WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Yield Curve Inversion and Recession Threats

August 15, 2019
Concerns over an inverted yield curve combined with the threat of higher tariffs around the globe have created some equity market ... [+] Read More

End of Year Market Volatility

December 18, 2018
 The recent pullback in global stock markets has caused some concern that the bull market in equities is winding down. There is even some ... [+] Read More

Mid-Term Election Year Volatility

October 26, 2018
Historically, equity markets have been very volatile in mid-term election years. Since 1962, the S&P 500 has had an average intra-year ... [+] Read More

BlackRock Checks-In on European Risk & The Week in Review

September 27, 2018
A Check-in on European Risk Fears of a fiscal showdown between Italy’s new government and the European Union (EU) have roiled Italian ... [+] Read More

Lord Abbett Shares Reminders on October Deadlines for Retirement Planning

September 20, 2018
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 ... [+] Read More

4 Ways the New Tax Law Can Reduce Your 2018 Taxable Income

September 19, 2018
A recent survey from the American Institute of CPAs found that 63% of individuals who either have $250,000 in investable assets and/or ... [+] Read More

Investing When the Market is at an All-Time High

September 18, 2018
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 ... [+] Read More

How Should You Handle Roth IRA, HSA, and 401k Savings? – Doug’s Quiz Corner

September 14, 2018
Saving for Retirement and Potential Health Care Costs Your friend Jody has recently started a new job and she has several options for ... [+] Read More

Nuveen Sees Economic Growth Picking Up, Believes It Should Help Stock Prices

September 13, 2018
Trade issues may continue to cause trouble but shouldn’t derail the bull market or end the economic expansion. Investor sentiment was mixed ... [+] Read More

Investing Isn’t Always About Retirement Planning

September 5, 2018
When we talk about saving and investing for the future, the conversation usually steers quickly towards retirement planning – IRAs, ... [+] Read More

Should You Invest Your Entire Investment Portfolio in a Single Management Strategy?

September 4, 2018
We’ve all heard the term “don’t put all your eggs in one basket”. Of course, this concept can be easily applied to investing. Many ... [+] Read More

Nuveen Sees Investors Looking Past Risks to Bid Stocks to New Highs

August 30, 2018
We see threats to equities, but we don't believe this bull market is over. Last week featured multiple negative political headlines for ... [+] Read More

How to Successfully Roll Over Your 401(k)

August 29, 2018
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 ... [+] Read More

Lord Abbett Dives Into the Roth Recharacterization Repeal in the New Tax Act

August 23, 2018
Recharacterization of Roth IRA conversions from traditional IRAs and 401(k)s has been repealed, but recharacterizing Roth contributions is ... [+] Read More

Financial Best Practices for New Parents

August 22, 2018
Having a baby (or babies!) and starting a family means so many exciting, happy, but also unknown things. For first time parents, in ... [+] Read More

Should Investors Stress Over an Inverted Yield Curve?

August 21, 2018
Despite Apple topping $1 trillion in market value, the unemployment rate continuing to climb down, and a multitude of other positive market ... [+] Read More

Evaluating the Most Efficient Way to Save for a College Education – Doug’s Quiz Corner

August 17, 2018
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 ... [+] Read More

JP Morgan Releases New Guide to the Markets for 3Q 2018

August 16, 2018
Reviewing the Guide to the Markets to Understand the Current Investment Environment J.P. Morgan's Guide to the Markets for the third ... [+] Read More

It’s a Family Affair: Talking to Your Family about Financial Planning

August 15, 2018
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 ... [+] Read More

Dorsey Wright Releases Manager Insights for Q2 2018 Review

August 9, 2018
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 ... [+] Read More

The Investment Benefit of Women-Led Businesses

August 8, 2018
A recent study of 22,000 publicly traded companies found a correlation between profitability and women in leadership roles. Specifically, ... [+] Read More

Nuveen Reports Fundamentals Helping Stock Prices Push Higher

August 2, 2018
U.S. Indices Are Mixed, While Corporate Earnings Draw Headlines Investors focused last week on a moderate easing of trade tensions and a ... [+] Read More

Writing Your Will – Ensuring Your Wishes are Known and Followed

August 1, 2018
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) ... [+] Read More

BlackRock Reports on China's Currency, Domestic GDP Data, and the Fed's View of the Economy

July 26, 2018
Should China's Currency Worry Markets? A slide in the Chinese yuan is sparking fears of a sharper devaluation that could rattle global ... [+] Read More

4 Healthy Financial Habits Everyone Should Have

July 25, 2018
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 ... [+] Read More

Is it Better to Save for Retirement or Pay Off Student Loans? – Doug’s Quiz Corner

July 20, 2018
Determining Priorities When Saving for Retirement and Paying Off Student Debt Consider this Scenario: Your friend Stanley has recently ... [+] Read More

Main Management's Q2 2018 Market Recap

July 19, 2018
Volatility Softening; Rate Hikes The second quarter of 2018 saw a marked decline in volatility from the first quarter. The prevailing ... [+] Read More

Understanding the Basics of ESG Investing

July 18, 2018
For readers who are unfamiliar with – and maybe curious about – the concept of ESG (Environmental, Social, and Governance) investing, look ... [+] Read More

J.P. Morgan Shares Market Insights for Q3 2018

July 12, 2018
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 ... [+] Read More

How Jobs and Financial Markets Intersect

July 11, 2018
How important are jobs and the unemployment numbers to financial markets? So important that strict rules were put in place over 30 years ... [+] Read More

Performance Reporting: Does It Really Matter?

July 10, 2018
When you’re validating a money manager recommendation, chances are high that you’re looking for information regarding the managers ... [+] Read More

Lord Abbett Wants to Make Sure You Don't Overlook These Retirement Planning Milestones

July 5, 2018
Planning for Retirement? Don't Overlook These Milestones With millions of Americans owning tax-advantaged retirement accounts, totaling $28 ... [+] Read More

The Shaky State of Social Security

July 4, 2018
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 ... [+] Read More

BlackRock Says Investors Should Prepare for Trade Wars, Not Panic

June 28, 2018
Trade Wars: Don't Panic, Prepare Trade tensions are here to stay. Even without a full-blown trade war, escalating frictions could weigh on ... [+] Read More

Do You Live in One of the Wealthiest Parts of the Country?

June 27, 2018
For nearly 20 years WrapManager has been headquartered in the San Francisco Bay Area, which is notoriously (based on hard data) one of the ... [+] Read More

Nuveen Sees Investors Looking Past Geopolitics, But Trade Remains a Wildcard

June 21, 2018
While Last Week Was Very Eventful, Investors Shrugged Off Most of the Developments That Drove Headlines President Trump’s comments at the ... [+] Read More

What History Tells Us about Tariffs and the Threat of Trade War

June 20, 2018
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 ... [+] Read More

Introducing the WrapManager SAIRSHA Global All Cap ESG Portfolio

June 19, 2018
Some investors wish to align their personal values with their investment portfolio, but there have traditionally been several stumbling ... [+] Read More

How Does a Stock Split Impact the Cost Basis of Shares? – Doug’s Quiz Corner

June 15, 2018
Understanding the Cost Basis Impact of Stock Splits & Reverse Stock Splits Consider this Scenario Your friend Bill owns a stock that just ... [+] Read More

Lord Abbett Shares More Tips on Trusts for IRA and 401(k) Holders - Part 2 of 2

June 14, 2018
Here’s the nitty-gritty on naming a trust beneficiary, plus insights on trust mechanics and taxation, and why bequeathing a Roth IRA ... [+] Read More

Stronger or Weaker Dollar – Which is Better?

June 13, 2018
The dollar debate between investors, economists, and politicians has been rolling on for years. Is a stronger dollar or a weaker dollar ... [+] Read More

Lord Abbett Talks About Designating a Trust as an IRA Beneficiary - Part 1 of 2

June 7, 2018
Such a strategy can be beneficial, but be sure to consult an experienced attorney and tax professional to navigate the maze of rules. In ... [+] Read More

It’s the 2nd Longest Economic Expansion in U.S. History – How Long Can It Last?

June 6, 2018
Through April of this year, this economic expansion is now 106 months old. If the US economy continues to grow through May – which seems ... [+] Read More

Introducing the MILES Bond Portfolio

June 5, 2018
Investing on your own in fixed income markets can be extremely challenging. Unlike the stock market where equities trade thousands of times ... [+] Read More

Nuveen Sees Equities Treading Water, Although Fundamentals Look Solid

May 31, 2018
Equities Prices Are Likely to Continue Churning, But Should Eventually Move Higher Equity markets struggled to gain clear direction last ... [+] Read More

Avoiding Slow Failure in Retirement Planning

May 30, 2018
Editor’s Note: This article was written for the WrapManager Wealth Management blog by guest author Justin Sibears, a Portfolio Manager at ... [+] Read More

J.P. Morgan Shares Global Equity Views for 2Q 2018

May 24, 2018
Taking Stock of Trends, Opportunities, and Risks At first glance, the current environment remains rather favorable for equity investors. ... [+] Read More

Are Stocks Attractively Valued?

May 22, 2018
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 ... [+] Read More

How Does Exchange-Rate Risk Impact the Purchase and Coupon Payments of Foreign Bonds? – Doug’s Quiz Corner

May 18, 2018
Tackling Currency Risk When Purchasing Foreign Bonds Consider this Scenario Your friend Lucy is a US resident who bought a British bond at ... [+] Read More

BlackRock Weekly Commentary Asks Is This As Good As It Gets?

May 17, 2018
An Unusual Earnings Season  With many developed market firms having reported first-quarter results, we can say without doubt it’s been an ... [+] Read More

Legacy Planning with Donor Advised Funds

May 16, 2018
If part of your legacy and estate planning involves giving to charity, you may want to consider Donor Advised Funds (DAF). DAFs are not ... [+] Read More

Nuveen Feels Reasons for Optimism Outweigh Reasons for Caution

May 10, 2018
Reasons for Optimism Slightly Outweigh Reasons for Caution Corporate earnings were in focus for much of last week. Results continued to ... [+] Read More

Don’t Confuse 401(k) Withdrawals with 401(k) Rollovers – It Could Cost You

May 9, 2018
One of the reasons investing gets confusing for most people is that there are too many rules, requirements, products/options, and terms. ... [+] Read More

Should You Still Own REITs in a Rising Interest Rate Environment?

May 8, 2018
When interest rates spiked in early 2018, income related investments such as Real Estate Investment Trusts (REITs) experienced a sell off. ... [+] Read More

Lord Abbett Weighs in on Appreciating Net Unrealized Appreciation

May 3, 2018
Net unrealized appreciation allows for favorable tax treatment of withdrawals of an employer's stock - but understanding the rules is ... [+] Read More

The Quick and Easy Guide to Roth IRAs

May 2, 2018
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: ... [+] Read More

A Comparison of Perspectives: Nuveen & BlackRock Share Weekly Investing Outlooks

April 26, 2018
As market volatility continues to be a focus point for investors, money managers are keeping a close eye on key market indicators. This ... [+] Read More

Sell in May and Go Away?

April 24, 2018
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 ... [+] Read More

Tax Reform Favors Charitable Giving From IRAs Finds Lord Abbett

April 19, 2018
Qualified charitable distributions (QCD) are poised to become even more popular under the new tax law.  While the Tax Cuts and Jobs Act ... [+] Read More

Rethink your Retirement Strategy with Goals-Based Wealth Management

April 17, 2018
An axiom you hear often in the financial world is that “every person’s financial situation is different.” That’s undoubtedly true. What you ... [+] Read More

Understanding How the U.S. Taxes Foreign Dividend Payments: Doug’s Quiz Corner

April 13, 2018
How Do Tax Credits and Tax Deductions Work for Foreign Dividend Payments? Your friend Emily made an investment in the stock of a company ... [+] Read More

Main Management Reviews Q1 Market Volatility and Its Impact on the Uncertainty Index

April 12, 2018
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 ... [+] Read More

The True Cost of Homeownership

April 11, 2018
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 ... [+] Read More

How to Research a Money Manager

April 10, 2018
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 ... [+] Read More

J.P. Morgan Releases 2Q 2018 Guide to the Markets

April 5, 2018
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 ... [+] Read More

Should You Be Concerned About Rising Interest Rates?

April 3, 2018
With interest rates spiking unexpectedly in early 2018 and the Fed poised to continue raising interest rates throughout 2018, some bond ... [+] Read More

Nuveen Believes Market Fundamentals Remain Solid Over the Long-Term

March 29, 2018
Are investors overly pessimistic about downside market risks? While fundamentals haven’t changed significantly, volatility has picked up ... [+] Read More

Managing Health Care Costs in Retirement

March 28, 2018
It’s the retirement planning topic that, candidly, cannot be overstated or discussed enough: planning for healthcare costs. Crucial as this ... [+] Read More

JP Morgan Examines Economic Growth and Employment

March 22, 2018
JP Morgan's weekly update offers investors an at-a-glance summary of economic news and reports.This week's update looks at: • Economic ... [+] Read More

How Does Loss Aversion Affect Your Investment Goals?

March 20, 2018
Many readers have probably heard the axiom that investors “loathe losses about twice as much as they enjoy gains.” This notion that losses ... [+] Read More

What’s the Best Way to Make Tax Efficient Gifts to Adult Children? – Doug’s Quiz Corner

March 16, 2018
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug helps you navigate tax efficient gifting strategies to help a ... [+] Read More

Nuveen Weighs the Effect of Trade Tariffs & Investors Bidding Up Stock Prices

March 15, 2018
Investors look past trade risks as stocks gain ground... President Trump’s proclamation of 10 - 25% trade tariffs dominated most of the ... [+] Read More

US Economy: The Current State of Affairs

March 14, 2018
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 ... [+] Read More

In Their Own Words: Dorsey Wright Explains Selective International Investing Through Their Systematic Relative Strength Strategy

March 13, 2018
Although the US is arguably the largest and most diverse economy in the world, international diversification, where appropriate, might be ... [+] Read More

BlackRock Evaluates Short-Term Treasuries

March 8, 2018
Long on Short Bonds... The steady increase in shorter-maturity bond yields provides a thicker cushion against concerns around further rises ... [+] Read More

How Living Longer Should Impact Retirement Planning

March 7, 2018
If your financial advisor insisted on creating an investment plan that projected you and/or your spouse to live past 100, you might be ... [+] Read More

Brookmont Capital Management Named Top Guns Manager by Informa Investment Solutions

March 1, 2018
Brookmont Capital Management has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s ... [+] Read More

The Pros and Cons of Target Date Funds in Retirement Planning

February 28, 2018
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) ... [+] Read More

Nuveen Evaluates Environment for Market Growth, Volatility

February 22, 2018
Stocks recover ground as the focus returns to fundamentals... Stocks rebounded last week as investors appeared to return their focus to ... [+] Read More

Aging in Place: Retirement Planning for Home Care Costs

February 20, 2018
In the context of retirement planning, most people are naturally drawn to talking about travel, hobbies, grandchildren, and leisure ... [+] Read More

Stock Market Volatility: Could These Be Future Considerations for Investors?

February 16, 2018
Money Managers continue to reflect on the market volatility from last week, lessons learned, and consider what's to come. This week's post ... [+] Read More

Evaluating the Relationship Between Bond Investments and Rising Interest Rates: Doug’s Quiz Corner

February 16, 2018
What Happens to Bond Investments When Interest Rates Go Up? Consider this scenario: Your friend Bob is concerned about what rising interest ... [+] Read More

Updated: JP Morgan Guide to the Markets for 1Q 2018

February 15, 2018
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, ... [+] Read More

The Cost of Having a Child

February 14, 2018
There are numerous planning considerations involved when starting or expanding your family -- lifestyle, career, living space…the list goes ... [+] Read More

How Inflation and Interest Rate Fears Could Have Been to Blame for Recent Market Volatility

February 8, 2018
Inflation worries caused by a single economic report have led to increasing concern that the economy may be overheated. A rapidly expanding ... [+] Read More

Money Manager Commentary: Why Was the Market So Volatile This Week?

February 8, 2018
Money Managers have had plenty to say about the market volatility that started last week. That’s why this week we’re doing something ... [+] Read More

Financial Goals: The Importance of Salary Negotiations

February 7, 2018
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 ... [+] Read More

BlackRock Commentary: An Upside U.S. Growth Surprise

January 31, 2018
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 ... [+] Read More

How to Financially Plan for Natural Disasters and Other Unexpected Events

January 31, 2018
2017 was a historic year for multiple reasons, but perhaps none more impactful than in the context of natural disasters here in the United ... [+] Read More

Nuveen Evaluates Rising Risks, Recommends Pro-Growth Bias

January 25, 2018
We are not yet seeing warning signs that would signal a correction... Over the past 18 months, investor sentiment appears to have come full ... [+] Read More

Why High Income Earners Can Still Benefit from a Budget

January 23, 2018
A high-income earner can benefit from a having a budget much like a professional athlete can benefit from having a personal trainer – even ... [+] Read More

Navigating Your Finances Through Divorce

January 22, 2018
There’s really no way to sugarcoat it – though relationships are often filled with love and beauty, they can also be complicated and ... [+] Read More

When is the Right Time to Hire a Tactical Money Manager?

January 19, 2018
Let’s start with a more basic question: what is a tactical money manager? To answer that, an investor must first understand “tactical asset ... [+] Read More

Calculating the Impact of Expense Ratios on Returns: Doug's Quiz Corner

January 19, 2018
How Does An Expense Ratio Impact Returns? Consider this scenario: Your friend Martha has just invested $100,000 in a mutual fund that has ... [+] Read More

BlackRock Evaluates Tax Overhaul Winners and Losers

January 18, 2018
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. ... [+] Read More

Financial Planning for…Pet Owners?

January 17, 2018
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 ... [+] Read More

JP Morgan Guide to the Markets for 1Q 2018

January 11, 2018
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. ... [+] Read More

A New Era of 401(k) Millionaires

January 10, 2018
Fidelity Investments recently produced research that unveiled a surging population of 401(k) millionaires: women. According to Fidelity’s ... [+] Read More

The Final Tax Bill – Special Report

December 28, 2017
On December 22, 2017, President Trump signed into law the tax legislation known as the “Tax Bill.”  The majority of the tax law’s ... [+] Read More

JP Morgan Recaps Year-End Economic Data

December 28, 2017
JP Morgan's weekly update offers a snapshot of changes in the economy and potential implications for investors. This week's investment ... [+] Read More

Have you heard of the “January Effect”?

