirement nears and makes the case that ...
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For all the talk there’s been over the last two-plus years of a looming stock market correction, one has yet to take hold. The S&P 500 had ...
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The Hippocratic oath for doctors dates back 2,500 years, and it is credited to Hippocrates, the father of modern medicine. As far back as ...
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If you want to add more yield-producing investments to your portfolio, one option for you could be master limited partnerships (MLPs). They ...
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In 1994, Steve Cucchario founded what would later become Windhaven Investment Management, an investment advisory firm that uses actively ...
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According to a recent MetLife survey, $2.6 billion is lost each year to financial scams aimed at seniors and retirees.1 Being aware of the ...
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John Bogle, the founder of Vanguard Funds, has a piece of advice for investors: “Don’t be captivated by the siren song of the market.” ...
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The first half of the year was positive for stocks and most of the fixed income markets, and economies around the world showed signs of ...
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As you look forward to retirement, you may be picturing the easy life. Maybe you plan for the beach, maybe you will pursue a new hobby, ...
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“Investors do not exist in a world of ‘100 year averages.’ Instead, they live in a world of 40 year investment horizons, where significant ...
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When you look for a doctor to provide care for you and your family, what qualities do you look for? Most answers are probably the same: you ...
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Research shows that at least 70 percent of people over 65 will need long-term care services and support at some point in their lifetime.1 ...
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Newfound Research, LLC, a Boston-based money manager specializing in tactical asset and risk management, published some insightful research ...
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You don't have to wait until you retire to take advantage of a 401K rollover and all the benefits that come with it. A 401K inservice ...
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If you’re invested in target date funds, or your employer offers them as part of your 401(k) or another retirement plan, you may want to ...
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According to an April 2014 Gallup poll, 59% of Americans are concerned their nest egg is not big enough to last them through retirement. A ...
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Many investors today are faced with the same problem: how do you generate income in your portfolio when interest rates are so low? In the ...
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If you generate retirement income from non-Social Security sources, like an investment portfolio or rental properties, your Social Security ...
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Many estate and trust professionals recommend hiring a corporate trustee to carry out the terms of your trust.1 This approach makes good ...
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For many investors, a globally diversified portfolio makes sense as part of their investment plan. Within this field, international money ...
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As we get older, spending habits tend to change and some things become a bit pricier. For example, health care expenses could rise and you ...
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International money manager Cambiar Investors reviews the past quarter, as well as the performance of their International Equity ADR and ...
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At the end of last year, 55 tax breaks1 and incentives known as “tax extenders” expired. Several of them were corporate (57%) and related ...
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The Stretch IRA strategy is a method for lengthening the life of your IRA assets, in hopes they span multiple generations. We stress the ...
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Probate comes from the Latin phrase “to prove,” and refers to the process of proving to a court that a last will and testament is valid. It ...
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First and foremost – don’t pay extra for the advice! As part of a comprehensive investment plan, your financial advisor should provide ...
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In order to control how your assets are passed along to your family, charities, or other entities of your choice, you can often simply make ...
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In November 2010, Charles Schwab acquired the assets and intellectual property of Winward Investment Management (now operating under the ...
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You control many of the decisions leading into retirement: how much to save, what investments to make, how long you choose to work. But ...
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Does your Required Minimum Distribution (RMD) exceed your living expenses this year? Or perhaps your income from rental properties, an ...
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If you’re thinking about moving to a different state, it’s important to consider how your health care costs could change depending on where ...
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If you had a good investment year, perhaps you had to pay a chunk of taxes on capital gains, interest, and dividends earned. Taxes are ...
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When mapping out the sources and timing of your retirement income payments, there’s an important risk we want to make investors aware of: ...
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Many banking institutions now undergo annual stress tests to ensure they’re strong enough to survive another global financial crisis. ...
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Are you thinking of retiring soon, but are still unsure about when you should take Social Security retirement benefits? Here’s something ...
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JP Morgan research shows that on average, Americans age 65 and over will get two-thirds of their retirement income from Social Security and ...
