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Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.
January 4 -
If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.
December 14 -
Sky-high prices at recent art auctions in one case up to $170.4 million may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.
December 7 -
If the SEC's newest rules are enacted, open-end mutual funds and ETFs that invest in municipal securities are likely to become more risk-averse in a variety of ways that have implications for issuers and other investors that perhaps have not been fully considered by executives.
December 3 -
Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.
November 27 -
Whenever markets drop, clients start clamoring to hold gold in their IRAs. Heres what to tell them.
November 16 -
SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.
October 27 -
SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.
October 27 -
BlackRock is rolling out its first impact-labeled U.S. mutual fund. In the nascent world of impact investing -- backing profitable companies trying to produce social and environmental good -- it is a milestone.
October 13 -
Advisor interest in alternative investment training is booming as they seek to better explain and sell their clients on alt offerings.
September 23