December 27, 2017
You many have heard people speak about the "January Effect," but what does it actually mean? In short, the January Effect is a concept ... [+] Read More

Nuveen Reviews 2017 Predictions and Looks Ahead to 2018

December 21, 2017
As the year draws to a close, it appears more of our predictions are correct than not... We have been describing 2017 as a “Year of ... [+] Read More

Test Your Knowledge on Treasury Inflation Protected Securities (TIPS) Bonds - Doug's Quiz Corner

December 15, 2017
Protecting Principal Against Inflation via TIPS Your friend Karen is concerned about inflation increasing so she purchases $1,000 of a ... [+] Read More

BlackRock Shares Its Outlook on Global Investing in 2018

December 14, 2017
We see stable global growth with room to run... Setting the scene: the eurozone is enjoying its fastest economic expansion since 2011. EM ... [+] Read More

Pros and Cons of Dividend Investment Strategies

December 13, 2017
Should an investor consider owning dividend stocks? If so, why? And when? In this piece, we delve into the realm of dividend stock ... [+] Read More

What Will the Final Tax Legislation Look Like?

December 11, 2017
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 – ... [+] Read More

Lord Abbett Shares Year-End Retirement Checklist

December 7, 2017
Review your retirement plans to maximize potential savings for you and your family... Lord Abbett's 2017 Retirement Tips - Year End ... [+] Read More

Are You the Beneficiary of an IRA? You May Need to Take a Required Minimum Distribution

December 6, 2017
When most investors/retirees think of Required Minimum Distributions (RMDs), they think of turning 70 ½ and having to take mandatory ... [+] Read More

Presenting WrapManager's Q4 2017 Top International Equity Money Manager Picks Report

November 30, 2017
While the United States represents the largest single contributor to global GDP, 75% of the world’s GDP is taking place across our borders ... [+] Read More

The Retirement Question Advisors Forget to Ask

November 29, 2017
Investor education materials focused on retirement planning tend to try and answer the essential questions: how do you get yourself ... [+] Read More

Lord Abbett Explores Yield Curve Effect on US Stocks

November 23, 2017
In part one of a two-part Market View, Lord Abbett explored investor concerns about the ongoing flattening of the yield curve. A flat ... [+] Read More

How Your Wealth Manager Can Help You with Major Life Changes

November 22, 2017
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, ... [+] Read More

After Tax Yield: Doug’s Quiz Corner

November 17, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses a strategy for getting a higher after tax yield. ... [+] Read More

Nuveen Looks Ahead to Future of the Bull Market, Tax Reform in 2018

November 16, 2017
The bull market in equities is aging but remains very much intact... For more than a year now, equity markets have enjoyed an unusual ... [+] Read More

Tax Planning: Don’t Forget Your Required Minimum Distributions

November 15, 2017
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 ... [+] Read More

BlackRock Asks: Where Is the US Dollar Headed?

November 9, 2017
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 ... [+] Read More

Working and Claiming Social Security...At the Same Time

November 8, 2017
The traditional arch of a person’s financial life is generally to work, save, retire, collect Social Security and/or pension, and make ... [+] Read More

Lord Abbett Reviews 2018 Retirement Plan Limits

November 2, 2017
The Internal Revenue Service (IRS) has released their retirement plan limits for 2018. Lord Abbett believes the information provided to be ... [+] Read More

Tax Prep: Gifting Strategies

November 1, 2017
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 ... [+] Read More

Nuveen Asks What Matters and What Doesn’t for Equities?

October 26, 2017
Investors remain calm as equity prices move higher against a backdrop of very low volatility... Investor attention remained focused on ... [+] Read More

What is Tax Loss Harvesting?

October 25, 2017
The White House released an outline for major tax reform in September. There are some ambitious goals in the plan: reduce seven individual ... [+] Read More

Traditional vs Roth IRA Strategies: Doug’s Quiz Corner

October 20, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug compares traditional IRA versus Roth IRA contribution strategies.  ... [+] Read More

Dorsey Wright Evaluates Low Volatility, Global Investments

October 19, 2017
The lack of volatility is puzzling considering current events... This year, one of the big market stories has been the lack of volatility. ... [+] Read More

High Earners Still Need an Investment Plan

October 18, 2017
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 ... [+] Read More

Protecting Your Online Identity: Simple Steps for Better Internet Security

October 13, 2017
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 ... [+] Read More

JP Morgan Guide to the Markets for 4Q 2017 Released

October 12, 2017
JP Morgan Reviews Investing Opportunities & Rate Expectations JP Morgan’s Guide to the Markets for fourth quarter 2017 is now available. ... [+] Read More

Do You Have a Retirement Income Plan? Most Retirees Don’t

October 11, 2017
The key word in the title of this article is “income.” Many retirees believe they may have a retirement plan (at least generally speaking), ... [+] Read More

JP Morgan Assesses Future Asset Allocation

October 5, 2017
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 ... [+] Read More

How Do You Know it’s Time to Hire a Wealth Manager?

October 4, 2017
For some investors, hiring a wealth manager is a no-brainer. Whether it’s because finance and investing was not your chosen profession, or ... [+] Read More

An Initial Look at Trump’s Tax Reform Framework

September 28, 2017
After campaigning hard for the importance of tax reform, President Trump and his advisors released an early stage tax code change framework ... [+] Read More

ClearBridge Investments Looks Beyond FAANGs to Semiconductors

September 28, 2017
Tremendous growth in software functionality has only been enabled by tremendous growth in semiconductor performance... U.S. equity market ... [+] Read More

Fair Weather Money Manager Fan? What Data Tells Us about Short-Term Investments

September 27, 2017
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 ... [+] Read More

Accepting Bond Tender Offers: Doug’s Quiz Corner

September 22, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses the complexities of bond tender offers. Consider this ... [+] Read More

Nuveen Expresses Confidence in Bull Market

September 21, 2017
Despite Roadblocks, Expect the Bull Market to Continue... Following a down week for stocks, investors adopted a risk-on approach, moving ... [+] Read More

The Financial Risks of Cognitive Decline

September 20, 2017
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, ... [+] Read More

BlackRock Sizes Up Hurricane Relief and the Fiscal Cliff

September 14, 2017
We see more political uncertainty ahead... Washington averted an imminent fiscal crisis, but the result could be a steep fiscal cliff in ... [+] Read More

Retirement Investing: Needs vs. Wants

September 13, 2017
The conventional wisdom is that once a person retires, they should pare back exposure to stocks and focus instead on a more balanced, ... [+] Read More

Concerned About the Equifax Breach? Here’s How to Freeze Your Credit

September 11, 2017
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 ... [+] Read More

Nuveen Estimates Hurricane Harvey’s Impact, Risks Ahead

September 7, 2017
We advocate sticking with a pro-growth investment stance... The devastation caused by Hurricane Harvey dominated the news last week. From ... [+] Read More

What Investors Need to Know About the Disposition Effect

September 6, 2017
Part of being an astute investor involves hours of analyzing the capital markets, actively researching the companies and strategies you ... [+] Read More

5 Things to Know about Health Savings Accounts

August 30, 2017
With all the hoopla about health care over the last several months, you may have heard the term “Health Savings Account” tossed around here ... [+] Read More

Nuveen Weighs Effect of Political Uncertainty on Stocks

August 24, 2017
Escalating Political Uncertainty Drags on Stocks As last week began, attention was focused on attempts to dial back tensions between the ... [+] Read More

What If You Have to Retire Earlier Than Expected?

August 23, 2017
Life is full of detours and unknowns, and in many cases retirement planning is too. Sometimes people are forced to change jobs, to give ... [+] Read More

BlackRock Evaluates Indifferent Investor Sentiment

August 17, 2017
Investor sentiment shows more signs of fatigue than euphoria... Equity markets have greeted positive earnings reports largely with ... [+] Read More

Foreign Investments Return: Doug’s Quiz Corner

August 15, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses returns on foreign investments. [+] Read More

Do Men and Women Invest Differently?

August 15, 2017
There are countless studies out there trying to answer questions about how – and why – men and women invest differently. Do men tend to ... [+] Read More

Nuveen Evaluates Economic Growth, Recession Risk

August 10, 2017
Risks Appear Tilted to the Upside for Stocks Although economic data was positive and earnings continued to be strong, U.S. equities were ... [+] Read More

What is the Federal Reserve?

August 9, 2017
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 ... [+] Read More

Millennial Investors and Investing Psychology

August 3, 2017
Most investors would readily admit that past experiences in the markets tend to influence their decision-making over time. At best, our ... [+] Read More

BlackRock Digs Into the Metals and Mining Rally

August 3, 2017
We see stability in commodities prices but are selective in related stocks and bonds. Industrial metals have generally outperformed their ... [+] Read More

Geneva Reviews Fixed Income and Dividend Investing

July 27, 2017
"Dividend‐ growth stocks remain more attractive than most high‐dividend‐yield stocks..." Investor and consumer confidence remained ... [+] Read More

Announcing: WrapManager's Q3 2017 Top Equity Money Manager Picks

July 26, 2017
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 ... [+] Read More

Main Management Reviews Market Performance in 2Q 2017

July 20, 2017
"Some Highs Despite Low and Slow Economy..." The second quarter of 2017 saw markets make new highs despite lackluster economic data. The ... [+] Read More

How “Familiarity Bias” May Impact Your Investment Decision-Making

July 18, 2017
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 ... [+] Read More

Anticipating Inverse ETF Returns: Doug’s Quiz Corner

July 18, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug teaches a lesson on antcipating inverse ETF returns. Consider this ... [+] Read More

12 Ways to Define the Investment Goals that Matter to You

July 13, 2017
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 ... [+] Read More

Federated Investors Hopeful About Stocks’ Summer Doldrums

July 13, 2017
While extremely low headline volatility of late may be putting some investors to sleep, beneath the surface, there has been a healthy and ... [+] Read More

Plan Now for Education Later: 529 College Savings Plans

June 29, 2017
With the cost of education continuing to rise, and the requirements for minimum workforce entry showing no likelihood of decreasing the ... [+] Read More

BlackRock Examines Momentum Trading in 2017

June 29, 2017
We like momentum in today’s economic environment, even if its performance could be prone to short-lived reversals. The momentum style ... [+] Read More

What is Probate? Why & How to Avoid It

June 22, 2017
Back in mid-May, I wrote an estate planning article about the late artist and global music phenomenon, Prince. The objective of the piece, ... [+] Read More

Nuveen Decodes Mixed Economic Signals

June 22, 2017
Economic Data and Confidence Levels Offer Mixed Signals In recent months, we have seen increased softness in so-called “hard” economic ... [+] Read More

Which is Less Volatile, Stocks or Bonds? Doug's Quiz Corner

June 20, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug explores portfolio volatility. Consider this Scenario: Your friend ... [+] Read More

JP Morgan Evaluates Implications of an Interest Rate Hike

June 15, 2017
After a brutal recession and a painfully slow recovery, the U.S. economy no longer needs emergency measures of support from the U.S. ... [+] Read More

When it Comes to Retirement Planning, What’s the Difference Between Needs and Wants?

June 14, 2017
Retirement planning involves more than just saving money in a 401(k) or putting away cash in IRAs here and there. An investor has to ... [+] Read More

BlackRock Evaluates Emerging Markets and European Equities

June 8, 2017
When contrarian becomes consensus... Many investors have flocked to emerging market (EM) and European equities this year, as money has ... [+] Read More

Chasing Heat? You May Get Burned.

June 7, 2017
The Information Technology sector has been on a roll so far in 2017. The returns for the sector year-to-date are nothing short of ... [+] Read More

Nuveen Evaluates Investor Skepticism

June 1, 2017
Global Equity Prices Should Trend Unevenly Higher Many investors remain uneasy about the global macro backdrop, despite accelerating global ... [+] Read More

The 4-Step Action Plan if You’re Worried About Your Investment Portfolio

May 31, 2017
It is an interesting time in the United States’ sociopolitical sphere, to say the least. But lucky for you, this article isn’t about ... [+] Read More

Cambiar Investors Reflects on 1st Quarter 2017

May 25, 2017
The year 2016 marked the first year since the Global Financial Crisis (GFC) of 2008-09 when value investing decisively beat growth ... [+] Read More

Investor Psychology: Why You May Not Be Your Own Best Financial Planner

May 24, 2017
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 ... [+] Read More

JP Morgan Considers Inflation's Next Phase

May 18, 2017
Around the globe, a synchronized upturn in nominal growth is underway, including an upturn in inflation. Global monetary policy is ... [+] Read More

Leaving a Legacy That Spans Generations

May 16, 2017
When most people think of the late artist Prince, they think about a global music phenomenon with unforgettable pop hits and an ... [+] Read More

Is it Better to Fund College Expenses from a Taxable Joint Account or an IRA? -  Doug's Quiz Corner

May 16, 2017
Quizmaster Doug Hutchinson presents his monthly wealth management test. This month he quizzes your knowledge on whether it’s better to pay ... [+] Read More

JP Morgan Shares Their Guide to the Markets for 2Q 2017

May 11, 2017
JP Morgan Quarterly Guide to the Markets JP Morgan’s Guide to the Markets for the second quarter of 2017 is now available. The ... [+] Read More

When the Stock Market Gets Volatile, Smart Investors Do This

May 10, 2017
There’s a popular saying that people often use to characterize or describe human behavior: “we are our own worst enemies.” This phrase ... [+] Read More

Brandes Reviews the Q2 2017 Opportunities in International Equities

May 4, 2017
Is your portfolio well-positioned to take advantage of international opportunities?  Brandes Investment Partners believes there are ... [+] Read More

Newfound Research Wins Award for Best ETF Strategist from ETF.com

May 3, 2017
Congratulations to Newfound Research for winning the 2016 award for Best ETF Strategist with their QuBe portfolios. Editor’s Note: ... [+] Read More

Common Financial Credentials: What is a CFP, CWS, and CFA?

May 2, 2017
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 ... [+] Read More

JP Morgan Sees Potential in Europe, Emerging Markets

April 27, 2017
In the first quarter of 2016, investors feared that weak conditions in many emerging markets, commodities and global manufacturing would ... [+] Read More

3 New Money Manager Strategies to Consider for 2nd Quarter 2017

April 26, 2017
The WrapManager Top Equity Money Manager Picks Report for second quarter 2017 includes three different money managers with diverse ... [+] Read More

BlackRock Releases 2Q 2017 Global Investing Outlook

April 20, 2017
Global growth expectations are on the rise, and we see room for more upside surprises... Reflation is going global. The signs include a ... [+] Read More

Tax Efficient Giving with Appreciated Stock Donations -  Doug's Quiz Corner

April 18, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month.  Here, Doug explores donating appreciated stock versus selling the stock and ... [+] Read More

What's the Difference Between a Roth and Traditional IRA?

April 18, 2017
Both a Roth IRA and Traditional IRA (Individual Retirement Account) can potentially help meet your retirement savings goals. The main ... [+] Read More

Is Hiring A Financial Advisor Worth It?

April 12, 2017
Editor's Note: This post was originally published July 2016 and was updated in April 2017 with new information for your benefit. Investors ... [+] Read More

Nuveen Believes the Political Backdrop Can Support Growth

April 12, 2017
Economic Growth, Not Politics, Is Probably the Biggest Risk For some time, we have argued that equities and other risk assets looked ... [+] Read More

Nuveen Observes Equities Sag as Political Optimism Returns to Earth

April 5, 2017
Where Can Investors Find Value in These Markets? Stocks experienced their largest one-week decline since the election, as the S&P 500 Index ... [+] Read More

What is ESG Investing and Does It Make Financial Sense?

April 4, 2017
Corporations in America are aware that public perception is important. That’s why many companies have made strides in recent years to ... [+] Read More

How Will Rising Interest Rates Affect Your Investment Portfolio?

March 30, 2017
On March 15, the Federal Reserve raised interest rates for the first time in 2017. Federal Reserve Chairman Janet Yellen moved the ... [+] Read More

Lord Abbett: Why HSAs Matter More Than Ever

March 29, 2017
Many experts expect healthcare costs will continue to rise, making it important that advisors help their clients plan ahead. According to ... [+] Read More

The Retirement Dilemma for High Income Earners

March 28, 2017
High income earners often find themselves in a bit of a quandary when it comes to retirement planning. Individuals making over $132,000 and ... [+] Read More

What is a Good Strategic Value Dividend Strategy Under Trump? - Federated Investors

March 21, 2017
Our first and primary answer to the client question of what one can expect from investment in a Strategic Value Dividend product is the ... [+] Read More

Savings Checkpoint! How to Know if You’re Saving Enough

March 15, 2017
Retirement and financial planning can essentially be broken down into three phases:  Saving Investment Distribution (Retirement Income)  ... [+] Read More

JP Morgan: The Importance of Immigration

March 14, 2017
In the early days of the new administration, no issue has been more controversial than immigration. The president’s statements on building ... [+] Read More

Retiring in America: 3 Practical Tips to Help Set Your Course

March 13, 2017
Retirement planning in America is no simple task. Whether it’s navigating the ever-shifting tax code, factoring-in the rising cost of ... [+] Read More

Do You Have to Pay Capital Gains Tax on Mutual Funds? - Doug's Quiz Corner

March 10, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug explores how to manage capital gains tax on mutual funds.  ... [+] Read More

Nuveen: Where to Find Value in 2017

March 6, 2017
Where Can Investors Find Value in These Markets? The recent behavior of equity and bond markets creates a conundrum for investors. Equity ... [+] Read More

3 Reasons You Need A Fiduciary

February 28, 2017
In the realm of investment advice, all it takes is seeing the definition of “fiduciary standard” to understand why it’s so important: ... [+] Read More

Legg Mason: 7 Reasons to Choose Active Management

February 27, 2017
While index investments have their place, it’s important to recognize what actively managed strategies can do for investors — especially in ... [+] Read More

7 Tips for Strategic Tax Planning and Filing

February 23, 2017
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 ... [+] Read More

Doug's Quiz Corner: Familiarity Bias

February 21, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses the pitfalls of familiarity bias.  Consider this ... [+] Read More

BlackRock: Tax Reform and Trump Trades

February 20, 2017
We see potential for volatility in the coming months as more reform details emerge. Richard Turnill, BlackRock’s Global Chief Investment ... [+] Read More

Katie’s LINC Presentation and the Time She Flew

February 17, 2017
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, ... [+] Read More

The Case for International Diversification

February 14, 2017
If it feels like the United States has been delivering good (but not gangbusters) economic growth and solid stock market returns since ... [+] Read More

JP Morgan Trade Policy Chess

February 13, 2017
President Trump’s first few weeks in office have been busy on many fronts. However, for investors, his statements on trade policy maybe the ... [+] Read More

Relationships Strengthen Your Financial Plan

February 8, 2017
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?” ... [+] Read More

BlackRock: Returns in a Reflationary Environment

February 7, 2017
We have largely maintained our assumptions for equity returns while increasing those for fixed income. Richard Turnill, BlackRock’s Global ... [+] Read More

Active vs. Passive Management and What it Means for Your Portfolio

February 1, 2017
There’s been a growing debate surrounding the rise in popularity of “passive investing” as an alternative to active management. Passive ... [+] Read More

Lord Abbett Stocks: Don’t Sweat the Post-Trump

January 31, 2017
Concerns about U.S. equity valuations reflect perceptions that the market has fully priced in prospects for earnings acceleration. But ... [+] Read More

What's the Difference Between Financial Advisors and Money Managers?

