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Financial Performance

Displaying 212 results

Topic

The rise of Social Security zombies

Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.

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Collecting Social Security on your ex – dead or alive!

Benefits depend on if you remarry and when.

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  • October 30, 2013

LPL adds adviser network managing $1.2B

Arizona group of about 40 financial advisory practices joins LPL. The network's founder is looking to add 50 new offices next year.

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  • October 28, 2013

Stock funds receive most money since 2000

Investors poured a net $45.5 billion into stock mutual and exchange-traded funds during October.

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  • October 25, 2013

For near-term boost, go with high-yield fixed income

It isn't too late to jump tactically into the high-yield bond market for a near-term portfolio boost. High-yield bond mutual funds, up more than 5.6% from the start of the year, are clearly the hottest area of fixed income, and the near-term outlook is for more upside.

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  • October 25, 2013

Tapering speculation on back burner after weak jobs report

Fed will start easing off its tapering in March at earliest, market watchers say

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Despite debt ceiling debate, now is not the time to exit markets

Market experts say investors shouldn't pull their assets out of the market despite the looming debt ceiling debate. But they should be ready for plenty of volatility.

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  • October 4, 2013

Will older advisers pay more than younger colleagues for health care coverage?

Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

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  • September 27, 2013

Fed’s change of heart has advisers scrambling

The Fed's unexpected change of heart has some advisers looking for a near-term rally in bonds. Jeff Benjamin has the story.

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Fidelity launches first investing app for Google Glass

Fidelity launches the first investing app designed for Google Glass, which provides users stock quotes and could help attract more young investors.

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Adviser gets sacked after ripping off her NFL linebacker client

What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.

Topic
  • May 3, 2013

Invest in growth, not geography, American Funds says

An adviser building an equity portfolio is very likely doing so around global benchmark indexes such as the S&P 500 or the MSCI EAFE, but according to American Funds, there is a better way.