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Will the rally continue, or are the winning ways of this asset class nearing an end?
September 9 -
Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.
September 1 -
A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.
August 29 -
One concrete step for advisers is to work with a care manager and a knowledgeable elder lawyer to petition the court to appoint a guardian or conservator.
August 25 -
Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.
August 19 -
Traders have piled into global equities, heartened by deal activity and better-than-expected corporate earnings.
August 15 -
First time since heady days of 1999 that all three major stock benchmarks hit high marks on the same day.
August 11 -
Clients are hesitant to invest more in the face of global upheaval, advisers say, citing the recent coup attempt in Turkey, terrorist attacks and the outcome of the U.S. election.
August 10 -
Investors have once again taken a liking to taxable bond funds — a marked difference from last year. Advisers may find that clients are taking notice, too.
August 4 -
“We get very nervous when the stock price index goes to high P/E, we ought to be somewhat nervous when the bond rate does the same,” the former Fed chairman says.
July 28 -
While Chairwoman Janet Yellen has repeatedly stated that the Fed is likely to raise interest rates gradually, market volatility and the unexpected dip in job gains have delayed such plans.
July 27 -
An expert agreed that an investor in their 20s doesn't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.
July 14 -
Recent market volatility has pitted advisers against clients over whether events such as Brexit represent a buying opportunity.
July 12 -
Buybacks are good for company execs. But are they good for portfolios?
July 7 -
It's safety first for investors around the world as they assess the significance of Britain's vote to leave the European Union.
July 6 -
Despite fears of rate hikes and worries over Brexit uncertainty, there is still an essential role for fixed income in retirement plans.
July 1 -
Strategists across Wall Street have been paring back 2016 calls on benchmark Treasury yields, as expectations for global economic growth decline and central banks in Europe and Asia introduce additional policy easing.
June 27 -
"This is the new normal -- politics could add more volatility to all financial assets," said Barbara Reinhard, head of asset allocation for multi-asset strategies at Voya Investment Management.
June 27 -
"Market participants are right to be concerned," said Dean Maki, chief economist at Point72 Asset Management, adding that he expects U.S. exporters will be faced with a strong dollar again.
June 24 -
Despite market volatility at least one expert expects "business as usual for munis after the dust of today's rally settles."
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