January 25, 2017
Editor’s Note: This post was originally published in December 2015 and updated January 2017. While financial advisors and money managers ... [+] Read More

Nuveen Weekly Commentary January 2017

January 24, 2017
Investors Await Clarity on Tax and Spending Policies Equity markets were mixed last week, with the S&P 500 Index ... [+] Read More

What to Expect from the Markets Under President Trump

January 19, 2017
On January 20, President-elect Trump will become President Trump. If his campaign rhetoric plays out, we should expect many changes to ... [+] Read More

Robo Advisors vs. Traditional Advisors: Should the Differences Matter to You?

January 17, 2017
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 ... [+] Read More

Doug's Quiz Corner: College Savings

January 17, 2017
Quizmaster, Doug Hutchinson, presents his quiz for the month.  Here, Doug discusses strategies for saving for college.  Consider this ... [+] Read More

Legg Mason 2017 Annual Outlook

January 16, 2017
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 ... [+] Read More

4 Signs You’re Getting White Glove Service from Your Financial Advisor

January 11, 2017
Editor’s Note: This post was originally published in April 2014 and updated January 2017. A financial advisor’s job, at minimum, is to ... [+] Read More

Announcing: WrapManager's Q1 2017 Top Equity Money Manager Picks

January 10, 2017
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 ... [+] Read More

Federated Investors 2017 Outlook

January 9, 2017
Stephen Auth, CFA and Chief Investment Officer, Equities, shares his expectations for 2017 including: The effect of the Trump ... [+] Read More

Common Retirement Planning Problems – And How to Overcome Them

January 4, 2017
With retirement planning, there is always the need to plan for the “unexpected”: emergency needs, potential home repairs, major medical ... [+] Read More

BlackRock 2017 Investing Outlook

January 2, 2017
Global growth expectations appear to be picking up after an extended slide... BlackRock expects U.S.-led reflation (rising nominal growth, ... [+] Read More

Use Goal-Based Investing to Invest with Precision

December 28, 2016
There is an emerging concept in health care known as “precision medicine.” According to the National Institutes of Health, “precision ... [+] Read More

Lord Abbett: Investing in Dividend Payers and Growers

December 26, 2016
We continue to believe investors will be well-served to focus on dividend growth. As bond yields begin to compete with equities, we ... [+] Read More

Spending in Retirement: 4 Factors to Consider

December 21, 2016
When you encounter articles focused on retirement planning, the subject matter is generally about how to invest—what strategies are good ... [+] Read More

Nuveen Weekly Commentary December 2016

December 19, 2016
Investors Focus on Positives, Ignoring Negatives Investor sentiment remained skewed positive last week, helping equity markets rally ... [+] Read More

Your 2016 IRA Checklist: 4 Actions to Take Before Year-End

December 13, 2016
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 ... [+] Read More

Doug's Quiz Corner: Tax Efficient withdrawals

December 13, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient withdrawals.  Consider this ... [+] Read More

JP Morgan Investment Outlook 2017

December 12, 2016
Economic warming and political warnings... Short-term interest rates remain extremely low given the relative health of both the U.S. and ... [+] Read More

3 Social Security Myths Debunked

December 7, 2016
For many investors and retirees, the task of navigating Social Security is often a tricky (and sometimes confusing) undertaking. In fact, ... [+] Read More

BlackRock Update November 2016

December 5, 2016
U.S. equity indexes hit records; U.S. dollar index surges to nearly 14-year highs. Richard Turnill, BlackRock’s Global Chief Investment ... [+] Read More

Are You Sacrificing Retirement Savings for College Expenses?

November 30, 2016
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 ... [+] Read More

Federated Strategic Value Dividend Investing

November 28, 2016
Daniel Peris, Ph.D., CFA and Head of Strategic Value Dividend Team, answers questions about the the Federated Strategic Value Dividend ... [+] Read More

The Findings of Polen Capital's “10,000 Portfolios Project”

November 22, 2016
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 ... [+] Read More

Lord Abbett 2017 Global Investing Outlook

November 21, 2016
How Policy and Politics Shape the Global Outlook for 2017 As the dust settles from the U.S. presidential election, what might investors ... [+] Read More

7 Things You Should Know About 529 Plans

November 17, 2016
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 ... [+] Read More

Doug's Quiz Corner: Tax-Efficient Charitable Donations

November 15, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient investing.  Consider this ... [+] Read More

BlackRock: Trump's Impact on the Stock Market

November 14, 2016
Donald Trump’s unexpected election win points to uncertainty ahead. Donald Trump’s unexpected election victory brings market and policy ... [+] Read More

Announcing: WrapManager's Q4 2016 Top Equity Money Manager Picks

November 10, 2016
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 ... [+] Read More

The Beneficiary Designation that Many Investors Forget

November 9, 2016
In a recent post, we reminded investors of the importance of naming and reviewing beneficiaries – especially as the holidays approach. The ... [+] Read More

Gifting Rules Associated with 529 Plans

November 7, 2016
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 ... [+] Read More

Blackrock: Impact of the 2016 Election on Investing

November 3, 2016
Unusually consequential election challenges the post-crisis status quo. The 2016 U.S. election campaign has been unique in many ways, but ... [+] Read More

Helping You Understand the Basics of 529 Plans

November 3, 2016
529 plans are college savings plans sponsored by state or educational institutions. Congress created them in 1996 to provide a ... [+] Read More

How Irrevocable Life Insurance Trust Can Fit into Your Estate Plan

November 2, 2016
At WrapManager, our focus is on helping you build an investment plan that can provide for you and your family—hopefully for generations to ... [+] Read More

Federated Investors 3Q2016 Market Commentary

October 31, 2016
With 2016’s all-important final quarter at the doorstep and third quarter data continuing to trickle in, hopes for a sharp second-half ... [+] Read More

3 Tips for Reducing Your Taxable Income in 2016

October 26, 2016
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 ... [+] Read More

JP Morgan Guide to the Markets 4Q 2016

October 24, 2016
JP Morgan Quarterly Guide to the Markets JP Morgan’s Guide to the Markets for the fourth quarter of 2016 is now available. This ... [+] Read More

The Contrarian Nature of Bearish Forecasts

October 19, 2016
There seems this growing feeling that the market is on shaky ground. As an investor, you may feel it too: the presidential election is ... [+] Read More

JP Morgan Market Insights 2016: An Election of Extremes

October 17, 2016
JP Morgan Assets analyzes: Why economic angst has contributed to a frustrated electorate Why our base case of de facto divided government ... [+] Read More

Doug's Quiz Corner: Tax Efficient Investing

October 10, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient investing.  Consider this ... [+] Read More

Don’t Neglect Naming Beneficiaries

October 5, 2016
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 ... [+] Read More

Lord Abbett: Implications of Presidential Candidates' Economic Policies

October 3, 2016
The S&P 500 Index has correctly predicted 19 of the past 22 presidential elections and every election since 1985... Amid unprecedented ... [+] Read More

Does Your Advisor Avoid Talking about Performance?

September 28, 2016
Monitoring the performance of an investment portfolio is a tricky task. On one hand, many investors would benefit from not becoming overly ... [+] Read More

3 Things to Know About the Generation Skipping Transfer Tax - GSTT

September 21, 2016
For readers unfamiliar with the generation skipping transfer tax (GSTT), in its simplest form it is what it sounds like – a transfer tax ... [+] Read More

Are Tax Exempt Municipal Bonds Better Than Corporate Bonds? - Doug's Quiz Corner

September 13, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug considers whether tax-exempt municipal bonds are a better ... [+] Read More

BlackRock Weekly Update September 2016

September 12, 2016
September interest rate increase looks less likely... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the week in ... [+] Read More

The ‘Bear Market’ Chatter is Rising: What Should You Do?

September 8, 2016
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 ... [+] Read More

Brexit's Effect on Europe: Legg Mason Chart of the Week

September 7, 2016
The Bottom Line Uncertainty about Brexit’s impact may have rippled through financial markets, but so far the biggest economies in ... [+] Read More

“Phasing Out”: The Art of the Gradual Retirement

August 31, 2016
Many retirees or those pondering retirement know: sometimes it’s difficult to let go. After spending decades being hard-wired to go to work ... [+] Read More

How Team Sports Can Affect Retirement Planning

August 25, 2016
The Olympics ended with a spectacular closing ceremony, the event showed competition is alive and well and the United States topped the ... [+] Read More

Polen Capital Reports 2Q 2016 Performance

August 23, 2016
We have a clear investment discipline and a clear compass... After delivering a strong first quarter performance, Polen Capital ... [+] Read More

As A New President Rises, Will the Markets Follow?

August 16, 2016
The U.S. presidential election has capitalized the news media, social media, and pop culture for nearly a year now, and we still have ... [+] Read More

Doug's Quiz Corner: Early IRA Withdrawal

August 16, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug provides a an example to show the cost of taking an early withdraw ... [+] Read More

2 Key Social Security Strategies Legislated Away: What You Need to Know

August 9, 2016
Two strategies designed to maximize Social Security retirement benefits just got cut, but it doesn’t mean your benefits have to shrink too ... [+] Read More

BlackRock Weekly Update August 2016

August 9, 2016
The worst of the U.S. profits recession appears to be over... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the ... [+] Read More

There’s Still Time: Backdoor Roth Conversions

August 3, 2016
Two years ago we wrote an article about how high income earners—who are generally excluded from Roth IRAs because of income levels—could ... [+] Read More

Nuveen Weekly Commentary July 2016

July 26, 2016
We Expect Modest Economic and Earnings Improvements Robert C. Doll, CRA, Senior Portfolio Manager, Chief Equity Strategist serves serves as ... [+] Read More

401(k) Diversification– Doug's Quiz Corner

July 18, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. This time the topic is 401(k) diversification. Keep reading to find out if ... [+] Read More

Announcing: WrapManager's Q3 2016 Top Equity Money Manager Picks

July 18, 2016
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 ... [+] Read More

BlackRock Commentary Midyear 2016

July 12, 2016
With half the year over, BlackRock's commentary delivers an overview for the rest of the year. Read the excerpt here, or download the ... [+] Read More

Can You Improve Returns by Checking Your Investment Portfolio Less?

July 6, 2016
Maybe! Recent research from Columbia Business School suggests that it’s possible. Researchers found that checking an investment or ... [+] Read More

JP Morgan Market Bulletin: Brexit - a Shock for Markets, or a Crisis?

June 28, 2016
Excerpt from the June 24, 2016 JP Morgan Market Bulletin. Click here to read the entire bulletin.  [+] Read More

Cambiar Investors Insight: Brexit Results

June 28, 2016
Cambiar Investors provides insights on the Brexit results. Their commentary can be read in full here.  [+] Read More

Federated Investors - Brexit Update June 24

June 28, 2016
Philip Orlando, CFA,  from Federated Investors, shares his comments on Brexit. Read a section below from "Orlando's Outlook" or click here ... [+] Read More

4 Things You May Not Know About Your 401(k)

June 22, 2016
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 ... [+] Read More

The “Never Ending” Story of the Stretch IRA

June 15, 2016
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 ... [+] Read More

Factors in Bond Performance: Time or Interest Rates?– Doug's Quiz Corner

June 15, 2016
[+] Read More

The ABLE Act: How Can It Fit In With Your Financial Planning?

June 8, 2016
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 ... [+] Read More

Lord Abbett Market Review - May 2016

June 7, 2016
  U.S. STOCKS: SMALL- AND MID-CAPS’ HOME-COURT ADVANTAGE For those concerned about developments overseas, U.S. small- and mid-cap stocks, ... [+] Read More

Planning for Taxes in Retirement

June 2, 2016
Planning for a multi-decade retirement requires planning and tax planning should be one of your major considerations. Wise retirement ... [+] Read More

Federated Investors - Recommendations For Uncertain Times

May 31, 2016
Federated Investor's Chief Investment Officer, Equities, Stephen F Auth, CFA, oversees all of Federated's equity and asset allocation ... [+] Read More

The Definition of Fiduciary Matters: Here’s Why

May 25, 2016
On Wednesday, April 6, the U.S. Department of Labor finalized what they’re calling the “rule to address conflicts of interest in retirement ... [+] Read More

JP Morgan - 1Q16 earnings update: Beating estimates, but not yet growing

May 24, 2016
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 ... [+] Read More

How Can I Participate in Socially Responsible Investing?

May 18, 2016
Saving for your own retirement could be called a socially responsible, self-sustaining endeavor. By planning for your own future, you put ... [+] Read More

Meaningful Diversification and Mutual Funds – Doug's Quiz Corner

May 18, 2016
Quizmaster, Doug Hutchinson, has come up with another great quiz. This time he discusses creating a meaningful and balanced diversification ... [+] Read More

Getting the Better of Market Volatility in Your Retirement Plan

May 11, 2016
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 ... [+] Read More

3 Actions You Should Take to Examine Your Investment Fees

May 9, 2016
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 ... [+] Read More

Federated Investors  - Horror is a Relative Term

May 3, 2016
Federated Investor's Senior Equity Strategist, Linda Duessel, offers a Weekly Update. Below your find an excerpt from the week of April 22, ... [+] Read More

Polen Capital Management - Ongoing Fundamental Strength

April 26, 2016
Polen Capital Management's Focus Growth Portfolio continues to deliver solid double‐digit earnings per share growth, which is quite ... [+] Read More

How Marital Status Affects Retirement Benefits

April 20, 2016
Changes in marital status can have a big impact on your retirement planning. Retirement account balances, eligibility for pensions, and ... [+] Read More

ETF Currency – Doug’s Quiz Corner

April 13, 2016
Quizmaster, Doug Hutchinson, has come up with another great quiz. This time he tests our knowledge of how currency risk can impact an ... [+] Read More

A Useful Investment Tool for Retirees: The Monte Carlo Simulation

April 13, 2016
When it comes to investing and retirement planning, there’s one certainty everyone must address as part of their planning: there are a lot ... [+] Read More

5 Ways Going Back to Work Affects Your Retirement Income Strategy

April 6, 2016
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 ... [+] Read More

ClearBridge Investments - Q1 2016 Commentary

April 5, 2016
ClearBridge Investment's Hersh Cohen comments on the first quarter of 2016 regarding rallying oil prices and investor caution approaching ... [+] Read More

Is Passive Investing a Flawed Approach?

March 30, 2016
Passive investing – which is also categorized as index investing or simply ‘investing in Exchange Traded Funds (ETFs)’ – has gained ... [+] Read More

Federated Investors - March Madness

March 29, 2016
Federated Investors' Senior Equity Strategist, Linda Duessel comments on the election, market volatility, stabilization in the U.S. ... [+] Read More

How to Keep Your Retirement On Track

March 23, 2016
Starting to save for retirement is an important first step toward achieving your goals. That said, retirement planning can seem ... [+] Read More

Money Manager Benchmarking - 4 Things to Know

March 16, 2016
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 ... [+] Read More

J.P. Morgan's David Kelly on the Current Economic Environment

March 15, 2016
J.P. Morgan's Chief Strategist, David Kelly, addresses the liklihood of a recession in the current, emotionally charged market enviroment. ... [+] Read More

Tax Aversion – Doug’s Quiz Corner

March 9, 2016
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how tax aversion can sometimes lead investors to make ... [+] Read More

Republican or Democrat: Which Political Party is Better for the Economy?

March 9, 2016
The recent market volatility has shifted focus away from the upcoming presidential election (a little), but there’s still not a day that ... [+] Read More

Polen Capital Management - Outperforming the Indices

March 2, 2016
Polen Capital Management's Focus Growth Portfolio was able to outperform the market again in 2015. Read their quarterly commentary to ... [+] Read More

The Best and Worst States to Retire – Retirement Lifestyle Planning

March 1, 2016
  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 ... [+] Read More

The "Diversification" that Few People Talk About

February 24, 2016
The benefits of investment diversification have long been known, heralded, and applied to portfolio management. And that’s not likely to ... [+] Read More

What’s the Cost of a Successful Retirement?

February 17, 2016
Discussions about retirement planning usually begin with a basic question: What’s the cost of a successful retirement? If everyone had the ... [+] Read More

Federated Investors  - Weekly Update

February 16, 2016
Federated Investor's Senior Equity Strategist, Linda Duessel, provides her insight on this year's market volatility in Federated's weekly ... [+] Read More

ETF Tracking Error – Doug’s Quiz Corner

February 10, 2016
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding the factors that may cause the performance of an ETF ... [+] Read More

Buckle Up for Market Volatility this Year

February 10, 2016
Volatility has persisted throughout the start of 2016, to the point where it almost feels relentless. Coping with volatility is rarely easy ... [+] Read More

What's the difference between the Fiduciary Standard and the Suitability Standard?