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Investors looking to diversify their portfolio across a broad spectrum of the stock market should consider money manager Geneva Advisors' ...
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The transfer on death (TOD) account registration is a good way to establish beneficiaries on your non-retirement accounts. It ensures your ...
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In today’s investment world, there are dozens of investment products and strategies out there to choose from. It’s understandable that ...
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March 9, 2009 marked the end of one of the worst bear markets in stock market history, and the beginning of the bull market we’re currently ...
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Let’s say you have a $1,000,000 investment portfolio, and you’re withdrawing $40,000 of annual income to meet your retirement spending ...
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For investors seeking to add a small cap growth component to their diversified portfolio, or for those looking to replace their existing ...
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An investment plan can serve as a tool to help you create a calculated and dynamic retirement income strategy. Calculated because it takes ...
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Make room for more baby boomers in the workplace. From 1989 to 2012, the percent of people over age 65 in the workforce jumped from a ...
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The world’s largest asset manager, BlackRock,1 conducted a survey of 17,600 investors around the globe to uncover investor perspectives ...
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The 2008 financial crisis left many investors cautious about investing in stocks, and rightfully so. The thought of experiencing steep ...
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The uncertainty surrounding the current interest rate environment has many investors rethinking their retirement income strategy. Some are ...
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Many investors choose to sell shares of stocks in their portfolios every month, or perhaps every quarter, to raise the cash they need for ...
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Many investors need to own fixed income in their portfolios to provide income and reduce volatility. But what percentage of fixed income is ...
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According to data from BlackRock’s 2013 Investor Pulse Survey, investors of all types in the US hold 48% of their investable assets in ...
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The below chart spells it out pretty clearly—the Emerging Markets (in blue) have widely underperformed US stocks as measured by the Dow (in ...
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The market was down 4% in January,1 and that’s left some investors wondering if they should be concerned about the “January Barometer.” ...
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BlackRock recently surveyed 17,600 investors across 12 countries in an effort to gather wisdom about investing and retirement. Here’s ...
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According to a recent survey conducted by BlackRock, “investors are uncertain about investing their savings, with only 35% confident that ...
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The market got off to a rocky start in 2014, with the S&P 500 declining by 4%.1 Between January 15 and February 3 alone, the S&P 500 fell ...
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Total health care spending is expected to reach $4.8 trillion in 2021, up from $2.6 trillion in 2010 and $75 billion in 1970. As consumers ...
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Here’s a statistic that may catch your eye (or make it shed a tear): since 1980, total mutual fund assets have increased by 135 times, but ...
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In order to build someone a comprehensive investment plan, a financial advisor has to understand some of the intricacies of that person’s ...
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Financial Advisors should run a detailed analysis of your current financial situation before creating an investment plan for you. Part of ...
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Here are three approaches to generating the desired amount of retirement income. When deciding which option – or combination of options – ...
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According to a study conducted by benefit consultant Aon Hewitt and advice firm Financial Engines, investors who did not use the help of a ...
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One of an investor’s main goals in retirement is to have his or her income needs met for as long as they live. But sometimes folks forget ...
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Thanks to advances in medical technology, folks are generally living longer. This is great news. But it also doubles as an action item for ...
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When thinking about retirement income planning at a high level, it boils down to two main considerations: what are your retirement income ...
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It’s important to ensure you are getting appropriate value for the financial advisor fees you pay. Ultimately, money spent on financial ...
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An investment plan, amongst other things, can help you establish where you stand financially, how you should invest, and how and from where ...
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Two common questions investors ask themselves at the beginning of any year are: What is the stock market going to do this year? And, how ...
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April 15 is fast approaching and the W-2s, 1099s, and other tax documents are starting to appear in your mailbox - it’s almost time to ...
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Creating an estate plan involves a lot of thought and time, and in some cases may cost a bit of money. But don’t let that discourage you ...
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For investors who are at or near retirement, we believe two fundamental questions should almost always be asked: “do you have enough money ...
