May 23, 2017 | News & Insights, Other Publications
Reuters, May 23rd, 2017 – The S&P 500 Telecommunications Services Sector index as-we-know it may have to hang up on investors, as its creators are considering a restructuring of the once-hot index which has shrunk to just four companies from 14.
May 1, 2017 | News & Insights, Other Publications
NerdWallet, April 28th, 2017 – “Sell in May and go away.” It’s a Wall Street cliché. The advice, which purportedly dates back to old England, suggests investors sell stocks in May and return after September. Why? To avoid a period of potentially higher...
May 1, 2017 | News & Insights, Other Publications
Financial Planning, April 25th, 2017 – Ask any fellow adviser about how they construct portfolios for their clients and it’s likely they’ll talk about the myriad ways they try to reduce risk. With 2008 still in the backs of people’s minds, many clients do indeed...
Nov 30, 2016 | News & Insights, Other Publications, Updates
Financial Advisor IQ, November 30th, 2016 – The post-election selloff in bonds is showing signs of slowing. But advisors remain split on how much of a longer-term aftershock clients will feel once Donald Trump becomes president in January.
Nov 10, 2016 | News & Insights, Other Publications
FinancialPlanning, November 10, 2016 – The DoL fiduciary rule is making nearly every retirement plan professional a fiduciary on 401(k) plans. But past is prologue. As early as 2013, the DoL clearly laid out a guide for advisers entering this brave new world in...