February 3, 2016
Here’s a fact about financial advisors (NOT Investment Advisors) that may surprise you: they do not necessarily have to act with your best ... [+] Read More

Federated Investors - Q4 Strategic Value Dividend Commentary

January 26, 2016
The Federated Strategic Value Dividend Q4 Commentary reviews the end of 2015 including an assessment of the uncertainty caused by oil ... [+] Read More

Announcing: WrapManager's Q1 2016 Top Equity Money Manager Picks

January 21, 2016
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 ... [+] Read More

Concerned about Market Volatility? Time to Reassess Your Risk Tolerance

January 20, 2016
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 ... [+] Read More

Human Capital and Your Investment Portfolio - Doug's Quiz Corner

January 13, 2016
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding the potential effect of human capital on your investment ... [+] Read More

Lower Your Taxes in 2016: Take Advantage of Tax Deductions and Credits

January 13, 2016
A new year is a fresh slate in many ways, including the way you manage your taxes. There are numerous tax deductions and tax credits ... [+] Read More

ClearBridge Investments - 4th Quarter Review

January 12, 2016
ClearBridge Investments, a Legg Mason company, addresses 2015 market volatility in their 4th quarter market overview and outlook.  [+] Read More

Federated Investors - 2016 Outlook

January 7, 2016
Federated Investor's Senior Equity Strategist, Linda A. Duesse discusses oil prices, earnings, election years, the Santa Claus Rally (SCR) ... [+] Read More

Time to Reassess Your Financial Advisor? 4 Warning Signs to Watch For

January 5, 2016
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 ... [+] Read More

What's Ahead for Investors in 2016?

December 30, 2015
When you think about it, investing is a lot like life: some years are great, some less so, but at the end of the day it’s of utmost ... [+] Read More

Estate Planning 101: Helping You Get Started

December 23, 2015
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 ... [+] Read More

Conjunction Probabilities and Behavioral Finance – Doug’s Quiz Corner

December 16, 2015
Quizmaster, Doug Hutchinson has come up with another great quiz. This month, he demonstrates how cognitive bias can influence our ... [+] Read More

7 Tips to Reduce Taxable Income Through Charitable Giving

December 16, 2015
Charitable giving reached an all-time high in 2014,1 with Americans giving $358.38 billion to charities, according to National ... [+] Read More

Eagle Asset Management Market Perspective - Patience

December 15, 2015
Eagle Asset Management's Richard Skeppstrom urges patience in this month's Market Perspective. "When things don’t seem normal, we’re prone ... [+] Read More

Potential Tax Benefits of Switching to a Separately Managed Account

December 8, 2015
Previously, we discussed ways to reduce your taxable income by maximizing your contributions to tax-deferred accounts like 401(k)s and SEP ... [+] Read More

New eBook! Guide to Researching Money Managers

December 2, 2015
Money managers and the underlying investments can act as the fuel for your investment plan, propelling you toward your retirement goals and ... [+] Read More

Did You Know? Interesting Facts about the Federal Reserve

December 1, 2015
For all the media coverage garnered by the Federal Reserve (Fed) and the potential for interest rate hikes, you rarely encounter basic ... [+] Read More

Reduce Taxable Income: Maximize Contributions to Tax-Deferred Accounts

November 25, 2015
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 ... [+] Read More

Eagle Asset Management - Volatility Examined

November 23, 2015
Richard Skeppstrom, of Eagle Asset Management's Strategic Return Portfolio, analyzes recent market volatility in Eagle's November Market ... [+] Read More

Social Security Changes: How the Budget Agreement Affects Retirement Plans

November 18, 2015
Investor concerns about another government shutdown were eased in late October, when Congressional leaders passed a bipartisan agreement ... [+] Read More

Leveraged ETFs - Doug's Quiz Corner

November 18, 2015
Quizmaster Doug Hutchinson has come up with another great quiz that explores the compounding effect of leveraged ETFs. Let’s see what the ... [+] Read More

A Different Way of Looking at Market Volatility

November 11, 2015
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 ... [+] Read More

ClearBridge Advisors - Market Risk and Opportunity

November 10, 2015
 ClearBridge Investments, a Legg Mason company, provides their Q3 commentary with discussion of the challenges and opportunities that exist ... [+] Read More

Cambiar Investors International ADR

November 9, 2015
While market concerns had investors scrambling for the exists, Cambiar Investors took advantage of the market weakness in Q3 to deploy ... [+] Read More

Emerging Markets and Commodities: Have They Reached a Bottom?

November 4, 2015
2015 has been a challenging year so far for many asset classes, but Emerging Markets and Commodities are two categories in particular that ... [+] Read More

Federated Investors - International Market Commentary

November 3, 2015
Federated Investor's Q3 international strategic value dividend account commentary reivews the affect of August volatility and the ability ... [+] Read More

Announcing: WrapManager's Q4 2015 Top Equity Money Manager Picks

October 28, 2015
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 ... [+] Read More

Eagle Asset Management - Interest Rates and Equity Markets

October 27, 2015
Eagle Asset Management's Richard Skeppstrom reviews the Fed's interest rate decision and discusses current equity markets in this month's ... [+] Read More

Small- and Large-Scale Retirement Lifestyle Planning Considerations

October 21, 2015
For many people approaching retirement age, there may be trepidation about how to properly plan for your retirement lifestyle. ... [+] Read More

How Do U.S. Presidential Elections Affect the Stock Market?

October 14, 2015
National politics are set to take center stage of media coverage, gripping the minds and TV sets of many American households.  With ... [+] Read More

Harvesting Losses - Doug's Quiz Corner

October 13, 2015
Quizmaster Doug Hutchinson has come up with another great quiz that explores the effect of harvesting losses. Let’s see what the math has ... [+] Read More

Earnings Tumbled - Should You Worry About Your Investment Portfolio?

October 7, 2015
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 ... [+] Read More

Cash Vs. Mortgage in Your Retirement Lifestyle Planning

October 6, 2015
Many people approaching retirement consider where they will live during their retirement years. Relocating to a more affordable or ... [+] Read More

Eagle Asset Management - Market Volatility Perspective

September 30, 2015
Eagle Asset Management's Richard Skeppstrom says we're in no danger of a recession and asks investors not to panic. Continuing market ... [+] Read More

Your Retirement Planning Strategy: The Key Players

September 29, 2015
When it comes to a retirement planning strategy, no person is an island. The decisions you make regarding your retirement will affect other ... [+] Read More

Managing Market Risk with Long-Term Investing

September 23, 2015
After recent financial ups and downs, managing market risk is on investors’ minds. Volatility in the markets can make people nervous, but ... [+] Read More

How Rising Interest Rates Affect Stocks and Bonds

September 16, 2015
Recent stock market volatility has given way to renewed curiosity over when the Federal Reserve (Fed) will start to raise interest rates in ... [+] Read More

Advisor Fees and Mutual Fund Expenses - Doug's Quiz Corner

September 16, 2015
Quizmaster Doug Hutchinson has come up with another great quiz that explores advisor fees and mutual fund expenses to consider when ... [+] Read More

We Go the Extra (3,000) Mile!

September 9, 2015
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 ... [+] Read More

How the Affordable Care Act May Affect Doctors' Retirement Plans

September 8, 2015
No matter what your political views on the Affordable Care Act, it is at least agreeable that the new law is changing the nature and ... [+] Read More

ClearBridge Investments Commentary - Large Cap Growth Portfolios

September 2, 2015
ClearBridge Investment's Peter Bourbeau and Margaret Vitrano provide their perspective on the second quarter discussing their large cap ... [+] Read More

Thinking of Changing Your Portfolio Strategy? Read this First

September 1, 2015
The last few years have been fairly “steady as she goes” for the U.S. stock market—the bull market had gone over 1,400 calendar days ... [+] Read More

Cambiar Investors Commentary - China, Greece, and Interest Rates

August 27, 2015
Cambiar Investor's Q2 2015 market commentary discusses China, interest rates, and what it all means so far this year.  "The Waiting Game ... [+] Read More

Medicare Changes and Your Retirement Plan

August 26, 2015
Back in 2013, we wrote about the differences between Medicare Parts A and B, as well as supplementary coverage options to help readers with ... [+] Read More

Brookmont Capital Dividend Equity Strategy Commentary

August 25, 2015
Brookmont Capital's Dividend Equity Strategy provides their Second Quarter report covering perspective on foreign markets, more assumptions ... [+] Read More

What to do about Creeping Market Volatility

August 20, 2015
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 ... [+] Read More

Eagle's Skeppstrom on Greece and China's Woes

August 19, 2015
Eagle Asset Management's Richard Skeppstrom provides his colorful perspective on the recent market events including Greece, China and his ... [+] Read More

Granite Investment Partners - Interest Rates, Market Volatility

August 13, 2015
Granite Investment Partners provides their reflections on the second quarter. Topics discussed are mixed economic data, weaker GDP growth ... [+] Read More

Will China's Market Volatility Affect Your Investment Portfolio?

August 12, 2015
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 ... [+] Read More

How to Reduce Your Exposure to Cybersecurity Threats

August 11, 2015
At WrapManager, we take your data security very seriously. With all the media coverage of data breaches in the media today, we wanted to ... [+] Read More

5 Ways to Reduce Estate Taxes

August 6, 2015
Estate taxes are a hot-topic amongst both political parties and often big news when they are brought to the forefront of campaigns. While ... [+] Read More

Clearbridge Investments - Multi Cap Growth Q2

August 4, 2015
Clearbridge's Richard Freeman and Evan Bauman, provide their perspective on the second quarter discussing views on market volatility, focus ... [+] Read More

Boomerang Kids and Your Retirement Plan

July 30, 2015
More and more adult children are living with their parents and grandparents, according to a Pew Research study. The 2013 study shows that ... [+] Read More

Federated - Strategic Value Dividend Q2 Commentary

July 29, 2015
Federated has released their second quarter, managed account commentary for their Strategic Value Dividend portfolio.  "Market Overview The ... [+] Read More

Geneva Advisors - Market Volatility

July 23, 2015
Geneva provides its second quarter market overview for 2015. They discuss geopolitical risks effect on volatility, global economic ... [+] Read More

Top Equity Money Manager Picks - Q3 2015

July 22, 2015
To help investors discover and evaluate money manager strategies, WrapManager’s Investment Policy Committee highlights certain strategies ... [+] Read More

Gradual Retirement Planning

July 15, 2015
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 ... [+] Read More

Eagle Asset Management - Interest Rates and Your Retirement Plan

July 9, 2015
Eagle Asset Management's Richard Skeppstrom provides his market perspective for July. "Prudence is restraining growth? Second-quarter ... [+] Read More

Mutual Fund Taxation: How to Deal with a 7-Year Bull Market

July 8, 2015
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 ... [+] Read More

3 Reasons for International Diversification in Your Portfolio

June 29, 2015
Another day, another headline about a potential Greek exit from the eurozone. The “negotiations” between European leaders and Greece over ... [+] Read More

Eagle Asset Management's Perspective on Rate Increases

June 25, 2015
Eagle Asset Management's Richard Skeppstrom discusses the Fed's approach to debt and credit in this month's Market Perspective. "Betwixt ... [+] Read More

Federated Investors - Strategic Value Dividend Commentary

June 24, 2015
Federated Investors discusses consumer spending and speculates on the potential "snapback" in the coming quarter. "Market Overview The ... [+] Read More

The Impact of Rising Interest Rates on Your Portfolio

June 17, 2015
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 ... [+] Read More

Pre-tax or After-tax Retirement Investment? - Doug's Quiz Corner

June 17, 2015
Quizmaster Doug Hutchinson has come up with another great quiz that explores pre-tax and after-tax options for retirement investing. Let’s ... [+] Read More

Cambiar Investors Commentary - Q1 2015

June 11, 2015
In Cambiar Investors' First Quarter Market Commentary, they discuss a wide array of world events effecting their positions. “The first part ... [+] Read More

Eagle Asset Management May 2015 Market Perspective

June 10, 2015
Eagle Asset Management portfolio manager, Richard Skeppstrom, provides his May market perspective. "A Catch-22: The powerful earnings ... [+] Read More

ClearBridge Investments - Market Review Q1 2015

June 3, 2015
Legg-Mason ClearBridge's Senior Portfolio Manager, John Goode, provides his first quarter market review. "Tales from the Past and the ... [+] Read More

JP Morgan - Q1 2015 Earnings Recap

June 2, 2015
JP Morgan's First Quarter Market Bulletin for 2015 provides a recap of the earnings season.  "In Brief • We estimate that first quarter ... [+] Read More

Geneva Advisors - Q1 2015 Market Perspective

May 27, 2015
Geneva Advisors provides their First Quarter Perspectives on the market. "The relative strength of the U.S. dollar has been an important ... [+] Read More

Brookmont - Reducing Exposure to Mid-Cap Stocks

May 20, 2015
Brookmont has made the decision to reduce mid-cap stock exposure for their Dividend Equity Strategy. "Dating back to March 2009, the ... [+] Read More

Tax Season's Over. Time to Focus on Estate Planning

May 13, 2015
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 ... [+] Read More

Adding an Asset to Your Portfolio - Doug's Quiz Corner

May 13, 2015
  Quizmaster, Doug Hutchinson, has come up with a great quiz that illustrates how adding an asset with higher volatility can actually lower ... [+] Read More

Will International Outperform US Stocks in 2015? - Cambiar Investors

May 6, 2015
Cambiar's commentary highlights a cautious view on energy and reviews the strategy's international approach following Japan's surge in Q1.  [+] Read More

Federated Investors - Q1 2015 Managed Account Commentary

April 29, 2015
In their Q1 2015 International Strategic Value Dividend ADR Commentary, dividend money manger, Federated Investors, discusses their ... [+] Read More

Slow but Steady - Eagle Asset Management Whitepaper

April 22, 2015
Our focus isn’t on emphasizing just whether a company is good or bad but how people are reacting to it. How the sentiment changes. ... [+] Read More

Eagle Asset Management Market Perspective

April 15, 2015
"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 ... [+] Read More

Volatility and Wealth Accumulation - Doug's Quiz Corner

April 15, 2015
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how volatility can affect wealth accumulation. Let’s see ... [+] Read More

WrapManager’s Top Money Manager Picks 2015 Q2

April 9, 2015
Here are four money manager strategies to consider for your portfolio selected by our Investment Policy Committee, updated for the second ... [+] Read More

Don't Be Fooled: How to Avoid Financial Scams

April 1, 2015
With April Fool’s Day upon us, you might find that your toilet paper has been replaced by duct tape, a mysterious For Sale sign has ... [+] Read More

How Rising Interest Rates May Affect Your Investments

March 26, 2015
After years of cash yields of nearly zero across North America and Europe,1 the Federal Reserve has indicated that it is finally moving ... [+] Read More

How Emotions Affect Your Decisions - Doug's Quiz Corner

March 11, 2015
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how our emotions can influence our decisions. Let’s see ... [+] Read More

5 Ways to Reduce Your Taxable Income in 2015

March 11, 2015
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 ... [+] Read More

Dividend Growth As Part of Your Tax Planning Strategy

February 25, 2015
Income-yielding investments can be an integral part of your retirement lifestyle planning. Incorporating dividend growth investments into ... [+] Read More

Make Giving Part of Your Tax Planning Strategy

February 18, 2015
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 ... [+] Read More

Buy-and-Hold Versus Rebalance - Doug's Quiz Corner

February 11, 2015
Quizmaster, Doug Hutchinson has come up with another great quiz that compares buy-and-hold versus account rebalancing. Let’s see what the ... [+] Read More

Researching Money Managers

January 28, 2015
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 ... [+] Read More

4 Easy Steps to Planning Your Retirement Income

January 21, 2015
Transitioning from the working world into retirement brings a wealth of exciting new opportunities – having more time to spend with your ... [+] Read More

What Falling Oil Prices Mean for Your Portfolio Strategy

January 14, 2015
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 ... [+] Read More

Cash Drag - Doug's Quiz Corner

January 14, 2015
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding the cash we keep in our portfolios and its effect on ... [+] Read More

International Volatility in Q3 - WHV Commentary

January 7, 2015
While the US equity market performance was generally positive in the 3rd quarter, international equity markets were hampered by lackluster ... [+] Read More

Boosting Your Retirement Income in the New Year

December 31, 2014
Many people think of Social Security as a steady, if meager, contributor to their retirement income—no flexibility, but at least it shows ... [+] Read More

Welcoming a New Family Member: Retirement Lifestyle Planning

December 24, 2014
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 ... [+] Read More

Does it Still Make Sense to Diversify Your Portfolio?

December 16, 2014
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 ... [+] Read More

The Psychology of Gains and Losses - Doug's Quiz Corner

December 16, 2014
We are fortunate to have a brilliant CFA here at WrapManager, Doug Hutchinson. At our weekly staff meetings, he has been testing our ... [+] Read More

Give the Gift of Financial Peace of Mind

December 10, 2014
The holiday season gives families the chance to get together for quality time and festivities, but it also presents you with an important ... [+] Read More

Estate Planning Alert - Is the Stretch IRA Going Away?

November 19, 2014
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, ... [+] Read More

ISIS, Ebola, Vladimir Putin! Time to Change Your Portfolio Strategy?

November 13, 2014
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 ... [+] Read More

It's Time to Review Your Fixed Income Portfolio

November 13, 2014
Many investments view their fixed-income portfolio as a "safe haven" of sorts. Though each investor's goals are unique, fixed-income ... [+] Read More

Bill Gross’ PIMCO Departure – 4 Strategic Wealth Management Lessons

November 12, 2014
With much fanfare and a great deal of press, legendary bond investor Bill Gross shockingly announced his resignation from PIMCO on ... [+] Read More

Learning About ETF Fees - Doug’s Quiz Corner

November 11, 2014
We are fortunate to have a brilliant CFA here at WrapManager, Doug Hutchinson. At our weekly staff meetings, he has been testing our ... [+] Read More

Investor Tips for Quiet or Volatile Markets - Brookmont Capital

November 11, 2014
Dividend money manager Brookmont Capital’s third quarter commentary provides a few tips that they recommend to their clients during quiet ... [+] Read More

New eBook! Finding a Better Financial Advisor

November 6, 2014
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? ... [+] Read More

How to Fix 6 Common Retirement Mistakes

November 4, 2014
Mistakes in your retirement plan can have a big impact on your future retirement income. The good news is that there are relatively simple ... [+] Read More

WrapManager's Top Money Manager Picks 2014 - Q4 Update

October 30, 2014
Here are WrapManager's Top Equity Money Manager Picks for the final quarter in 2014. Selected by our Investment Policy Committee, the ... [+] Read More

Rising Interest Rates – Time to Adjust Your Portfolio?