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With their first investment commentary of 2014, money manager Calamos Investments remains cautiously optimistic for the global economy and ...
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The stock market felt a sting last week, with the Dow dropping 3.5% and marking its worst week since November 2011. A majority of the ...
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If you were to ask us to answer that question in short, here’s what we would say: Remain calm, patient, and try not to make decisions based ...
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The world’s largest asset manager, Blackrock, conducted an investor survey in 2013, asking 17,600 people in 12 countries how they felt ...
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International money manager Cambiar Investors' fourth quarter investment commentary reviews their outlook for the international equity ...
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Dividend money manager Federated Investors is out with their latest investment commentary, which discusses their outlook for the economy ...
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Before we discuss the three items, we’d like to be clear about something first and foremost—there’s nothing really “magic” about a “magic ...
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For investors seeking income-producing alternatives to fixed income/bond investments, many turn to dividend focused strategies. WrapManager ...
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During our working years, the amount of income we earn is ultimately what shapes the spending and lifestyle choices we make. Over time, we ...
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With uncertainty surrounding the current and future interest rate environment, some investors are seeking potential alternatives to holding ...
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In today’s fast paced investment world, it’s often tempting for investors to search for the “next hot thing,” or to seek out an investment ...
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An investment plan is a tool you can use to help you understand where you stand in retirement at every step of the way. Are you still on ...
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As we enter the New Year, many folks will set out to focus more attention on their health and wellbeing. Indeed, the month of January ...
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The short answer is no, according to a recent study conducted by the Center for Retirement Research at Boston College. Data in the study ...
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For retired people or those nearing retirement, there can be less opportunity to “save more” as part of retirement planning. After all, ...
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Money manager Windhaven Investment Management has ranked consistently in our Monthly Top Ten Most Researched Money Managers for some time. ...
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Money manager ClearBridge Investments' December commentary explains their view that many things remain out of balance in today's economy ...
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As we approach the New Year, it’s a good time to take a closer look at the more impactful themes and stories we think investors should ...
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Dr. David Kelly, Chief Global Strategist at JP Morgan Funds, examines how the global central bank's expansionary monetary policies could ...
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For investors thinking about purchasing an annuity, there are two things they should do first. One, speak with a financial advisor (other ...
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Hiring a money manager is one of the more important decisions an investor can make, and it’s also a challenging one. To make matters a bit ...
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If you’ve recently retired or are about to, congratulations! It’s probably been a long road, and your next step is to make sure that path ...
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Many investors are tempted to manage their own investment accounts. Some have a great deal of interest in the stock and bond markets and ...
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International money manager WHV Investment Management believes the fundamentals of iron ore remain robust, and their latest report explains ...
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When someone leaves an employer to retire or join another employer, there are often decisions about what to do with their 401(k). There are ...
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2013 is shaping up to be a strong overall year for the equity markets, and has hopefully been a positive year for many readers’ investment ...
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Churchill Management Group's November commentary looks back at past market bubbles and compares them to the current market environment. ...
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In our previous post titled “Maximize Social Security with the File and Suspend Strategy,” we showed you a strategy that married couples ...
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Many investors are wondering how a government shutdown could affect the stock market and their portfolio strategy. History suggests that ...
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International equity money manager Cambiar Investors' latest investment commentary discusses their outlook for the international equity ...
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Money manager Calamos Investments' latest investment commentary focuses on their cautiously optimistic global outlook and why they believe ...
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There are several benefits to consolidating your investment accounts in one place. For some investors, however, this may not be possible ...
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With so much news to consider on a daily basis, it’s important to filter out which news stories might impact the direction of the stock ...
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If you’ve been tracking your fixed income performance this year, you’re probably wondering what’s going on. Depending on your goals, a ...
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What is Medigap? Medigap is private insurance you can purchase to help cover some or most of your out-of-pocket expenses associated with ...
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The “file and suspend” strategy can potentially boost your household income immediately, while also allowing for future increases to your ...
