Updates

Jun 3rd, 2019

Overlooked fund category is dominating 2019

The stock market’s volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies’ generally stronger performance in recent years. But the biggest surprise so far this year is mid-cap growth funds. This year through Tuesday, the mid-cap growth category is up an average of 18.2%, making … more »
May 23rd, 2019

Here’s what to do if US-China trade war ignites layoffs

The best time to prepare for being let go is while you’re still punching in at work. While employment overall has been rosy — the unemployment rate went down 20 basis points to 3.6% in April, according to the U.S. Bureau of Labor Statistics — signs of job cuts are emerging. Last month, U.S.-based businesses … more »
May 17th, 2019

The One Word Whispered To Every College Grad Who Seeks To Make A Fortune

When Mr. McGuire hustled Dustin Hoffman’s Benjamin away from the noisy party crowd, he only had one word for the newly minted college graduate: “Plastics.” While that single utterance from the movie The Graduate ranks high in the American Film Institute’s list of top 100 movie quotations (even higher than the film’s seminal “Mrs. Robinson, … more »
May 9th, 2019

Once Advisors Find Their Niche, They Never Let Them Go

Financial advisors rightly preach the virtues of diversification to their clients. But what works well for investing isn’t necessarily a good strategy for building a financial planning business. In fact, focusing on a narrow client niche can be a lot more effective—and profitable—than casting your net as wide as possible. “Most advisors feel there is … more »
Mar 1st, 2019

10 of the easiest, most effective ways to save for retirement

Saving for retirement can be overwhelming, but it doesn’t have to be. Americans are urged to start saving early and consistently for retirement. As the country’s private workforce continues to move away from pensions and toward defined-contribution plans, including 401(k) and 403(b) plans, Americans are responsible for funding their own futures. The U.S. is on … more »
Nov 21st, 2018

How Financial Planners Keep Anxious Clients on Track During Volatile Times

Months of stock market turbulence have meant months of rising anxiety for clients, financial planners say. As a result, some financial planners who are otherwise strong proponents of a buy-and-hold strategy are starting to make changes to the investment portfolios of some of their clients. However, financial advisors say they are not necessarily trying to … more »
Nov 1st, 2018

Why retirees shouldn’t let stock market volatility scare them

Oh, great. On top of everything else retirees or folks eyeing retirement have to be worried about, there’s something we haven’t seen in a long time: market volatility. After nearly a decade of strong gains—the S&P 500 SPX, -1.40% rose 293% between March 2009 and September’s all-time high—the broad index has tumbled 9% in the … more »
Oct 29th, 2018

The risky IRA ‘loan’ clients ask for

Clients in need of a short-term cash influx may be tempted to dip into their IRAs and repay themselves rather than seeking out a lender. Often, they’re under the impression that tapping an IRA works like taking a loan from a 401(k). The reality is much more complicated. Any money your client withdraws from an … more »

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