October 28, 2014
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 ... [+] Read More

3 Early Tips for Year-End Investment Planning

October 23, 2014
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 ... [+] Read More

Making Your Retirement Income Last Longer

October 22, 2014
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, ... [+] Read More

Is Your Retirement Portfolio Diversified Enough for this Market?

October 21, 2014
For investors who are heavily invested in the US markets, there may have been some disappointment when they saw their returns during the ... [+] Read More

5-Star Mutual Funds May Not Be Your Best Option – New Study Finds

October 16, 2014
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 ... [+] Read More

Year-End Investment Planning Checklist for 2014

October 15, 2014
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 ... [+] Read More

Getting Through the Next Stock Market Correction

October 14, 2014
Getting through stock market corrections begins before they happen. While it is almost impossible to predict exactly when a market ... [+] Read More

Research Money Managers with the Money Manager Directory

October 9, 2014
WrapManager’s Money Manager Directory helps investors find and request information on money managers and their strategies. This information ... [+] Read More

Updated Guide to the Markets for Q4 - JP Morgan

October 8, 2014
JP Morgan’s quarterly Guide to the Markets provides a wealth of information about the economy, stocks, fixed income and international ... [+] Read More

Ladies, Don’t Make this Social Security Mistake

October 7, 2014
There’s no disputing the fact that women live longer than men, but, according to a Nationwide Financial survey, only 3 percent of women ... [+] Read More

Keep Your Retirement Plan on Track with Quarterly Reviews

October 2, 2014
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 ... [+] Read More

Social Security Strategies for Divorced Spouses

October 1, 2014
Planning for Social Security benefits is complex, and if you’re divorced, you may have wondered how spousal benefits will work for you in ... [+] Read More

Retirees Beware: Popular Investments You May Want to Avoid

September 30, 2014
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 ... [+] Read More

Two Heads are Better: Financial Planning with Your Spouse

September 25, 2014
Much like a successful marriage, the managing of your finances is like a flourishing garden. Proper care and attention can help it grow and ... [+] Read More

Economy Poised for Growth, Equities Higher – Federated Investors

September 24, 2014
Dividend money manager Federated Investors’ commentary discusses why they believe the economy is poised to grow even further this year, ... [+] Read More

Your Checklist to Starting Retirement with Confidence

September 23, 2014
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 ... [+] Read More

Will Rising Interest Rates Hurt Stock Performance?

September 22, 2014
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 ... [+] Read More

Protect Your Identity: Guarding Against Online Scams

September 17, 2014
“Phishing” attacks have been on a steady rise since 2005 and are used to steal sensitive information like Social Security numbers, bank ... [+] Read More

3 Things Your Financial Advisor Isn’t Telling You

September 16, 2014
Your life is busy and full. You have your family and friends, your business, your hobbies and more. These fill up your days, leaving ... [+] Read More

WrapManager's Top Money Manager Picks 2014 - Q3 Update

September 11, 2014
WrapManager's Investment Policy Committee highlights certain money manager strategies each quarter for investors to consider. Download the ... [+] Read More

Retirement Income: Which Accounts to Withdraw from First

September 10, 2014
Often times your fixed sources of income like Social Security and pensions will not fully meet your retirement income needs. This likely ... [+] Read More

How Mid-Term Elections have Affected the Stock Market

September 9, 2014
Midterm elections are just a few months away, prompting many investors to explore the often-asked questions: how do political outcomes ... [+] Read More

4 Top Money Manager Strategies 3rd Quarter

September 4, 2014
Each quarter WrapManager's Investment Policy Committee highlights 4 money manager strategies that have been ranked in the Top 1% of ... [+] Read More

International Money Manager of the Year: Cambiar Investors

September 3, 2014
For 10 years, the publication Investment Advisor has researched and ranked who they consider the best money managers across the country. ... [+] Read More

Popular E-book Helps You Face Retirement Planning with Confidence

August 28, 2014
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 ... [+] Read More

Boost Your Social Security Check with These Strategies

August 27, 2014
Managing retirement income is a highly personalized endeavor. What works well for one person isn't necessarily the best solution for ... [+] Read More

4 Reasons Your Retirement Plan May Need More International Exposure

August 26, 2014
U.S. investors are significantly under-allocated to international stocks, according to JP Morgan Asset Management. They found that even ... [+] Read More

Is the Stock Market Overvalued Right Now?

August 21, 2014
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 ... [+] Read More

Your Comprehensive Guide to the Markets - JP Morgan Presentation

August 20, 2014
We are happy to present JP Morgan’s Third Quarter Guide to the Markets, narrated by their Chief Marketing Strategist Dr. David Kelly, CFA. ... [+] Read More

Social Security in Retirement: How Much Will You Get?

August 20, 2014
Should you count on Social Security benefits as an integral part of your retirement income plan? And how much? These are questions we hear ... [+] Read More

Is the Stock Market Overvalued Right Now?

August 19, 2014
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 ... [+] Read More

Family Limited Partnership: Protect Your Assets and Save Money

August 14, 2014
Creating a Family Limited Partnership (FLP) as part of your estate plan can potentially save your family thousands of dollars in gift and ... [+] Read More

Newfound Research: The Need for Tactical Solutions Across Generations

August 13, 2014
Tactical money manager Newfound Research explains why portfolio drawdowns become more damaging as retirement nears and makes the case that ... [+] Read More

Market Volatility is Around the Corner - Cambiar Investors

August 12, 2014
International money manager Cambiar Investors details the performance of their strategies and the global markets in their latest ... [+] Read More

3 Steps to Take During a Stock Market Correction

August 8, 2014
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 ... [+] Read More

Doctors Have the Hippocratic Oath - What About Financial Advisors?

August 7, 2014
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 ... [+] Read More

Churchill Management Group – Is the Emperor Wearing Clothes?

July 31, 2014
“Cautiously bullish” is how money manager Churchill Management Group describes their tactical portfolios at present. Their latest ... [+] Read More

Should You Invest in Master Limited Partnerships?

July 30, 2014
If you want to add more yield-producing investments to your portfolio, one option for you could be master limited partnerships (MLPs). They ... [+] Read More

Shake-Up at Windhaven Investment Management

July 29, 2014
In 1994, Steve Cucchario founded what would later become Windhaven Investment Management, an investment advisory firm that uses actively ... [+] Read More

Protect Your Nest Egg: 4 Financial Scams to Watch Out For

July 26, 2014
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 ... [+] Read More

Enjoying Retirement: 5 Reasons to Turn Off CNBC

July 24, 2014
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.” ... [+] Read More

Portfolio Strategy: 3 Must-Knows for the 2nd Half of 2014

July 17, 2014
As we enter the second half of the year, there are three main things you should be factoring-in to your portfolio strategy: 1) The ... [+] Read More

Preparing Your Portfolio for the 2nd Half of 2014: 3 Issues to Watch

July 15, 2014
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 ... [+] Read More

Will the Taxman Cometh for Your Social Security Benefits?

July 10, 2014
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, ... [+] Read More

Newfound Risk Managed Small-Cap Sectors: A Tactical Way to Invest

July 9, 2014
“Investors do not exist in a world of ‘100 year averages.’ Instead, they live in a world of 40 year investment horizons, where significant ... [+] Read More

Feel Better About Retirement: A Certified Financial Planner Can Help

July 8, 2014
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 ... [+] Read More

Understanding the Benefits and Risks of Long-Term Care Insurance

July 2, 2014
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 ... [+] Read More

4 Common Portfolio Risks and How to Avoid Them

July 1, 2014
A key to investing well is finding balance between opportunities for growth and the potential risks that come with them. You want to ... [+] Read More

How to Overcome 3 Common Retirement Planning Problems

June 30, 2014
Newfound Research, LLC, a Boston-based money manager specializing in tactical asset and risk management, published some insightful research ... [+] Read More

What Military Strategy and 401K Inservice Withdrawals Have In Common

June 26, 2014
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 ... [+] Read More

How High Income Earners Can Still Contribute to Roth IRAs

June 25, 2014
If you have not contributed to a Roth IRA recently because your income is too high and you’re not sure you’re allowed to, read this ... [+] Read More

Churchill Maximum Growth Strategy: Risk-Driven Investing

June 24, 2014
There are two goals of the Churchill Management Group's Maximum Growth Strategy: achieve superior returns when it sees low-risk ... [+] Read More

Are Target Date Funds Hurting Your Retirement?

June 23, 2014
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 ... [+] Read More

A Retirement Income Strategy to Help Alleviate Your Retirement Worries

June 19, 2014
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 ... [+] Read More

4 Tips for Having “The Talk” - Discussing Estate Plans with Your Family

June 17, 2014
The summer season gives families the chance to get together for quality time and fun, but it also presents you with an important ... [+] Read More

Boosting Portfolio Income: Newfound Research Risk Managed Income

June 17, 2014
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 ... [+] Read More

Looking for Corporate Trustee Services? Consider Advisory Trust

June 16, 2014
High net worth investors who open a trust account have two choices when it comes to choosing a trustee, generally speaking: assign a ... [+] Read More

Inheriting an IRA: What are Your Options?

June 13, 2014
If you are the beneficiary of a Traditional, Simple, or SEP IRA and have just inherited the assets, you have a few reasonably simple ... [+] Read More

Estate Planning Strategies for IRAs: The “Per Stirpes” Designation

June 12, 2014
The “per stirpes” IRA beneficiary designation is a useful tool for ensuring your assets are distributed equally amongst your lineal ... [+] Read More

Are Your Social Security Retirement Benefits Taxable?

June 12, 2014
If you generate retirement income from non-Social Security sources, like an investment portfolio or rental properties, your Social Security ... [+] Read More

6 Tips for Creating a Successful Retirement Plan

June 10, 2014
Let’s start with the most important one: spend plenty of time vetting financial advisors before you hire one. Take time and do your ... [+] Read More

6 Advantages to Hiring a Corporate Trustee

June 5, 2014
Many estate and trust professionals recommend hiring a corporate trustee to carry out the terms of your trust.1 This approach makes good ... [+] Read More

Sell Stocks in May (or this Summer) and Go Away? Not So Fast

June 4, 2014
Does the old Wall St. adage of “sell in May and go away” really work? We will cover that in a moment, but first we think it is more ... [+] Read More

Certified Financial Planners: 7 Qualities that Set Them Apart

June 2, 2014
When you’re thinking about hiring a financial advisor, here’s one tip to keep in mind: consider hiring a Certified Financial Planner ... [+] Read More

Want a Globally Diversified Portfolio? Consider Cambiar Investors

May 29, 2014
For many investors, a globally diversified portfolio makes sense as part of their investment plan. Within this field, international money ... [+] Read More

When Setting Up a Trust Account, Your Location Matters: 3 Reasons Why

May 28, 2014
There are many factors to consider when setting up a trust account – who to choose as your trustee, how to invest the assets, what ... [+] Read More

2 Steps to Help You Fight the Effects of Inflation on Your Retirement

May 23, 2014
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 ... [+] Read More

Good Harbor Tactical Core US – A Focus on Downside Protection

May 21, 2014
Chairman, Chief Investment Officer, and Co-Founder of Good Harbor, Neil Peplinski, aptly describes the Good Harbor Tactical Core US ... [+] Read More

Outlook on Emerging Markets Investing - Lazard Asset Management

May 19, 2014
Emerging Markets money manager Lazard Asset Management believes emerging market equities are nearing a bottom and valuations represent ... [+] Read More

Choosing a Trustee for Your Estate Plan: 7 Questions to Ask

May 19, 2014
Choosing a trustee is one of the most important decisions you’ll make if your estate plan includes one or more trusts. After you've ... [+] Read More

Two Money Manager Strategies for the Current Market Environment

May 16, 2014
The stock market overcame some volatility early in the year but continued to trend higher. As the market has reached new all-time ... [+] Read More

Two Portfolio Strategies for the Current Market Environment

May 15, 2014
The stock market overcame some volatility early in the year but continued to trend higher. As the market has reached new all-time ... [+] Read More

WrapManager Adds Newfound Research LLC Investment Strategies to Their Approved List

May 15, 2014
Newfound’s Tactical, Risk-Managed Strategies Available to Help Investors Achieve Investment Goals San Francisco, CA – May 9, 2014. ... [+] Read More

Newfound Risk Managed Global Sectors: Global Investing With an Eye on Risk

May 14, 2014
Tactical money manager strategies have caught the attention of many investors recently, given their ability to participate in rising ... [+] Read More

Cambiar Investors International Equity First Quarter Commentary

May 13, 2014
International money manager Cambiar Investors reviews the past quarter, as well as the performance of their International Equity ADR and ... [+] Read More

2 Important Tax Deductions That May Expire in 2014

May 12, 2014
At the end of last year, 55 tax breaks1 and incentives known as “tax extenders” expired. Several of them were corporate (57%) and related ... [+] Read More

The Stretch IRA: A Wealth Preservation Strategy That’s Easy to Use

May 8, 2014
The Stretch IRA strategy is a method for lengthening the life of your IRA assets, in hopes they span multiple generations. We stress the ... [+] Read More

3 Estate Planning Tips to Help Your Family Avoid Probate Fees

May 7, 2014
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 ... [+] Read More

401(k) Allocation Advice: Which Investments Should You Choose?

May 6, 2014
First and foremost – don’t pay extra for the advice! As part of a comprehensive investment plan, your financial advisor should provide ... [+] Read More

5 Reasons You Might Need to Open a Trust Account

May 6, 2014
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 ... [+] Read More

Mickey Rooney’s Legacy: What We Can Learn About Estate Planning

May 5, 2014
When you start your career in show business at the age of 1 ½, you are bound to be a legacy. That’s what Mickey Rooney did, with an ... [+] Read More

Windhaven Investment Management’s 3 Strategies: Which Is Right For You?

May 1, 2014
In November 2010, Charles Schwab acquired the assets and intellectual property of Winward Investment Management (now operating under the ... [+] Read More

Five Questions to Ask When Setting Up Your IRA Beneficiaries

April 30, 2014
One of the great things about setting up beneficiaries on your retirement and other investment accounts is that you can set them up ... [+] Read More

Retirement Planning: How Do You Plan for Things You Can’t Control?

April 28, 2014
You control many of the decisions leading into retirement: how much to save, what investments to make, how long you choose to work. But ... [+] Read More

Have Extra Retirement Income? 3 Smart Ways to Use It

April 26, 2014
Does your Required Minimum Distribution (RMD) exceed your living expenses this year? Or perhaps your income from rental properties, an ... [+] Read More

Relocating for Retirement? Health Care Costs Could Matter

April 24, 2014
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 ... [+] Read More

Getting Money Back: 4 Investment Expenses That May be Tax Deductible

April 23, 2014
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 ... [+] Read More

Managing Your Retirement Income: What to Do During Down Markets

April 22, 2014
 When mapping out the sources and timing of your retirement income payments, there’s an important risk we want to make investors aware of: ... [+] Read More

Stress Testing Your Investment Portfolio

April 16, 2014
Many banking institutions now undergo annual stress tests to ensure they’re strong enough to survive another global financial crisis. ... [+] Read More

Social Security Retirement Benefits: Your Timing Matters

April 16, 2014
 Are you thinking of retiring soon, but are still unsure about when you should take Social Security retirement benefits? Here’s something ... [+] Read More

A Smarter Way to Structure Your Retirement Goals

April 15, 2014
Financial advisors often ask the questions: what are your retirement goals? What do you dream of accomplishing? These are important ... [+] Read More

Managing Your Retirement: What are Your Retirement Income Sources?

April 14, 2014
JP Morgan research shows that on average, Americans age 65 and over will get two-thirds of their retirement income from Social Security and ... [+] Read More

Geneva All-Cap Growth Strategy: Casting a Wide Net into the Stock Market

April 11, 2014
Investors looking to diversify their portfolio across a broad spectrum of the stock market should consider money manager Geneva Advisors' ... [+] Read More

Transferring Wealth Made Easy: The Transfer on Death Registration

April 8, 2014
The transfer on death (TOD) account registration is a good way to establish beneficiaries on your non-retirement accounts. It ensures your ... [+] Read More

Want Better Portfolio Returns with Less Risk?

April 7, 2014
In today’s investment world, there are dozens of investment products and strategies out there to choose from. It’s understandable that ... [+] Read More

The Bull Market is 5 Years Old: Where Does it Go From Here?

April 3, 2014
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 ... [+] Read More

Make Your Retirement Savings Last: Avoid Increasing Withdrawal Rates

April 2, 2014
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 ... [+] Read More

Specializing in Small Cap Growth: Granite Investment Partners

April 1, 2014
For investors seeking to add a small cap growth component to their diversified portfolio, or for those looking to replace their existing ... [+] Read More

Create Your Retirement Income Strategy with an Investment Plan

March 28, 2014
An investment plan can serve as a tool to help you create a calculated and dynamic retirement income strategy. Calculated because it takes ... [+] Read More

Retirement Planning: What If You Can't Work As Long As You Want To?

March 26, 2014
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 ... [+] Read More

3 Ways to Control Your Expenses in Retirement

March 25, 2014
  The world’s largest asset manager, BlackRock,1 conducted a survey of 17,600 investors around the globe to uncover investor perspectives ... [+] Read More

Deflation and Your Investment Portfolio: Should You Be Concerned?

March 24, 2014
  One of the distinguishing features of the Great Depression was marked deflation from 1930 – 1932, with prices falling precipitously ... [+] Read More

A “Wait and See” Approach Can Hurt Your Retirement

March 22, 2014
The 2008 financial crisis left many investors cautious about investing in stocks, and rightfully so. The thought of experiencing steep ... [+] Read More

4 Dividend Money Manager Strategies to Consider

March 19, 2014
The uncertainty surrounding the current interest rate environment has many investors rethinking their retirement income strategy. Some are ... [+] Read More

Selling Stocks to Generate Retirement Income? 3 Issues to Consider First

March 18, 2014
Many investors choose to sell shares of stocks in their portfolios every month, or perhaps every quarter, to raise the cash they need for ... [+] Read More

What is the Optimal Fixed Income Strategy in Retirement?