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In our previous post on Medicare Parts A and B, we outlined some of the basic features of Traditional Medicare, which provides hospital and ...
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"Brookmont Capital Management has been recognized by several reporting agencies as the top US Large-Cap Value Manager for its five-year ...
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Cambiar Investors comprehensive report on the Emerging Markets investing climate asks what should investors do with their emerging markets ...
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Traditional Medicare is another name for Medicare Parts A and B. Most people are automatically enrolled in Parts A and B and receive their ...
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The Basics of Medicare Parts A, B, C, D, and Medigap As you enter retirement or approach the age of 65, there are a lot of questions about ...
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JP Morgan's recent report discusses how recent legislative changes can affect the taxes and retirement plans for same-sex married couples.
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WrapManager’s Weekly Summary of Market and Economic News The Bellwether US 10-Year Treasury Hit 3% on Thursday Interest rates continue to ...
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Eagle Asset Management's monthly commentary focuses on their predictions as to where interest rates will be and the affects it will have on ...
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Over the last several weeks, much attention has shifted to the S&P 500 index as it reached and eclipsed new highs. For some investors, this ...
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Louis Navellier discusses the latest impact that the Syrian "war fever" is having on the US and other markets around the globe. "The S&P ...
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As we established in our recent posts “Assessing the Probability of a Stock Market Correction” and “Are There Strategies to Handle Stock ...
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In our previous post on Social Security retirement benefits, we looked at a few factors that might determine when someone should start ...
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Lazard's Developing Markets equity team explains why they are excited about their growth-at-a-reasonable-price philosophy in developing ...
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In our recent piece “Assessing the Probability of a Stock Market Correction,” we explained the nature of corrections and examined the ...
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Eagle Asset Management's Senior Portfolio managers sit down and discuss their outlook on what they consider the main issues in the world ...
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The run-up in stocks this year has been quite compelling so far. The S&P 500 is up +19.7% on the year as of August 51, and global stocks as ...
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Investopedia defines diversification1 as “a risk management technique that mixes a wide variety of investments within a portfolio,” which ...
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US stocks have been outperforming international stocks for nearly all of the current bull market. From March 9, 2009 – August 5, 2013, the ...
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In our recent post on interest rates, we reviewed Federal Reserve policy and explained how future Fed actions may cause interest rates to ...
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Will the Fed continue the quantitative easing program, and who will replace Ben Bernanke? Louis Navellier answers these questions and more.
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Cambiar Investors' latest commentary reviews the international and emerging markets, along with the performance of their two international ...
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Portfolio Manager Richard Skeppstrom explains why he's continuing to hold his ~60% allocation to equities moving forward. "June jobs, ...
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In response to the 2008-2009 financial crisis and global recession, the Federal Reserve (Fed) and other central banks across the world ...
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Louis Navellier looks at Ben Bernanke's comments and their subsequent affect on the markets. "The S&P rose 40 points (+2.96%) last week, ...
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Where does Calamos Investments believe the market and economy are going? What are the longer term implications of the Federal Reserve's ...
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Dr. David Kelly, Chief Market Strategist for JP Morgan Asset Management, has released his latest Guide to the Markets, updated as of June ...
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Interest rates are still at historically low levels, but recent statements about quantitative easing from Federal Reserve Chairman Ben ...
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Money manager Louis Navellier gives his thoughts on Bernanke's latest statements regarding quantitative easing and the subsequent reactions ...
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Churchill Management Group's June investment commentary draws parallels between the strategies used by central bankers and the government ...
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Nuveen Asset Management's weekly investment commentary reviews the latest talk of winding down the current quantitative easing program by ...
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JP Morgan Asset Management's Chief Global Strategist, Dr. David Kelly, provides a simple recap and explanation of Ben Bernanke's recent ...
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Chief Equity Strategist Bob Doll examines the mixed signals coming from the market, and tries to make sense of it by looking at the big ...
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Eagle Asset Management's June Market Perspective focuses on the Eurozone and the influence of the German economy, calling it "no different ...
