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Fed Ex-Vice Chairman Fears Congress May Not Pass Reform

Friday, 12 March 2010
Former Federal Reserve Vice Chairman Alan Blinder said Friday he fears Congress will fail to act to revamp the financial regulatory system, calling it a "tragedy."

Harry Markopolos, SEC Chairman?

Thursday, 11 March 2010
Harry Markopolos is out hustling a new book about his nearly decade-long pursuit of Bernie Madoff. Could he handle the SEC's top job?

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Wealthy Bouncing Back

Tuesday, 09 March 2010
The nation's wealthy already appear to be bouncing back somewhat from the recession, according to a new survey.

A Poignant Lesson

By Jarrett Solomon, March 2010 issue
Investor psychology is not always easy to manage or understand, but these tenets may help you work with clients in uncertain markets.

A View From Above

By Eric Uhlfelder, March 2010 issue
An interview with Harvard economic historian Niall Ferguson.

Markowitz: MPT Holds Up

By Alan Lavine, March 2010 issue
MPT never claimed diversification would help during financial crises.

Winners And Losers In A Lost Decade

By Mary Rowland, March 2010 issue
REITs and emerging market investments were among the few that came out ahead.

The Age Of Living Lean

By Evan Simonoff, March 2010 issue
Loomis Sayles’ Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.

Exit Strategies

By Michelle Knight, February 2010 issue
The road out of the recession is fraught with risks that include spiraling budget deficits and out-of-control inflation.

Top Advisors Reveal Keys to Success

Thursday, 28 January 2010
A new study describes how top advisors keep and attract high-net-worth clients.

A Sensible Strategy

By J. Michael Martin, January 2010 issue
Here are six suggestions for investing in a new reality.

Tax Court Lets DUI Driver Write Off Car Damage

Tuesday, 15 December 2009
A court ruled that a driver who totaled his car while DUI can write off thousands of dollars of damage, an example of how taxpayers can challenge the IRS.

Taxing Trades Called A Bad Idea

Tuesday, 08 December 2009
While it is hard to resist the name of a new bill that would tax stock trades, tax analysts say legislators would be smart to resist making it law.

Affluent Households More Optimistic

Friday, 04 December 2009
Affluent households are more confident about investments than they have been in nearly two years, according to the Spectrem Affluent Investor Confidence Index.

V-Shaped Recovery...Well, Maybe

Wednesday, 25 November 2009
The economy is getting ready to roar. In fact, the roar could blast your eardrums—at least according to two obscure economic indicators.

Stock Gains Not Confirmed By Market Consensus

Friday, 20 November 2009
There's something missing from the stock market's latest rally that isleaving a number of investors unconvinced––a market consensus.

Rebalancing Model Increases Returns, Study Says

Friday, 20 November 2009
Adjusting stock and bond holdings based on moves made by professional money managers diminished portfolio risk by half while increasing returns over a three-year period, a study finds.

Financial Advisors Like Draft Senate Bill

Tuesday, 17 November 2009
A draft financial-service reform proposal unveiled Tuesdayby Sen. Christopher Dodd (D., Conn.) won applause from financialadvisors and state regulators.

Steve Forbes Lambastes The Fed At The Financial Advisor Symposium

Friday, 13 November 2009
Steve Forbes criticized the Bush administration for failing the country in its handling of the financial crisis and the Obama administration for willfully misinterpreting the election results.

MPT in a Black Swan Universe

By Clifford Caplan, November 2009 issue
Advisors need to consider how catastrophic events could help portfolios outperform.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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