March 17, 2014
Many investors need to own fixed income in their portfolios to provide income and reduce volatility. But what percentage of fixed income is ... [+] Read More

Profiling WHV Investment Management’s International Equity Strategy

March 14, 2014
Investors wanting to add an international (non-US) component to their portfolios should look to international money manager WHV ... [+] Read More

Holding Cash Can Protect Your Portfolio, but Can Hurt Your Retirement

March 13, 2014
According to data from BlackRock’s 2013 Investor Pulse Survey, investors of all types in the US hold 48% of their investable assets in ... [+] Read More

Emerging Markets Have Struggled Lately, But is a Turnaround Ahead?

March 13, 2014
The below chart spells it out pretty clearly—the Emerging Markets (in blue) have widely underperformed US stocks as measured by the Dow (in ... [+] Read More

Is the Stock Market “January Barometer” a Cause for Concern in 2014?

March 12, 2014
The market was down 4% in January,1 and that’s left some investors wondering if they should be concerned about the “January Barometer.” ... [+] Read More

4 Top Retirement Regrets and What You Can Do Now

March 10, 2014
  BlackRock recently surveyed 17,600 investors across 12 countries in an effort to gather wisdom about investing and retirement. Here’s ... [+] Read More

Can Your Investment Plan Handle the Market’s Ups and Downs?

March 7, 2014
According to a recent survey conducted by BlackRock, “investors are uncertain about investing their savings, with only 35% confident that ... [+] Read More

Churchill Management Group’s February Market Perspective

March 6, 2014
  In their February commentary, Churchill Management Group explains why they reduced equity exposure in their tactical strategies. ... [+] Read More

Stomaching the Next Stock Market Decline: Here’s How

March 5, 2014
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 ... [+] Read More

Investment Plans Should Factor-In Rising Health Care Costs

March 5, 2014
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 ... [+] Read More

Seeking Income? Federated Strategic Value Dividend

March 4, 2014
Money manager Federated Investors’ Strategic Value Dividend managed account strategy falls into this category, and has some of the ... [+] Read More

Financial Advisor Fees: Are You Paying Too Much?

February 27, 2014
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 ... [+] Read More

Don’t Hire a Financial Advisor Unless They Ask You These 7 Questions

February 26, 2014
In order to build someone a comprehensive investment plan, a financial advisor has to understand some of the intricacies of that person’s ... [+] Read More

What Investment Fees are You Paying? Use an Investment Plan to Find Out

February 25, 2014
Financial Advisors should run a detailed analysis of your current financial situation before creating an investment plan for you. Part of ... [+] Read More

5 Signs Your Financial Advisor Isn’t Doing a Good Job

February 24, 2014
A good financial advisor can help you choose smart investments, map out your income needs in retirement, give you advice on estate ... [+] Read More

3 Ways to Generate Income in Retirement

February 21, 2014
Here are three approaches to generating the desired amount of retirement income. When deciding which option – or combination of options – ... [+] Read More

How (Not) Having a Financial Advisor Can Impact Performance

February 20, 2014
According to a study conducted by benefit consultant Aon Hewitt and advice firm Financial Engines, investors who did not use the help of a ... [+] Read More

Planning Your Family’s Nest Egg: 4 Initial Steps

February 19, 2014
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 ... [+] Read More

Planning for Retirement: Life Expectancy is On the Rise

February 18, 2014
Thanks to advances in medical technology, folks are generally living longer. This is great news. But it also doubles as an action item for ... [+] Read More

What is Your Retirement Income Strategy?

February 14, 2014
When thinking about retirement income planning at a high level, it boils down to two main considerations: what are your retirement income ... [+] Read More

Paying Financial Advisor Fees Should Get You These Four Services in Return

February 12, 2014
It’s important to ensure you are getting appropriate value for the financial advisor fees you pay. Ultimately, money spent on financial ... [+] Read More

Looking for Simpler Investment Fees? Consider a Separately Managed Account

February 11, 2014
In a previous post, we examined various investment products and the potential investment fees associated with each. Many of those ... [+] Read More

How Much Are You Paying in Investment Fees?

February 7, 2014
How much you’re paying in investment fees can depend on what type of investments you own and the services offered by your financial ... [+] Read More

An Investment Plan Can Help Secure Your Family’s Financial Future

February 7, 2014
An investment plan, amongst other things, can help you establish where you stand financially, how you should invest, and how and from where ... [+] Read More

7 Stock Market Predictions for 2014 - Is Your Portfolio Positioned?

February 5, 2014
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 ... [+] Read More

An Investor’s Approach to 2013-2014 Tax Planning

February 4, 2014
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 ... [+] Read More

Estate Planning Checklist: The 6 “To-Do’s” for Getting Started

February 3, 2014
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 ... [+] Read More

Is Your Nest Egg Big Enough to Support Your Family?

January 31, 2014
For investors who are at or near retirement, we believe two fundamental questions should almost always be asked: “do you have enough money ... [+] Read More

Calamos Investments - Year of the Fundamental Investor

January 30, 2014
With their first investment commentary of 2014, money manager Calamos Investments remains cautiously optimistic for the global economy and ... [+] Read More

Is This the Start of a Stock Market Correction?

January 29, 2014
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 ... [+] Read More

What to Do During a Stock Market Correction

January 29, 2014
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 ... [+] Read More

Worried You Might Outlive Your Money? Create an Investment Plan

January 27, 2014
The world’s largest asset manager, Blackrock, conducted an investor survey in 2013, asking 17,600 people in 12 countries how they felt ... [+] Read More

Where Are International Equity Markets Headed? - Cambiar Investors

January 27, 2014
International money manager Cambiar Investors' fourth quarter investment commentary reviews their outlook for the international equity ... [+] Read More

Federated Investors Strategic Value Dividend Commentary Fourth Quarter

January 23, 2014
Dividend money manager Federated Investors is out with their latest investment commentary, which discusses their outlook for the economy ... [+] Read More

Determining Your Retirement Nest Egg’s “Magic Number”? Factor in These 3 Things

January 22, 2014
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 ... [+] Read More

Brookmont Capital Management’s Award-Winning Dividend Equity Strategy

January 17, 2014
For investors seeking income-producing alternatives to fixed income/bond investments, many turn to dividend focused strategies. WrapManager ... [+] Read More

Are Households Positioned to Maintain Their Standard of Living in Retirement?

January 16, 2014
During our working years, the amount of income we earn is ultimately what shapes the spending and lifestyle choices we make. Over time, we ... [+] Read More

Zacks Investment Management and Dividend-Focused Money Managers

January 15, 2014
With uncertainty surrounding the current and future interest rate environment, some investors are seeking potential alternatives to holding ... [+] Read More

ClearBridge Multi-Cap Growth: Investors Seeking a Growth Portfolio

January 14, 2014
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 ... [+] Read More

An Investment Plan Can Help You Monitor Spending in Retirement

January 10, 2014
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 ... [+] Read More

Charles Schwab Recommends ThomasPartners – Is It a Good Investment for You?

January 9, 2014
Many investors are increasingly seeking out alternative income sources such as dividends. Perhaps recognizing this, Charles Schwab ... [+] Read More

New Year’s Resolution: Polish Up Your Investment Plan in Four Steps

January 7, 2014
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 ... [+] Read More

2014 Tax Planning Tables

January 3, 2014
Tax season is gearing up and there are various deadlines depending on your tax situation. The below report lists out important dates ... [+] Read More

Are Investors Really Saving Enough for Retirement?

January 2, 2014
The short answer is no, according to a recent study conducted by the Center for Retirement Research at Boston College. Data in the study ... [+] Read More

Three Tips That May Help Your Money Last Longer in Retirement

January 1, 2014
For retired people or those nearing retirement, there can be less opportunity to “save more” as part of retirement planning. After all, ... [+] Read More

Windhaven Investment Management: Managing Risk in a Down Market

December 27, 2013
Money manager Windhaven Investment Management has ranked consistently in our Monthly Top Ten Most Researched Money Managers for some time. ... [+] Read More

ClearBridge Investments - The Coming Global Rebalancing

December 20, 2013
Money manager ClearBridge Investments' December commentary explains their view that many things remain out of balance in today's economy ... [+] Read More

Five Themes Shaping Investment Strategies in 2014

December 5, 2013
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 ... [+] Read More

Navigating a Sea of Liquidity and Investing in 2014 - JP Morgan

December 4, 2013
Dr. David Kelly, Chief Global Strategist at JP Morgan Funds, examines how the global central bank's expansionary monetary policies could ... [+] Read More

2013 IRA Required Minimum Distribution Guidelines

November 30, 2013
With the year coming to a close, it’s important to make sure you have taken, or are set up to take, your 2013 required minimum ... [+] Read More

Are Annuities a Good Investment: 3 Things to Consider Before Buying an Annuity

November 27, 2013
For investors thinking about purchasing an annuity, there are two things they should do first. One, speak with a financial advisor (other ... [+] Read More

9 Steps to Researching Money Managers

November 19, 2013
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 ... [+] Read More

Planning for Retirement: 3 Steps to Help You Get Started

November 13, 2013
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 ... [+] Read More

3 Advantages of Hiring Money Managers versus Self-Managing

November 11, 2013
Many investors are tempted to manage their own investment accounts. Some have a great deal of interest in the stock and bond markets and ... [+] Read More

Dividend Equity Third Quarter Review and Outlook - Brookmont Capital Management

November 9, 2013
Dividend money manager Brookmont Capital offers a review of their dividend strategy and their near, and long-term, outlook for the ... [+] Read More

Fundamentals of Iron Ore Remain Robust - WHV Investments

November 8, 2013
International money manager WHV Investment Management believes the fundamentals of iron ore remain robust, and their latest report explains ... [+] Read More

Tips for a Successful 401(k) Rollover

November 6, 2013
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 ... [+] Read More

Year-End Investment Planning Checklist for 2013

November 6, 2013
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 ... [+] Read More

Is the Market Heading Toward Another Bubble? - Churchill Management

November 6, 2013
Churchill Management Group's November commentary looks back at past market bubbles and compares them to the current market environment. ... [+] Read More

Social Security and Restricted Application for Spousal Benefits

November 2, 2013
In our previous post titled “Maximize Social Security with the File and Suspend Strategy,” we showed you a strategy that married couples ... [+] Read More

Potential Impact of a Government Shutdown on Your Portfolio Strategy

November 2, 2013
Many investors are wondering how a government shutdown could affect the stock market and their portfolio strategy. History suggests that ... [+] Read More

Third Quarter International Equity Market Outlook - Cambiar Investors

October 31, 2013
International equity money manager Cambiar Investors' latest investment commentary discusses their outlook for the international equity ... [+] Read More

'Wait and See' Issues Holding Back Global Growth - Calamos Investments

October 14, 2013
Money manager Calamos Investments' latest investment commentary focuses on their cautiously optimistic global outlook and why they believe ... [+] Read More

3 Benefits to Consolidating Your Investment Accounts

October 8, 2013
There are several benefits to consolidating your investment accounts in one place. For some investors, however, this may not be possible ... [+] Read More

Assessing How a News Story Might Impact Your Portfolio

October 6, 2013
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 ... [+] Read More

Talking With Your Financial Advisor About a Fixed Income Strategy

October 6, 2013
 If you’ve been tracking your fixed income performance this year, you’re probably wondering what’s going on. Depending on your goals, a ... [+] Read More

"Here We Go Again" - Will the Debt Ceiling Debate Affect Your Portfolio?

September 30, 2013
On August 26, Treasury Secretary Jack Lew sent a letter to Congress warning them that the U.S. will likely reach the debt ceiling by ... [+] Read More

What Are the Differences Between Medigap and Medicare Advantage?

September 27, 2013
What is Medigap? Medigap is private insurance you can purchase to help cover some or most of your out-of-pocket expenses associated with ... [+] Read More

Maximize Social Security with “File and Suspend” Strategy

September 26, 2013
The “file and suspend” strategy can potentially boost your household income immediately, while also allowing for future increases to your ... [+] Read More

What’s the Difference Between Traditional Medicare and Medicare Parts C and D?

September 23, 2013
In our previous post on Medicare Parts A and B, we outlined some of the basic features of Traditional Medicare, which provides hospital and ... [+] Read More

Brookmont Capital Named as the Top US Large-Cap Value Manager

September 20, 2013
"Brookmont Capital Management has been recognized by several reporting agencies as the top US Large-Cap Value Manager for its five-year ... [+] Read More

Investing in Emerging Markets - What to Do - Cambiar Investors

September 19, 2013
Cambiar Investors comprehensive report on the Emerging Markets investing climate asks what should investors do with their emerging markets ... [+] Read More

How Does Traditional Medicare Factor Into Your Healthcare Coverage in Retirement?

September 18, 2013
Traditional Medicare is another name for Medicare Parts A and B. Most people are automatically enrolled in Parts A and B and receive their ... [+] Read More

Understanding Your Options for Healthcare Coverage in Retirement

September 17, 2013
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 ... [+] Read More

Same-Sex Marriage Treasury and IRS Guidance - JP Morgan

September 12, 2013
JP Morgan's recent report discusses how recent legislative changes can affect the taxes and retirement plans for same-sex married couples. [+] Read More

10-Year US Treasury Yield Crosses 3% for First Time Since July 2011: Time for Portfolio Changes?

September 10, 2013
 WrapManager’s Weekly Summary of Market and Economic News The Bellwether US 10-Year Treasury Hit 3% on Thursday Interest rates continue to ... [+] Read More

Coming Upon Final Act of Interest-Rate Saga - Eagle Asset Management

September 10, 2013
Eagle Asset Management's monthly commentary focuses on their predictions as to where interest rates will be and the affects it will have on ... [+] Read More

Did the S&P 500 Reach All-Time Highs? Is There a Cause for Concern?

September 5, 2013
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 ... [+] Read More

Are There Tax Incentives Associated with Long-Term Care Insurance?

September 5, 2013
  When developing a comprehensive financial plan, there are numerous factors to consider, such as when to start taking social security ... [+] Read More

Navellier & Associates - "War Fever" Spooks Nervous Investors

September 4, 2013
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 ... [+] Read More

Churchill Management Group - "Sell on the Rumor, Buy on the News"

September 3, 2013
Churchill Management Group believes the odds of a stock market correction, defined by them as 10-20%, have increased. Their latest ... [+] Read More

Is the Chinese Economy Stabilizing?

September 1, 2013
  WrapManager’s Weekly Summary of Market and Economic News   According to recent data released by the National Bureau of Statistics, the ... [+] Read More

The Dangers of Short-Term Market Timing Strategies

August 31, 2013
As we established in our recent posts “Assessing the Probability of a Stock Market Correction” and “Are There Strategies to Handle Stock ... [+] Read More

Social Security Spousal Benefits: The Basics

August 30, 2013
In our previous post on Social Security retirement benefits, we looked at a few factors that might determine when someone should start ... [+] Read More

Lazard Asset Management - Time to Invest in Developing Markets?

August 25, 2013
Lazard's Developing Markets equity team explains why they are excited about their growth-at-a-reasonable-price philosophy in developing ... [+] Read More

Are There Strategies to Handle Stock Market Corrections?

August 24, 2013
In our recent piece “Assessing the Probability of a Stock Market Correction,” we explained the nature of corrections and examined the ... [+] Read More

Roundtable with Eagle Asset Management's Senior Portfolio Managers

August 23, 2013
Eagle Asset Management's Senior Portfolio managers sit down and discuss their outlook on what they consider the main issues in the world ... [+] Read More

Assessing the Probability of a Stock Market Correction

August 21, 2013
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 ... [+] Read More

Eurozone Exits Longest Recession in 40 Years

August 18, 2013
WrapManager’s Weekly Summary of Market and Economic News  Eurozone Exits Longest Recession in Over 40 Years> Initial reports have the ... [+] Read More

2 Important Steps to Diversifying Your Portfolio

August 16, 2013
Investopedia defines diversification1 as “a risk management technique that mixes a wide variety of investments within a portfolio,” which ... [+] Read More

Domestic vs International Stocks in Portfolio Diversification Strategy

August 13, 2013
US stocks have been outperforming international stocks for nearly all of the current bull market. From March 9, 2009 – August 5, 2013, the ... [+] Read More

Is the Eurozone Recession Ending? - The Wrap

August 13, 2013
  WrapManager’s Weekly Summary of Market and Economic News   Eurozone Recession Showing Signs of Ending   In a sign the eurozone recession ... [+] Read More

4 Reasons Rising Interest Rates Aren’t Necessarily a Bad Thing

August 13, 2013
In our recent post on interest rates, we reviewed Federal Reserve policy and explained how future Fed actions may cause interest rates to ... [+] Read More

Louis Navellier - Positive GDP Report Trumps "Mixed" Jobs Report

August 9, 2013
Will the Fed continue the quantitative easing program, and who will replace Ben Bernanke? Louis Navellier answers these questions and more. [+] Read More

Cambiar Investors - International Market Commentary Second Quarter 2013

August 9, 2013
Cambiar Investors' latest commentary reviews the international and emerging markets, along with the performance of their two international ... [+] Read More

Nuveen Asset Management - Equities Grind Higher

August 8, 2013
Should you overweight or underweight your portfolio to equities? Nuveen's Chief Equity Strategist Bob Doll answers with his thoughts. [+] Read More

Eagle Asset Management - Will Fed Accommodation Ebb?

August 8, 2013
Portfolio Manager Richard Skeppstrom explains why he's continuing to hold his ~60% allocation to equities moving forward. "June jobs, ... [+] Read More

The Wrap - Week of August 2nd

August 2, 2013
  WrapManager’s Weekly Summary of Top Economic and Market News   United States   The Bureau of Economic Analysis released initial second ... [+] Read More

Louis Navellier - Market Moves Sideways on Mixed Corporate Earnings

July 30, 2013
Navellier gives his thoughts on recent corporate earnings and the possible emergence of Europe out of its long recession. [+] Read More

Rising Interest Rates? How We Got Here

July 29, 2013
In response to the 2008-2009 financial crisis and global recession, the Federal Reserve (Fed) and other central banks across the world ... [+] Read More

When Should I Start Taking Social Security?