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Bob Doll, Chief Equity Strategist at Nuveen Asset Management, takes a look at what effects a monetary exit by the Federal Reserve could ...
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Louis Navellier looks at the most recent jobs report and the value of the dollar, which has finally fallen after rising too far, too fast. ...
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There is much to attend to when a loved one passes. Addressing financial matters are often, and understandably, put on hold. Tending to ...
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Louis Navellier opines this week about how political distractions can be good for stocks and looks at the actions of central bankers. The ...
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Dr. David Kelly, Chief Global Strategist at JP Morgan, examines the improving consumer confidence in the United States and the recent ...
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Nuveen Asset Management's Bob Doll writes about the things that keep investors up at night, including unprecedented monetary reflation and ...
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PBS FRONTLINE’s recent special about financial planning(1) in the retirement industry should be watched by anyone planning for or currently ...
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"Slow growth and mediocre job creation have been common themes used to describe the U.S. economy in recent years, as both the labor market ...
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Richard Skeppstrom at Eagle Asset Management believes we are currently moving between investment eras. He also discusses events in the ...
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Nuveen's Bob Doll, Chief Equity Strategist, comments on his waiting for the self-reinforcing economic expansion to take hold. "Last week ...
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Geneva Advisors provides the first quarter 2013 net performance of their All Cap Growth Strategy, along with their most recent economic ...
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Louis Navellier addresses the “sell in May and go away” idea and what he believes will continue to sustain the bull market. “The S&P 500 ...
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Bob Doll, Chief Equity Strategist at Nuveen Asset Management, comments on the recent economic slowdown and what it could me for equities. ...
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Bob Doll, Chief Equity Strategist at money manager Nuveen Asset Management, examines the recent weakness in commodities and continues his ...
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Louis Navellier addresses the “sell in May and go away” idea and what he believes will continue to sustain the bull market. "The S&P 500 ...
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Discussing many timely topics, money manager Calamos Investments’ latest commentary predicts a market correction in the near future, asks ...
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JP Morgan’s Quarterly Guide to the Markets for the second quarter 2013 is now available.* This comprehensive guide focuses on the latest ...
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Louis Navellier begins the second quarter by commenting on the latest jobs report and what it means for the stock market. “The unease in ...
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"What can be sustained?" is the big question asked by Nuveen Asset Management’s Chief Equity Strategist Bob Doll. "U.S. equities struggled ...
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"What can be sustained?" is the big question asked by Nuveen Asset Management’s Chief Equity Strategist Bob Doll. "U.S. equities struggled ...
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Bob Doll, Chief Equity Strategist at Nuveen Asset Management, opines on the latest from Cyprus and other weekly events. "Equity averages ...
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Louis Navellier takes a look at a few key economic indicators including inflation, retail sales, jobless claims and industrial production. ...
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Federated Investors’ Senior Portfolio Manager, Philip Orlando, goes in depth with the latest economic and corporate news affecting the ...
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Nuveen Asset Management’s Chief Equity Strategist, Bob Doll, takes a look at the European and U.S. Political Decisions that lie ahead. ...
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Nuveen Asset Management’s Chief Equity Strategist, Bob Doll, provides his thoughts on the outcome of the sequestration vote in Congress. ...
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Roosevelt Investment’s January 2013 investment commentary looks towards 2013 and the themes they suggest watching. "A cloud of political ...
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Astor Asset Management’s January 2013 investment commentary reviews 2012, looks towards 2013 and provides commentary for their portfolio ...
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Nuveen’s latest commentary focuses on the three major issues facing congress at the moment: Raising the debt ceiling, funding the U.S. ...
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Niemann Capital Management’s latest commentary reviews the dangers of something many investors unfortunately do all too often: chasing past ...
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Federated Investors’ November commentary gives their take on recent and upcoming events in the market and economy, as well as a recap of ...
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Roosevelt Investments' November commentary reviews the latest corporate earnings, investor sentiment, and outlooks for the fiscal cliff and ...
