-
When the concept of retirement was first mainstreamed in America in the 1930s, it was largely viewed as having one foot already in the grave. For many baby boomers today, it might well mean the same thing.
November 7
-
The election results virtually guarantee that key portions of health care legislation passed in 2010 will go into effect next year, as scheduled. Thus, many clients will face a 3.8% surtax on investment income.
November 7 -
Advisors can calm clients who wanted a Romney victory.
November 7 -
In response to the damage and disruption inflicted by Hurricane Sandy, the Securities and Exchange Commission has confirmed that it will extend the deadline for regulatory filings for publicly traded companies, investment advisors and other regulated entities.
November 7 -
Total estimated outflows from long-term mutual funds were $488 million for the week ended Wednesday, October 31, according to data from the Investment Company Institute.
November 7 -
With four more years of the Obama administration, members of the financial advisory industry share their perspectives on what the win means for the industry and the clients they serve.
November 7 -
As the balance of power in Washington is upheld, advisors prepare for tax increases in 2013
November 7 -
Buying high and selling low isnt a portfolio-damaging behavior that only investors struggle with.
November 7
Financial Planning -
The uncertainty has vanished with the re-election of Barack Obama as president. But the incumbent who won a second term last night still has a number of problems that he continues to face from a sluggish economic recovery, a huge deficit, a stubbornly high unemployment rate and of course, the fiscal cliff.
November 7
On Wall Street -
Elizabeth Warren, the CFPB architect and frequent bank critic, was elected late Tuesday to the Senate, much to the dismay of the financial services industry.
November 7
