Advisors

James Lauritz | Getty Images In the absence of a coherent strategy, multiple advisors may put a client into the same investment multiple times. Tax-related decisions may also suffer. In addition, this strategy may cause advisors to compete for all the assets and take undue risk to outperform the competition “People have money spread all
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If you make more money, will you be happier because you will be able to afford more things? Research shows this isn’t true. A study conducted by Daniel Kahneman and Angus Deaton analyzed data from more than 450,000 responses to the Gallup-Healthways Well-Being Index. They studied the happiness of people at different income levels. At
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Boomers are more likely than other generations to take risks by investing some or all their retirement funds into starting their own business after leaving a corporate job, and they seek new and interesting ways to spend their retirement money that may or may not produce an income stream to help fund expensive retirement activities.
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Last year the JPMorgan Global Emerging Market Bond index had a total return of 9.1 percent. “We believe U.S. investors should have an allocation to emerging market bonds,” said Pablo Goldberg, a senior fixed-income strategist for BlackRock, which manages more than $24 billion in assets in a variety of emerging market bond funds. “They have
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However, corrections offer an opportunity to evaluate risk and how well positioned they are for an eventual bear market. By comparing the intensity, recovery and duration of corrections and bear markets and their impacts on investors, we can assess where risk management efforts should focus. Investing opens investors up to the possibility of losses —
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Buttressing optimism for the category is its immunity from the market’s trade-war fears: Small companies don’t tend to export much. Another factor is the tendency for economic expansion to increase earnings more down cap than up. Further, the delayed benefits of the tax cut should help domestic-centric companies proportionately more than multinationals. Small caps, which
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Many investors wonder when the right time will be to put some money in bitcoin. It’s a question that financial advisors increasingly hear these days. Yet advisors, for the most part, don’t recommend investing in digital currency, or in the investment vehicles that have cropped up around it, at all. In fact, earlier this year,
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Defined benefit plans may be especially interesting now to certain entrepreneurs, investors and professional practitioners with earnings too high to take advantage of the QBI, said Timothy Speiss, partner in charge of EisnerAmper Personal Wealth Advisors. “It’s very significant, and the 2017 tax legislation is important,” Speiss said. The Tax Cuts and Jobs Act passed
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“Active bond fund managers have been able to increase their returns [over indexes], by adding credit risk to their portfolios, especially over the last five years,” said Alex Bryan, director of passive strategies research at research firm Morningstar. “Anytime volatility picks up, you’ll see more flows into Treasurys, and active managers taking on more risk
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