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Wentworth Hauser’s latest emerging markets investment commentary looks at the situation in several different countries and how global ...
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Richard Hirayama, portfolio manager of the Wentworth Hauser International Equity strategy, examines central bank actions and what it could ...
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Louis Navellier looks at the upcoming elections, potential impact of tax cuts and the amount of investor demand after the election. "The ...
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International money manager Wenthworth Hauser's fall investment commentary focuses on the international equity markets and economies. "The ...
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Charles Schwab recently announced that it agreed to purchase money manager ThomasPartners for $85 million. The move comes as Schwab is ...
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Louis Navellier expects a flight to quality after the 10% surge in the S&P 500 during the summer. "Stocks were off fractionally last week, ...
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The SEC has charged Ray Lucia and his “Buckets of Money” investing strategy for spreading misleading information at several investment ...
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Paul Lobosco, President of Forward Capital Management, shares his latest thoughts on the economy, markets, European events and more in his ...
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Lord Abbet's Milton Ezrati examines the situation in Greece and its membership within the Euro. "German politicians seem to have lost ...
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Lord Abbett's Milton Ezrati looks to the municipal markets and examines a few of the positives taking shape. "State and local government ...
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Louis Navellier examines the possibility of further Fed easing after the upcoming September Fed meeting in Jackson Hole, WY. "The market's ...
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Richard Hirayama, portfolio manager for Wentworth Hauser’s International Equity portfolio, shares his thoughts on the events during the ...
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The on-going debate around President Obama’s health care plan will surely continue for some time as it is slowly implemented over several ...
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Louis Navellier takes a look at the market distractions, productivity in the US and the rise in commodities. "Don't look now, but the S&P ...
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Lazard Asset Management provides their review of Europe over the last quarter and what they expect moving forward. "Italian Prime Minister ...
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Michael Mullane of Tradewinds Global Investors examines how risk and risk managed investing is viewed in today's ever-changing world. "A ...
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Avatar Investment Management's July commentary draws parallels between this year and the last two years. A review of their portfolios is ...
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Good Harbor Financial reviews their U.S. Tactical Core strategy during the second quarter of 2012 and takes a look at the impact that ...
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Louis Navellier takes a look at dividend paying stocks and how low interest rates are driving them up. "Stocks declined steadily over the ...
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This week's commentary from Navellier & Associates focuses on the latest jobs report and commodity prices. "Despite sizzling temperatures ...
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Avatar Investment Management's June commentary focuses on European elections, gold, Japan and finally China. "The European sovereign debt ...
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"As it has for the past several years, the crisis in Europe continues to dominate the World Press. It continues to be a ping pong match of ...
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Most of us think of our estate plan as our will or living trust. However, in many cases, those documents have no effect on some of your ...
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Avatar Associates' May commentary reviews their portfolios and takes a look at the effects of continued low interest rates. "The Fed is ...
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Lord Abbett's Milton Ezrati takes a look at the pros and cons of the increase in consumer spending over the last few quarters. "Since late ...
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Federated Investors' latest report discusses stock market and dividend returns based on the outcome of the Presidential election. "History ...
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Calamos Investments' April 2012 commentary focuses on rising debt and the implications for the market and economy. ""Risk on" is in favor ...
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Janus Co-Chief Investment Officer examines the new risks in fixed income that most investors don’t know about. "The world has changed for ...
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WrapManager’s Investment Policy Committee placed money manager Tradewinds Global Investors on Review status as of March 20, 2012. Chief ...
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Louis Navellier of Navellier & Associates go over why he thinks a stock market correction is coming soon. "The stock market continues to ...
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Chief Equity Strategist at BlackRock Bob Doll reviews the improving economic backdrop of the US and around the globe. President Obama's ...
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Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product ...
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Chief Investment Officer of equities at Federated Investors, Stephen Auth, examines the sovereign debt situation in Italy and the chances ...
