Fear and greed drive stocks, so the key is not to try to time your exposure to the market but to manage it effectively
As more employers switch to lump sum contributions, clients may miss out on market rallies.
Ruling hinged on the firm's disclosure of revenue-sharing agreements.
They would gives Westerners access to a broader swathe of the economy
Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.
“The times they are a'changing.” So said Bob Dylan in 1964. I am fairly certain he wasn't talking about the financial services industry, but now 50 years later, his message most definitely applies to our world.
Americans deserve simpler tax code to help them calculate how much they owe, tax regulator said this week
Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.
Why should investors avoid talking to company management at firms they invest in? One portfolio manager doesn't and says factors such as an exuberant CEO or creative financial reporting can exert undue influence.
Takes on 10 adviser teams, with more than $800 million in assets.
February net flows still negative, fall far shy of broader fixed-income recovery
Team from Merrill Lynch that advises on $700M in assets forms RIA partnership.
Advisers are anxiously watching to see if the fund giant's recent management upheaval masks broader problems that could impact performance. Few are cutting and running. Yet.
Two Grueninger Group principals and an associate make the move.
Strategists from the Goldman Sachs Group to AMP Capital Investors and JPMorgan Chase are telling clients to hang on after losses that began with currencies in Turkey and Argentina spread to developed markets.
Nuveen's chief equity strategist Bob Doll isn't just making a list of 10 predictions. He's created an investable portfolio of stocks based on those predictions. Jeff Benjamin has the details.
Massachusetts securities regulators, led by William Galvin, have started looking into the sales Puerto Rican municipal debt obligations, sending inquiry letters to several firms.
Stocks are either on the cusp of a correction or poised for further gains. Bonds, meanwhile, still face rising rates at some point. What's an investor to do?
<i>Breakfast with Benjamin:</i> Stocks holding steady after spike. Plus, Global markets shrug off Obama's meager sanction efforts, Yellen tries to have it both ways with rates, the Senate's housing market destruction plan, and 1,000 years of European border shifts.