July 29, 2013
Knowing when to take Social Security is dependent on a number of variables, all of which are unique to you and your financial plan. ... [+] Read More

Nuveen Asset Management - Conflicting Crosscurrents Move Equities Sideways

July 29, 2013
Bob Doll expects choppiness in the equity market over the short term for several reasons. [+] Read More

The Wrap - Week of July 26th

July 26, 2013
  WrapManager’s Weekly Summary of Top Economic and Market News   United States   US Bankruptcy Judge Steven Roberts ruled Wednesday that ... [+] Read More

Navellier & Associates - Slower Growth Means Fed Keeps the Money Flowing

July 24, 2013
Louis Navellier believes Bernanke will continue its quantitative easing program in the face of slower economic growth. [+] Read More

Nuveen Asset Management - Earnings Acceleration Likely Needed for Upturn in Stocks

July 23, 2013
Chief Equity Strategist Bob Doll reviews his weekly top themes and the big picture for the U.S. stock market. [+] Read More

Navellier - "Bernanke Bounce" Lifted Market to New Highs

July 17, 2013
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, ... [+] Read More

Federated Investors - Second Quarter Dividend Commentary

July 17, 2013
Federated Investors reviews the economy and their Strategic Value Dividend strategy during the second quarter of 2013. [+] Read More

Nuveen Asset Management - Mid-Year Outlook 2013

July 16, 2013
Chief Equity Strategist at Nuveen, Bob Doll, offers his mid-year outlook for the economy and stock market. [+] Read More

Calamos Investments - Recovery Trumps Taper Talk

July 16, 2013
Where does Calamos Investments believe the market and economy are going? What are the longer term implications of the Federal Reserve's ... [+] Read More

JP Morgan's Guide to the Markets - Third Quarter 2013

July 12, 2013
Dr. David Kelly, Chief Market Strategist for JP Morgan Asset Management, has released his latest Guide to the Markets, updated as of June ... [+] Read More

Roosevelt Investments - Second Quarter Review

July 12, 2013
Roosevelt Investments' All Cap Core Equity Team reviews the second quarter and gives their outlook for the rest of the year. "Equity ... [+] Read More

Eagle Asset Management - China Wobbles

July 11, 2013
Eagle Assetment Management's July Commentary turns to China and the volatility in its credit markets. [+] Read More

Preparing Your Portfolio for Rising Interest Rates

July 10, 2013
Interest rates are still at historically low levels, but recent statements about quantitative easing from Federal Reserve Chairman Ben ... [+] Read More

Nuveen Asset Management - Mid Year Ten Predictions Assessment

July 10, 2013
Chief Equity Strategist at Nuveen, Bob Doll, gives an update to his 10 predictions for 2013. [+] Read More

Navellier - Stocks Rise on Positive Job Gains Despite New Global Crises

July 10, 2013
Louis Navellier reviews the good jobs news in the US while looking to the Middle East and Southern Europe as sources of volatility. [+] Read More

Navellier & Associates - Great Rotation from Bonds to Stocks

July 3, 2013
Money manager Louis Navellier gives his thoughts on Bernanke's latest statements regarding quantitative easing and the subsequent reactions ... [+] Read More

Churchill Management Group - Worried About the Big Picture

July 2, 2013
Churchill Management Group's June investment commentary draws parallels between the strategies used by central bankers and the government ... [+] Read More

Nuveen Asset Management - The Fed Unintentionally Lays an Egg

June 25, 2013
Nuveen Asset Management's weekly investment commentary reviews the latest talk of winding down the current quantitative easing program by ... [+] Read More

Navellier & Associates - Bernanke Drops a Bomb - Then Tries to Control the Damage?

June 25, 2013
Louis Navellier tries to explain Federal Reserve Chairman Bernanke's remarks last week and what it means moving forward. [+] Read More

JP Morgan - A Timetable for Ending Quantitative Easing

June 23, 2013
JP Morgan Asset Management's Chief Global Strategist, Dr. David Kelly, provides a simple recap and explanation of Ben Bernanke's recent ... [+] Read More

Nuveen Asset Management - Sloppy Markets Continue

June 18, 2013
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 ... [+] Read More

Navellier & Associates - Falling Dollar Good for Stocks?

June 17, 2013
Louis Navellier discusses why he believes that a falling dollar is usually good for stocks. "The S&P 500 fell 1% last week, but many ... [+] Read More

Roosevelt Investments - Fed Considering Exit Strategies

June 14, 2013
Roosevelt Investments' All Cap Core Equity Team discusses the possible "taper" in quantitative easing by the Federal Reserve. [+] Read More

Eagle Asset Management - How the Eurozone Became the Mess It Is

June 13, 2013
Eagle Asset Management's June Market Perspective focuses on the Eurozone and the influence of the German economy, calling it "no different ... [+] Read More

Nuveen Asset Management - Conflicting Crosscurrents

June 12, 2013
Bob Doll, Chief Equity Strategist at Nuveen Asset Management, takes a look at what effects a monetary exit by the Federal Reserve could ... [+] Read More

Navellier & Associates - Jobs and the Economy Reflect Modest Growth

June 11, 2013
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. ... [+] Read More

Life Transitions: What To Do As a Surviving Spouse - WrapManager

June 9, 2013
There is much to attend to when a loved one passes. Addressing financial matters are often, and understandably, put on hold. Tending to ... [+] Read More

Nuveen Asset Management - Equities Hit Pause

June 6, 2013
This week's commentary from Nuveen Asset Management addresses the recent increases in Treasury yields. [+] Read More

Navellier & Associates - Japan Likely Can’t Kill this Bull Market

June 5, 2013
Louis Navellier comments on the "wall of worry" that investors have recently learned to shrug off.  [+] Read More

Nuveen Asset Management - Timing Is Everything

May 31, 2013
Bob Doll, Chief Equity Strategist, focuses this week's commentary on the Federal Reserve and the timing of its actions. [+] Read More

Navellier & Associates - Watch What Central Bankers Do, Not Just What They Say

May 29, 2013
Louis Navellier opines this week about how political distractions can be good for stocks and looks at the actions of central bankers. The ... [+] Read More

JP Morgan - A Whiff of Confidence

May 23, 2013
Dr. David Kelly, Chief Global Strategist at JP Morgan, examines the improving consumer confidence in the United States and the recent ... [+] Read More

Nuveen Asset Management - Yawn As Equities Advance Another 2%

May 21, 2013
Nuveen Asset Management's Bob Doll writes about the things that keep investors up at night, including unprecedented monetary reflation and ... [+] Read More

Navellier & Associates - Markets Continue to Set Record Highs, Despite Fed Warnings

May 20, 2013
Louis Navellier comments on the recent Federal Reserve comments that quantitative easing currently in place may end soon. [+] Read More

PBS FRONTLINE on Financial Advisors: Make Sure Your Best Interests Come First

May 17, 2013
PBS FRONTLINE’s recent special about financial planning(1) in the retirement industry should be watched by anyone planning for or currently ... [+] Read More

JP Morgan - The Labor Force Participation Puzzle

May 17, 2013
"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 ... [+] Read More

Eagle Asset Management - New Era, Eurozone Woes, Gold

May 16, 2013
Richard Skeppstrom at Eagle Asset Management believes we are currently moving between investment eras. He also discusses events in the ... [+] Read More

Nuveen Asset Management - Cyclical and Emerging Market Strength May Be Pointing to Better Growth

May 15, 2013
Nuveen's Bob Doll, Chief Equity Strategist, comments on his waiting for the self-reinforcing economic expansion to take hold. "Last week ... [+] Read More

Navellier & Associates - Market Hits New Highs, Most Investors are Still Cautious

May 15, 2013
Louis Navellier examines the Fed's effort to find ways to wind down its quantitative easing policies. [+] Read More

Nuveen Asset Management - Are Investors Breathing a Sigh of Relief?

May 7, 2013
Nuveen Asset Management's Bob Doll comments on the U.S. recovery which has been slow to materialize. [+] Read More

Navellier & Associates - Market Sets New All-Time Highs on a Positive Jobs Report

May 6, 2013
Louis Navellier focuses this week's commentary on the latest jobs report and the possibility of more quantitative easing. [+] Read More

Geneva Advisors - First Quarter 2013 Performance and Outlook

May 3, 2013
Geneva Advisors provides the first quarter 2013 net performance of their All Cap Growth Strategy, along with their most recent economic ... [+] Read More

Cambiar Investors - Reviewing the International Equity Market Outlook

May 1, 2013
Investment Advisor Magazine's International SMA Money Manager of the Year for 2012, Cambiar Investors, reviews this past quarter and ... [+] Read More

Navellier & Associates - Sell in May and Go Away?

April 30, 2013
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 ... [+] Read More

Nuveen Asset Management - Economic Slowdown has Not Weakened Share Prices

April 29, 2013
Bob Doll, Chief Equity Strategist at Nuveen Asset Management, comments on the recent economic slowdown and what it could me for equities. ... [+] Read More

Nuveen Asset Management - Commodity Declines and Weak Data Startle Investors

April 25, 2013
Bob Doll, Chief Equity Strategist at money manager Nuveen Asset Management, examines the recent weakness in commodities and continues his ... [+] Read More

Navellier&Associates - Sell in May and Go Away?

April 25, 2013
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 ... [+] Read More

Calamos Investments - April Market Review and Outlook

April 18, 2013
Discussing many timely topics, money manager Calamos Investments’ latest commentary predicts a market correction in the near future, asks ... [+] Read More

JP Morgan - Guide to the Markets Second Quarter 2013

April 12, 2013
JP Morgan’s Quarterly Guide to the Markets for the second quarter 2013 is now available.* This comprehensive guide focuses on the latest ... [+] Read More

Navellier & Associates - Second Quarter Began with a Disappointing Jobs Report

April 12, 2013
Louis Navellier begins the second quarter by commenting on the latest jobs report and what it means for the stock market. “The unease in ... [+] Read More

Nuveen Asset Management - Economic Slowdown Halts Equity Rally Volatility

April 10, 2013
"What can be sustained?" is the big question asked by Nuveen Asset Management’s Chief Equity Strategist Bob Doll. "U.S. equities struggled ... [+] Read More

Economic Slowdown Halts Equity Rally Volatility - Nuveen Asset Management

April 9, 2013
"What can be sustained?" is the big question asked by Nuveen Asset Management’s Chief Equity Strategist Bob Doll. "U.S. equities struggled ... [+] Read More

Cyprus Reminds Us of Threats and Improving Global Economy- Nuveen Asset Management

March 26, 2013
Bob Doll, Chief Equity Strategist at Nuveen Asset Management, opines on the latest from Cyprus and other weekly events. "Equity averages ... [+] Read More

The Dow Finally Dips After 8 Straight All-time Closing Highs - Navellier

March 18, 2013
Louis Navellier takes a look at a few key economic indicators including inflation, retail sales, jobless claims and industrial production. ... [+] Read More

Bull Market - Happy Four Year Anniversary - Federated Investors

March 12, 2013
Federated Investors’ Senior Portfolio Manager, Philip Orlando, goes in depth with the latest economic and corporate news affecting the ... [+] Read More

Is the Baton Being Passed from Liquidity to Growth? - Nuveen Asset Management

March 11, 2013
Nuveen Asset Management’s Chief Equity Strategist, Bob Doll, takes a look at the European and U.S. Political Decisions that lie ahead. ... [+] Read More

Sequestration Does Not Sink Risk Assets - Nuveen Asset Management

March 4, 2013
Nuveen Asset Management’s Chief Equity Strategist, Bob Doll, provides his thoughts on the outcome of the sequestration vote in Congress. ... [+] Read More

Merger Mania and Stock Buybacks Keep Fueling Market Gains - Navellier

February 20, 2013
Louis Navellier reviews the recent M&A and stock buyback activity and what’s fueling this uptick. "The S&P 500 rose for its seventh ... [+] Read More

Themes to Watch in 2013 - Roosevelt Investments

January 18, 2013
Roosevelt Investment’s January 2013 investment commentary looks towards 2013 and the themes they suggest watching. "A cloud of political ... [+] Read More

2013 Review and Outlook - WHV Investment Management

January 18, 2013
Wentworth Hauser’s latest investment commentary reviews the recent tax legislation, the modestly growing economy, sub-par employment rate, ... [+] Read More

Starting the Year On a Much Better Note - Astor Asset Management

January 17, 2013
Astor Asset Management’s January 2013 investment commentary reviews 2012, looks towards 2013 and provides commentary for their portfolio ... [+] Read More

Measured Momentum Despite Political Standoff - Nuveen Asset Management

January 14, 2013
Nuveen’s latest commentary focuses on the three major issues facing congress at the moment: Raising the debt ceiling, funding the U.S. ... [+] Read More

Many Investors Suffer from SOS. Do You? - Niemann Capital Management

January 11, 2013
Niemann Capital Management’s latest commentary reviews the dangers of something many investors unfortunately do all too often: chasing past ... [+] Read More

Strategic Value Dividend November Commentary - Federated Investors

December 27, 2012
Federated Investors’ November commentary gives their take on recent and upcoming events in the market and economy, as well as a recap of ... [+] Read More

November Investment Commentary - Roosevelt Investments

November 26, 2012
Roosevelt Investments' November commentary reviews the latest corporate earnings, investor sentiment, and outlooks for the fiscal cliff and ... [+] Read More

Transfer-on-Death Designations: Understanding the Pros and Cons

November 16, 2012
“Transfer-on-death (TOD) designations provide a simple, direct process for transferring assets to named beneficiaries, bypassing the ... [+] Read More

Third Quarter Emerging Markets Equity Commentary - Wentworth Hauser

November 9, 2012
Wentworth Hauser’s latest emerging markets investment commentary looks at the situation in several different countries and how global ... [+] Read More

Will Economic Stagnation Lead To Stagflation? - Hirayama Investments

November 7, 2012
Richard Hirayama, portfolio manager of the Wentworth Hauser International Equity strategy, examines central bank actions and what it could ... [+] Read More

Despite Friday’s Mini-Crash, Stocks are due for an Election Surge - Navellier

October 23, 2012
Louis Navellier looks at the upcoming elections, potential impact of tax cuts and the amount of investor demand after the election. "The ... [+] Read More

Earnings Resiliency Creates Attractive Opportunities - Fred Alger

October 20, 2012
Fred Alger's Fall 2012 investment commentary focuses on corporate earnings and where they see opportunities moving forward. "We are ... [+] Read More

Fall 2012 Investment Update - Wentworth Hauser

October 19, 2012
International money manager Wenthworth Hauser's fall investment commentary focuses on the international equity markets and economies. "The ... [+] Read More

Thomas Partners Acquired by Charles Schwab for $85 Million

October 16, 2012
Charles Schwab recently announced that it agreed to purchase money manager ThomasPartners for $85 million. The move comes as Schwab is ... [+] Read More

Strategic Dividend September Commentary - Federated Investors

October 5, 2012
In their September commentary for the Strategic Value Dividend portfolio, Federated Investors summarizes what they see for the final ... [+] Read More

Expect a "Flight to Quality" Next - Navellier

September 25, 2012
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, ... [+] Read More

SEC Charges Ray Lucia with Misleading Retirees

September 21, 2012
The SEC has charged Ray Lucia and his “Buckets of Money” investing strategy for spreading misleading information at several investment ... [+] Read More

A New Century for Markets - Forward Capital Management

September 19, 2012
Paul Lobosco, President of Forward Capital Management, shares his latest thoughts on the economy, markets, European events and more in his ... [+] Read More

Will Greece Set Sail from the Euro? - Lord Abbett

September 12, 2012
Lord Abbet's Milton Ezrati examines the situation in Greece and its membership within the Euro. "German politicians seem to have lost ... [+] Read More

Municipal Finance - Some Positive Signs - Lord Abbett

August 29, 2012
Lord Abbett's Milton Ezrati looks to the municipal markets and examines a few of the positives taking shape. "State and local government ... [+] Read More

The Fed May Provide Monetary Easing 'Fairly Soon' - Navellier

August 27, 2012
Louis Navellier examines the possibility of further Fed easing after the upcoming September Fed meeting in Jackson Hole, WY. "The market's ... [+] Read More

Kicking the Can Down the Road of Capitalism - Hirayama Investments

August 24, 2012
Richard Hirayama, portfolio manager for Wentworth Hauser’s International Equity portfolio, shares his thoughts on the events during the ... [+] Read More

Current and Upcoming Obama Care Taxes

August 22, 2012
The on-going debate around President Obama’s health care plan will surely continue for some time as it is slowly implemented over several ... [+] Read More

U.S. Stocks Have Risen Five Weeks in a Row - Navellier

August 15, 2012
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 ... [+] Read More

Europe’s Road Ahead - Lazard Asset Management

July 20, 2012
Lazard Asset Management provides their review of Europe over the last quarter and what they expect moving forward. "Italian Prime Minister ... [+] Read More

Tradewinds Global Investors - Risk Managed Investing

July 19, 2012
Michael Mullane of Tradewinds Global Investors examines how risk and risk managed investing is viewed in today's ever-changing world. "A ... [+] Read More

2012 Just Like the Last Two Years - Avatar Investment Management

July 17, 2012
Avatar Investment Management's July commentary draws parallels between this year and the last two years. A review of their portfolios is ... [+] Read More

Second Quarter U.S. Tactical Core Strategy Commentary - Good Harbor Financial

July 17, 2012
Good Harbor Financial reviews their U.S. Tactical Core strategy during the second quarter of 2012 and takes a look at the impact that ... [+] Read More

Low Rates, Low Inflation&Slow Growth Spark a Flight to Quality - Navellier

July 16, 2012
Louis Navellier takes a look at dividend paying stocks and how low interest rates are driving them up. "Stocks declined steadily over the ... [+] Read More

Jobs, Commodities and Vehicle Sales - Navellier

July 11, 2012
This week's commentary from Navellier & Associates focuses on the latest jobs report and commodity prices. "Despite sizzling temperatures ... [+] Read More

Europe, Gold and China - Avatar Investment Management

June 21, 2012
Avatar Investment Management's June commentary focuses on European elections, gold, Japan and finally China. "The European sovereign debt ... [+] Read More

Still Deleveraging - Churchill Management Group

June 20, 2012
"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 ... [+] Read More

Understanding Beneficiary Designations: 10 Things Everyone Should Know

June 6, 2012
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 ... [+] Read More