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Chief Equity Strategist for BlackRock Bob Doll reviews their asset allocation outlook for 2012. Their equity, fixed income and municipal ...
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RIABiz, an online publication geared towards financial advisors, recently reported on money manager Windhaven Investment Management's year ...
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Money manager ClearBridge advisors notified clients on December 1st, 2011 of CEO Peter Sundman's departure. Part of the reason behind the ...
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With the dramatic events in Europe over the last few days, Louis Navellier is out with a special market update describing what's going on. ...
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Churchill Management Group’s latest commentary focuses on the market rallies and weak technical indicators. “It continues to appear we are ...
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Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The ...
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Lord Abbett's Milton Ezrati discusses U.S.-China trade relations and the potential for Congress to label China as a "currency manipulator." ...
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Navellier's third quarter commentary discusses high-frequency trading, S&P 500 earnings, the banking sector and Operation Twist. "In the ...
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Calamos third quarter commentary expresses many concerns about the global economy, but ultimately concludes that the healing process has ...
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BlackRock's Chief Equity Strategist Bob Doll explains his thoughts for the third quarter and what information will be guiding the market. ...
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In one of the most informative pieces about the situation in Europe, JP Morgan Asset Management does an excellent job examining the history ...
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Money manager Wentworth Hauser & Violich is out with their 2011 summer review and outlook. "Virtually all economic indicators point toward ...
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John P. Calamos and Nick P. Calamos of money manager Calamos Investments give their thoughts on the recent market downturn and surrounding ...
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Money manager Janus reviews need to know information about inflation and the implications to the global equity and fixed income markets. ...
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BlackRock's Municipal Bond Management Committee reviews recent developments in the muni bond market. "We maintain a neutral view for the ...
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Money managers John and Nick Calamos of Calamos Investments dissect many of the issues the world is waiting on to be decided. "Even though ...
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Money manager Lazard is out with their latest quarterly commentary regarding Emerging Market equity and fixed income. "Over the next 12 to ...
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Money manager Alliance Bernstein discusses slower than expected growth during the first half of the year and makes a prediction for the ...
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Lord Abbett's Senior Economist Milton Ezrati writes an excellent and in depth piece focusing on Japan, its current situation and prospects ...
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Money manager Churchill Management Group reviews the current market correction and their top-down indicators, which remain mostly bullish. ...
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In their second quarter investment commentary, money manager Janus dives into U.S. equities, central bankers, fixed income and global ...
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In his latest must read commentary, Chief Investment Officer David Iben at money manager Tradewinds discusses the concept of money and its ...
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Money manager ClearBridge reviews their Multi-Cap Growth portfolios, highlighting the reasons for specific performers and under-performers. ...
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Avatar Associates suggests we are starting to see another typical development in the phases of economic expansion: firming sales volume. ...
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On May 12th, 2011 Janus announced that David Decker, portfolio manager for the Janus Opportunistic Alpha and other strategies, will be ...
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Don’t Make This Mistake! Don’t make the same mistake so many investors do by focusing too much on recent past performance. This short-term ...
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Money Manager Lord Abbett slices and dices the inflation story in their May commentary. Concern about inflation these days seems to travel ...
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"Fat, drunk and stupid is no way to go through life, son." - Dean Wormer, Animal House. 1978. Money manager Calamos Investments starts ...
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Avatar Associates highlights that the growth in earnings we are seeing is largely coming from manufacturing and industrial processes, ...
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Money manager Macquarie Allegiance compares the actions of the US, EU and Chinese central banks over the last decade and how certain trends ...
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Stephen Auth, Chief Investment Officer for equities at money manager Federated Investors reviews three main global focal points: Japan's ...
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"Rising oil prices and the disaster in Japan have added new risks to the global economy in 2011. We have not yet changed our forecast for ...
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The latest commentary from money manager Janus takes a look at different possible outcomes in Egypt and what the effects could be on the ...
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Money manager Macquarie Allegiance's February newsletter details why they think Treasury yields will continue to increase, especially in ...
