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Clients should turn to their own timeline before making any changes to their portfolio during a market correction.
November 5 -
A total of 86 publicly traded companies approved new repurchase plans so far this year. That’s nearly twice as many as all of 2017.
November 2 -
An index of asset managers and custody banks has lost almost a quarter of its value this year.
October 30 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.
October 25 -
Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.
October 24 -
“There’s just right now a heightened sensitivity to what can go wrong,” one strategist says.
October 24 -
ESG ETFs currently hold a combined $6 billion in assets. The firm expects that will grow to $500 billion in the next decade.
October 24 -
Indexes typically tracked by the funds are often excessively allocated to Treasurys and mortgage-backed securities.
October 23 -
Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.
October 23 -
Some have piled into utilities and long-duration Treasury hedges, while others bulked up exposure to rate-sensitive banks and a chunk did a bit of both.
October 17 -
Rising interest rates and trade war threats are promulgating the rout in equities.
October 11 -
A majority of sell tickets were driven by passive funds off program desks, traders say.
October 10 -
Caution is key across global markets as investors try to gauge whether the selloff is a harbinger or a blip.
October 10 -
Data reported by the Investment Company Institute.
October 5 -
Investors flocked to ultra-short bond funds as few are willing to bet against persistent rising rates.
October 5 -
Stellar U.S. economic data, hawkish monetary expectations and strong commodity prices have pushed 10-year and 30-year Treasurys to breakout range.
October 4 -
The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.
October 3 -
The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.
October 3 -
Dick Lampen says the SEC charges against Dr. Phillip Frost, the firm’s primary shareholder, won’t affect its “significant” other resources.
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