Europe on a Tightrope - BlackRock

May 25, 2012
BlackRock explains the Euro crisis in their recent report on Europe and answers many questions about it that investors have today.  ... [+] Read More

The Trouble With Keeping Interest Rates Low - Avatar Associates

May 24, 2012
Avatar Associates' May commentary reviews their portfolios and takes a look at the effects of continued low interest rates. "The Fed is ... [+] Read More

Consumer Spending - Back in the Black - Lord Abbett

May 16, 2012
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 ... [+] Read More

Presidential Cycles and Other Election Year Theories - Federated Investors

April 13, 2012
Federated Investors' latest report discusses stock market and dividend returns based on the outcome of the Presidential election. "History ... [+] Read More

All Debt Gets Paid Back with Someone’s Equity - Calamos Investments

April 13, 2012
Calamos Investments' April 2012 commentary focuses on rising debt and the implications for the market and economy. ""Risk on" is in favor ... [+] Read More

Redefining Risk in Fixed Income - Janus Capital

April 12, 2012
Janus Co-Chief Investment Officer examines the new risks in fixed income that most investors don’t know about.  "The world has changed for ... [+] Read More

Money Manager Tradewinds Global Investors Downgraded to Review

March 22, 2012
WrapManager’s Investment Policy Committee placed money manager Tradewinds Global Investors on Review status as of March 20, 2012. Chief ... [+] Read More

The New Math of Natural Gas - Janus

March 20, 2012
Janus' Analyst Viewpoints offer their thoughts on natural gas pricing, implications for energy and industrial companies and growth ... [+] Read More

Are We Due for a Correction? - Navellier

February 29, 2012
Louis Navellier of Navellier & Associates go over why he thinks a stock market correction is coming soon. "The stock market continues to ... [+] Read More

Many Investors May Have Missed the Rally - Roosevelt Investments

February 27, 2012
Roosevelt Investments' February market commentary looks at the improvements in the US economy and how many investors have missed the ... [+] Read More

Macroeconomic Backdrop Continues to Improve - BlackRock

February 23, 2012
Chief Equity Strategist at BlackRock Bob Doll reviews the improving economic backdrop of the US and around the globe. President Obama's ... [+] Read More

Roosevelt Investments Adds Mesirow Financial's International Equity Team

February 1, 2012
Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product ... [+] Read More

Hard to Envision an Italian Default - Federated Investors

January 28, 2012
Chief Investment Officer of equities at Federated Investors, Stephen Auth, examines the sovereign debt situation in Italy and the chances ... [+] Read More

Time to Move Into "Risk" Assets - BlackRock

January 9, 2012
Chief Equity Strategist for BlackRock Bob Doll reviews their asset allocation outlook for 2012. Their equity, fixed income and municipal ... [+] Read More

SEC Unveils the Aberrational Performance Inquiry for Hedge Funds

December 23, 2011
A recent compliance alert from ACA Compliance Group describes the SEC's initiative to combat fraud in hedge funds, known as the ... [+] Read More

Windhaven Misses Its 12-Month Benchmarks Again but Still Hits Asset-Gathering Mark

December 18, 2011
RIABiz, an online publication geared towards financial advisors, recently reported on money manager Windhaven Investment Management's year ... [+] Read More

CEO of Legg Mason Subsidiary, ClearBridge Advisors, Out

December 15, 2011
Money manager ClearBridge advisors notified clients on December 1st, 2011 of CEO Peter Sundman's departure. Part of the reason behind the ... [+] Read More

Special European Market Update - Navellier

November 10, 2011
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. ... [+] Read More

Choppy Markets Continue - Churchill Management Group

November 5, 2011
Churchill Management Group’s latest commentary focuses on the market rallies and weak technical indicators. “It continues to appear we are ... [+] Read More

Third Quarter Portfolio and Market Review - Eagle Asset Management

November 3, 2011
Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The ... [+] Read More

U.S.-China Trade: More Than a Game of Chicken

November 1, 2011
Lord Abbett's Milton Ezrati discusses U.S.-China trade relations and the potential for Congress to label China as a "currency manipulator." ... [+] Read More

The Strong Earnings Environment - Navellier

October 20, 2011
Navellier's third quarter commentary discusses high-frequency trading, S&P 500 earnings, the banking sector and Operation Twist. "In the ... [+] Read More

The Same Old Song and Dance - Calamos Investments

October 20, 2011
Calamos third quarter commentary expresses many concerns about the global economy, but ultimately concludes that the healing process has ... [+] Read More

The Third Quarter Ends on a Mixed Note - BlackRock

October 3, 2011
BlackRock's Chief Equity Strategist Bob Doll explains his thoughts for the third quarter and what information will be guiding the market. ... [+] Read More

Understanding the Situation in Europe - JP Morgan

September 30, 2011
In one of the most informative pieces about the situation in Europe, JP Morgan Asset Management does an excellent job examining the history ... [+] Read More

Government Regulations Impede Economic Growth - Wentworth Hauser

August 18, 2011
Money manager Wentworth Hauser & Violich is out with their 2011 summer review and outlook. "Virtually all economic indicators point toward ... [+] Read More

Intense Volatility Rattles Investor Confidence - BlackRock

August 16, 2011
Bob Doll, Chief Equity Strategist at money manager BlackRock believes the fundamental foundations for the global economy should be ... [+] Read More

Secular Bear Market Until After 2012 Election - Churchill

August 16, 2011
Churchill Management Group explains why they believe we are most likely in a bear market and how they plan to position themselves ... [+] Read More

Perspectives on Recent Volatility - Calamos Investments

August 12, 2011
John P. Calamos and Nick P. Calamos of money manager Calamos Investments give their thoughts on the recent market downturn and surrounding ... [+] Read More

Inflated Inflation Fears - Janus Capital Management

August 2, 2011
Money manager Janus reviews need to know information about inflation and the implications to the global equity and fixed income markets. ... [+] Read More

Muni Bond Outflows Give Way to Inflows - BlackRock

July 19, 2011
BlackRock's Municipal Bond Management Committee reviews recent developments in the muni bond market. "We maintain a neutral view for the ... [+] Read More

Waiting on the World to Change - Calamos Investments

July 15, 2011
Money managers John and Nick Calamos of Calamos Investments dissect many of the issues the world is waiting on to be decided. "Even though ... [+] Read More

Emerging Market Equity and Fixed Income Outlook - Lazard

July 15, 2011
Money manager Lazard is out with their latest quarterly commentary regarding Emerging Market equity and fixed income. "Over the next 12 to ... [+] Read More

Signs of Future Growth After Tough First Half - Alliance Bernstein

July 11, 2011
Money manager Alliance Bernstein discusses slower than expected growth during the first half of the year and makes a prediction for the ... [+] Read More

How Good Are Analysts and Management at Forecasting Trouble? Avatar Associates

July 11, 2011
Money manager Avatar Associates takes a look at prospects for the second half of 2011 and the track record of analysts and their ... [+] Read More

Will Japan's Crisis Force Long-Term Reform? - Lord Abbett

June 30, 2011
Lord Abbett's Senior Economist Milton Ezrati writes an excellent and in depth piece focusing on Japan, its current situation and prospects ... [+] Read More

Churchill Management Group - This Is a Very Normal Correction

June 22, 2011
Money manager Churchill Management Group reviews the current market correction and their top-down indicators, which remain mostly bullish. ... [+] Read More

Navigating Through Challenging Times - Janus Quarterly Update

June 2, 2011
In their second quarter investment commentary, money manager Janus dives into U.S. equities, central bankers, fixed income and global ... [+] Read More

Weird Science and the Concept of Value - Tradewinds Global Investors

June 2, 2011
In his latest must read commentary, Chief Investment Officer David Iben at money manager Tradewinds discusses the concept of money and its ... [+] Read More

ClearBridge Multi-Cap Growth Quarterly Performance Review

May 24, 2011
Money manager ClearBridge reviews their Multi-Cap Growth portfolios, highlighting the reasons for specific performers and under-performers. ... [+] Read More

Businesses Start to See Their Sales Volume Firm - Avatar Associates

May 17, 2011
Avatar Associates suggests we are starting to see another typical development in the phases of economic expansion: firming sales volume. ... [+] Read More

Janus Investment Team Update

May 16, 2011
On May 12th, 2011 Janus announced that David Decker, portfolio manager for the Janus Opportunistic Alpha and other strategies, will be ... [+] Read More

Dangers of Chasing Past Performance

May 13, 2011
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 ... [+] Read More

Important Perspectives on Inflation - Lord Abbett

May 2, 2011
Money Manager Lord Abbett slices and dices the inflation story in their May commentary. Concern about inflation these days seems to travel ... [+] Read More

Lazard Asset Management's Outlook on Emerging Markets

April 14, 2011
Money manager Lazard Asset Management comments on the emerging market developments over the last quarter and believes there are ... [+] Read More

Global Equity Opportunities - Calamos Investments’ April Commentary

April 13, 2011
"Fat, drunk and stupid is no way to go through life, son." - Dean Wormer, Animal House. 1978.  Money manager Calamos Investments starts ... [+] Read More

Profits are More Sustainable and Higher Quality - Avatar Associates

April 13, 2011
Avatar Associates highlights that the growth in earnings we are seeing is largely coming from manufacturing and industrial processes, ... [+] Read More

Comparing Central Banks with Macquarie Allegiance

March 28, 2011
Money manager Macquarie Allegiance compares the actions of the US, EU and Chinese central banks over the last decade and how certain trends ... [+] Read More

Markets Poised to Move Higher as Correction Ends - Federated Investors

March 25, 2011
Stephen Auth, Chief Investment Officer for equities at money manager Federated Investors reviews three main global focal points: Japan's ... [+] Read More

Alliance Bernstein Asks "How Will Shocks from Abroad Affect the US?"

March 22, 2011
"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 ... [+] Read More

Egypt’s Ripple Effects - Janus Monthly Commentary

March 4, 2011
The latest commentary from money manager Janus takes a look at different possible outcomes in Egypt and what the effects could be on the ... [+] Read More

Higher Treasury Yields Likely - Macquarie Allegiance

March 2, 2011
Money manager Macquarie Allegiance's February newsletter details why they think Treasury yields will continue to increase, especially in ... [+] Read More

Macquarie Allegiance's 2011 Rollercoaster Ride

February 3, 2011
Money manager Macquarie Allegiance's January commentary reviews 2010 and provides their outlook for 2011. Graham McDevitt, the Co-Chief ... [+] Read More

Neuberger Berman's 2011 Capital Markets Outlook - Overweight Equities

January 24, 2011
Money manager Neuberger Berman favors an overweight of equities over bonds, with a balance of dividend-producing and cyclical stocks, as ... [+] Read More

Roosevelt Investments - Emerging Markets Bound for Growth

January 11, 2011
Money manager Roosevelt Investment's latest report highlights the emerging market's middle class. The worldwide economic picture may be ... [+] Read More

Neuberger Berman's 2011 Fixed Income Outlook

December 22, 2010
The Fixed Income team at money manager Neuberger Berman provides their comprehensive 2011 fixed income outlook. The past year has seen ... [+] Read More

Neuberger Berman's Take on Fundamentals and the Stock Market

December 6, 2010
Matthew Rubin, Director of Investment Strategy at money manager Neuberger Berman, analyzes the market fundamentals and returns over the ... [+] Read More

Quantitative Pleasing - Roosevelt Investments

November 22, 2010
On the heels of the Fed's announcement regarding QE2, the mid-term election, and a host of good economic data and corporate earnings ... [+] Read More

Alliance Bernstein Says US Must Woo Multinationals

November 18, 2010
In recent months, several major multinational companies announced plans to boost investment in the US. We think these moves may mark the ... [+] Read More

Roosevelt Investment Group’s October Commentary - Money For Nothing

October 19, 2010
Roosevelt Investments continues to believe that in the coming months the economy will grow at a slow, plodding rate, below what is likely ... [+] Read More

Happy Bond Investors with Allegiance Capital Management

October 7, 2010
Fixed income remains our asset class of choice. With the Fed signaling its willingness to unleash QEII and a faltering growth outlook, ... [+] Read More

Making Sense of Healthcare Reform with Lord Abbett

September 30, 2010
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 ... [+] Read More

"We Will Not Have a Double-Dip Recession at All": Federated's Weekly Update

September 20, 2010
That's not my quote; that comes from the Oracle of Omaha. At an economic development summit in Montana on Monday, Warren Buffett said ... [+] Read More

Stall Speed with Roosevelt Investment Group's September Commentary

September 15, 2010
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 ... [+] Read More

Lord Abbett Says the Economy Cannot Recover Without Healthy Securitization Markets

September 14, 2010
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 ... [+] Read More

Understand the Importance of Asset Class Correlation with Avatar Associates

September 9, 2010
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 ... [+] Read More

How Will the Financial Reform Bill Affect the Economic Recovery? - Janus Capital

September 7, 2010
Much of the regulation's implementation has been left to regulators, which limits the ability to quantify its overall effects. While there ... [+] Read More

Astor Asset Management Sees No Double-Dip, Just Slow But Growing

August 17, 2010
The first half of 2010 was mired with inconsistencies. The markets rallied to new recovery highs only to fall back to fourth quarter levels ... [+] Read More

Alliance Bernstein Compares This Recovery To Past Recoveries

August 11, 2010
The US economic rebound has been relatively modest, in contrast with previous recoveries from deep recessions. Although the initial stage ... [+] Read More

Buy and Fold: An Alternate Strategy, Baker Avenue Asset Management

July 17, 2010
Simon Baker and King Lip, of Baker Avenue Asset Management, were recently interviewed by CNBC regarding their All Cap Core strategy. The ... [+] Read More

Investment Review and Outlook, July 2010 - Abner, Herrman and Brock

July 13, 2010
In this period of heightened market volatility, Abner Herrman continues to monitor short term price fluctuations, but their overall ... [+] Read More

Lazard Asset Management - Domestic Economic and Market Outlook Third Quarter 2010

July 9, 2010
Lazard believes there are conflicting signals regarding the current economic conditions, which are affecting certain industry sectors ... [+] Read More

Don't Let Short Term Turn You Into a "Bear" - Churchill Management Group

June 1, 2010
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 ... [+] Read More

BlackRock - Weekly Commentary

May 25, 2010
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 ... [+] Read More

Baker Avenue: Special Portfolio Update

May 20, 2010
Our Market Sentiment indicator turned negative today, 13 months since our Market Sentiment indicator turned positive in April 2009.  As ... [+] Read More

Astor Asset Management - Review and Outlook for 2010

May 20, 2010
Astor Asset Management's latest commentary takes a look at the past decade and discusses several topics to put today's world into ... [+] Read More

Macquarie Allegiance - March 2010 Fixed Income Commentary

May 18, 2010
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. ... [+] Read More

Lord Abbett - Possible Merger and Acquisition Activity Increase

May 13, 2010
Cash surpluses and low interest rates are factors that may portend an increase in merger and acquisition activity, which could bolster the ... [+] Read More

Roosevelt Investment Group - April 2010 Commentary

April 30, 2010
The stock market has covered a lot of ground since that rough period one year ago, but it is still below the levels at which Lehman ... [+] Read More

Clover Capital Management: Banking on the Cycle, April 2010

April 27, 2010
As the Credit Crisis unfolded over the past two years, banks made headlines by reporting unprecedented losses. Some of the most prominent ... [+] Read More

Baker Avenue Asset Management - 1st Quarter 2010 Review

April 22, 2010
Now that spring has arrived, kids are excited about visiting their local amusement parks to ride their favorite roller coasters. With the ... [+] Read More

Federated Investors - Dividend Investing, March 23, 2010

March 25, 2010
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 ... [+] Read More

Astor Asset Management - Outlook Report 2010

March 5, 2010
Astor believes that 2010 will be a positive year for the markets but the returns will be somewhere in the single digits. They think ... [+] Read More

Lord Abbett - Market Views, March 2010

March 2, 2010
Lord Abbett believes the evidence continues to come in that shows the economic recovery is still intact. Retail sales are positive, the ... [+] Read More

Churchill Management Group - Market Perspective, February 2010

February 25, 2010
Churchill believes that the market may be in a current correction phase that may last over the next few months. Their proprietary ... [+] Read More

Alliance Bernstein - Capital Markets Outlook, Winter 2009

February 24, 2010
Alliance believes that the world economy continues to rebound from the widespread recession, and that global growth in 2010 should approach ... [+] Read More

Alliance Bernstein - Capital Markets Outlook

December 14, 2009
The economy is showing more evidence that the recovery is gaining traction. Credit markets are continuing to heal and global stimulus is ... [+] Read More

Lord Abbett&Company - Market View

December 8, 2009
The markets are continuing to rebound and the economy looks to be on a more solid stance. The shift into riskier assets continues as ... [+] Read More

Lateef Investment Management - Market Commentary

December 7, 2009
Dissecting the current state of the market, economy, as well as their All Cap Growth strategy, Lateef believes there are opportunities to ... [+] Read More

Brandes Investment Partners - Due Diligence Report

December 2, 2009
The history of the firm, how it is structured from an organizational standpoint, and the investment process and philosophy of the ... [+] Read More

Fiduciary Asset Management - Fourth Quarter Outlook

November 24, 2009
It appears the recession ended late in the second quarter of this year, and Fiduciary believes the economy should continue on the recovery ... [+] Read More

Baker Avenue Asset Management - Third Quarter Market Commentary

November 18, 2009
Baker Avenue believes it is just as important to play defense as it is to play offense in the stock market. Although their sentiment ... [+] Read More

Fiduciary Asset Management - Analyst Commentary

November 17, 2009
The large cap core strategy is the topic of this commentary. The Manager Strategy Group at Wells Fargo Advisors recently had an onsite ... [+] Read More

Fayez Sarofim - Market Commentary

November 10, 2009
The transition from recession to recovery is underway, and Fayez Sarofim believes we are still in the early stages. The outlook is positive ... [+] Read More

Federated Investors: Economic and Market Update

November 2, 2009
In their latest money manager commentary, Federated Investors looks at the positive and negative data and indicators currently in the ... [+] Read More

Alliance Bernstein - Capital Markets Outlook: Summer 2009

July 28, 2009
Alliance Bernstein believes that the recent market rally has brought some needed relief to investors. But as signs of an economic recovery ... [+] Read More