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Money manager Macquarie Allegiance's January commentary reviews 2010 and provides their outlook for 2011. Graham McDevitt, the Co-Chief ...
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Money manager Neuberger Berman favors an overweight of equities over bonds, with a balance of dividend-producing and cyclical stocks, as ...
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Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be ...
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The Fixed Income team at money manager Neuberger Berman provides their comprehensive 2011 fixed income outlook. The past year has seen ...
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Matthew Rubin, Director of Investment Strategy at money manager Neuberger Berman, analyzes the market fundamentals and returns over the ...
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In recent months, several major multinational companies announced plans to boost investment in the US. We think these moves may mark the ...
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Roosevelt Investments continues to believe that in the coming months the economy will grow at a slow, plodding rate, below what is likely ...
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Fixed income remains our asset class of choice. With the Fed signaling its willingness to unleash QEII and a faltering growth outlook, ...
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Now that healthcare reform is the law of the land, the multi-trillion-dollar question is, who will prosper and who will suffer? Lord Abbett ...
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That's not my quote; that comes from the Oracle of Omaha. At an economic development summit in Montana on Monday, Warren Buffett said ...
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While our belief continues to be that a double-dip scenario is unlikely, we think the odds that we may be headed back into recession have ...
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Although the recession may have ended in the third quarter of 2009, a number of threats to the recovery continue to loom. Some believe that ...
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One of the most important features of the investment markets of the last decade or more has been the gradual rise, across the globe, in the ...
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Much of the regulation's implementation has been left to regulators, which limits the ability to quantify its overall effects. While there ...
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The first half of 2010 was mired with inconsistencies. The markets rallied to new recovery highs only to fall back to fourth quarter levels ...
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The US economic rebound has been relatively modest, in contrast with previous recoveries from deep recessions. Although the initial stage ...
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Simon Baker and King Lip, of Baker Avenue Asset Management, were recently interviewed by CNBC regarding their All Cap Core strategy. The ...
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Lazard believes there are conflicting signals regarding the current economic conditions, which are affecting certain industry sectors ...
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The significant investment decision of the moment is to not allow the "Secular" to overwhelm the "Cyclical" and turn you from a "Bull" to a ...
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Stocks continued to face high levels of volatility last week as a strong rebound in prices early on gave way to renewed weakness by week's ...
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Our Market Sentiment indicator turned negative today, 13 months since our Market Sentiment indicator turned positive in April 2009. As ...
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In our January publication, we stated that 2010 may be the year of duration and have warned clients of the need to manage duration risk. ...
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Cash surpluses and low interest rates are factors that may portend an increase in merger and acquisition activity, which could bolster the ...
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As the Credit Crisis unfolded over the past two years, banks made headlines by reporting unprecedented losses. Some of the most prominent ...
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Now that spring has arrived, kids are excited about visiting their local amusement parks to ride their favorite roller coasters. With the ...
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Federated believes we are coming out of a 25 year period where the interest of investors was fixated on rising stock prices, and away from ...
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Lord Abbett believes the evidence continues to come in that shows the economic recovery is still intact. Retail sales are positive, the ...
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Alliance believes that the world economy continues to rebound from the widespread recession, and that global growth in 2010 should approach ...
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The economy is showing more evidence that the recovery is gaining traction. Credit markets are continuing to heal and global stimulus is ...
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Dissecting the current state of the market, economy, as well as their All Cap Growth strategy, Lateef believes there are opportunities to ...
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It appears the recession ended late in the second quarter of this year, and Fiduciary believes the economy should continue on the recovery ...
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The large cap core strategy is the topic of this commentary. The Manager Strategy Group at Wells Fargo Advisors recently had an onsite ...
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The transition from recession to recovery is underway, and Fayez Sarofim believes we are still in the early stages. The outlook is positive ...
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In their latest money manager commentary, Federated Investors looks at the positive and negative data and indicators currently in the ...
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Alliance Bernstein believes that the recent market rally has brought some needed relief to investors. But as signs of an economic recovery ...
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