Investment insights

Even when the long-term market trend is defined by falling inflation-adjusted prices, despite short-term ups and downs, there may be opportunities to root out profits.

46% of investors chose the U.S. as the country they believed offered the best potential for asset price growth over the next 12 months. Only 42% chose China.

The investment opportunity in the United States is really "a tale of two countries," banking analyst Meredith Whitney said at the IMCA annual conference in Seattle.

IMCA’s annual conference kicks off in Seattle on Monday with lessons for financial advisors from behavioral finance professor Meir Statman.

Barack and Michelle Obama need a better financial strategy. Financial Planning has several suggestions.

Pacific Investment Management Co. is becoming less dependent on Bill Gross, preparing for an eventual future without the world’s best-known bond investor and adding pressure on its rising stars to live up to his legacy.

With equities markets near record highs, what should advisors be telling clients now?

Financial advisors must help combat the disconnect between investors' knee-jerk reactions and market performance.

T. Rowe Price Group Inc., the asset manager that posted a profit every quarter since going public in 1986, reported first-quarter revenue that missed analysts’ estimates as institutional clients pulled money.

What is driving the upswing in assets in socially responsible investments?

Advisors are busy this week with questions and concerns from clients about gold in free-fall, negative numbers coming out of China, tax-advantaged investments, and more.

Investors (and advisors) should be focused on the true facts of the U.S. economy and corporations and tune out the hype and happy talk from the media and Fed heads. Instead investors should focus on the real data.

Since peaking at $1,900 per ounce in September 2011, the price of gold has dropped nearly 22%, to last Friday’s close. Labeling himself an “inveterate contrarian,” John Stoltzfus, chief investment strategist at Oppenheimer, suggests that a near-term bounce might be in order.

Although the market is improving in some places, the overall value of real estate owned by U.S. households fell to $17.65 trillion in 2012 from $22.7 trillion in 2006, according to the Federal Reserve. Much of that decline hit boomers the hardest, since most were in their peak earning years when the financial meltdown occurred and were living in the largest homes they would ever own. Financial planners now face a challenge: how to help clients chart a future that will meet their housing and health needs while preserving as much of their assets and capital as possible.

Although the market is improving in some places, the overall value of real estate owned by U.S. households fell to $17.65 trillion in 2012 from $22.7 trillion in 2006, according to the Federal Reserve. Much of that decline hit boomers the hardest, since most were in their peak earning years when the financial meltdown occurred and were living in the largest homes they would ever own. Financial planners now face a challenge: how to help clients chart a future that will meet their housing and health needs while preserving as much of their assets and capital as possible.

The 2% growth rate of recent years is expected to accelerate to a new cyclical growth rate of 3% or more: BNY Mellon

The burgeoning influence of financial advisors in the United States was a repeated observation at this year's Tiburon CEO Summit at New York City's Ritz Carlton in Battery Park. Here are 11 themes we heard at the two-day event encompassing 200-plus executives and advisors.

A quarterly Northern Trust survey of investment managers reveals optimism about the economy in the first quarter, buoyed by positive expectations for housing, jobs and corporate profits in the face of across-the-board federal budget cuts went into effect on March 1.

Bill Gross raised the holdings of Treasuries held in his $289 billion flagship fund at Pacific Investment Management Co. to 33 percent of assets last month, the highest level since July.

“We have found that people in Gen Y not only said they are highly disciplined, they really are more highly disciplined than people in older generations,” Bill Taylor, vice president of financial planning at Northwestern Mutual, said in an interview. “It might be because they’ve seen their parents hurt badly when stocks fell in 2008, because of the decline of defined benefit plans, or just because young people have access to more information today.”