Wealth Think

It isn’t every day that you get your opinion validated by the likes of Jeremy Siegel, the “Wharton wizard,” market commentator and senior investment strategy advisor for Wisdomtree ETFs. Siegel delivered a very bullish talk at Sourcemedia’s ETF 360 conference in New York.

For anyone born today, the cost of four years at a private college will be about $440,000 by the time they arrive at those hallowed halls.

Its never too early to begin helping clients prepare for the 2011 tax season. It will become even more so as the Bush tax cuts come to an end on Dec. 31.

The idea of a bond bubble keeps bubbling to the surface. The argument is sound. Interest rates are at all time lows. In the bizarro world of bonds this means that prices are at all-time highs. Meanwhile investors spooked by the stock markets are pouring into bonds the way they poured into, well, real estate before 2008 and technology before 2000.

You need to know where your profits are coming from, but to truly serve your clients, it would also be nice to know how their behavior separates them into groups.

Prospects are spending more time online. Isn’t it time you had a Website that meets their needs?

The president of Raymond James & Associates and the chairman of RJFS talks about recruiting, retention and valuing the control advisors have over their books of business.

Some parts of the fixed-income market are hard to track with a traditional ETF.

How a portfolio sage and fundamental index founder bet right on the market and still lost money.

A new study published in Psychological Science finds that people who are primed to think about time spend more time socializing, while people who are primed to think about money spend more time working.