Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
When it comes to fixed-income evaluations, differentiating rhetoric from policy is key.
Targeting lower durations is possible with these securities amid rising rates.
An exit from the European Union doesn't necessarily require immediately pulling out from the U.K. bond market.
Medium-sized RIAs have few options, but the SEC’s examination priority list makes this a hot topic.
Some advisors are holding out in case the technology changes.
They have become increasingly attractive as real estate prices climb.
Many advisors want nothing to do with cryptocurrency.
A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.
Ideally, these tools allow clients to view all their accounts in a single location and evaluate the impact of their investments.
"If you think you are going to get paid for what technology can do, think again."