You’ve probably gotten several client questions over the past few years about using their portfolio to invest in bitcoin. I’m here to tell you why they shouldn’t do that.
Warren Buffett is getting out from the middle of a potentially contentious split.
House Democrats agitating to lift the cap on state and local income tax deduction are enlisting teachers, firefighters and other union members to demonstrate the impact on workers in high-tax, heavily unionized states like New York and New Jersey.
The House Judiciary Committee’s consideration of antitrust bills targeting big tech began Wednesday with bipartisan pledges to use legislation to break the hold that the largest companies have on the internet economy.
Are you missing opportunities to deepen your client relationships or losing business opportunities in your planning process?
Taking the highest upfront check or calculating out your apparent newfound riches from a suspiciously high payout will undoubtedly be mentally rewarding in the short term. Over the long term, you are assured to be disappointed, though.
The SEC has a unique opportunity to redo form CRS to help investors and investment professionals better understand how broker-dealers and investment advisers differ.
The wave of air rage as U.S. airlines attempt to return to normalcy while the pandemic subsides has reached unprecedented levels, according to data released Tuesday.
Senate Budget Committee Chairman Bernie Sanders is proposing to partially revive the federal deduction for state and local taxes in an draft outline of a budget resolution designed to fast-track much of President Joe Biden’s economic agenda.
Investors are witnessing the “biggest U.S. fantasy trip of all time” in the stock market thanks to a clueless Federal Reserve, speedy stimulus and surprising success with Covid-19 vaccinations, according to Jeremy Grantham, financial historian and co-founder of the investment firm GMO.
Hedge funds couldn’t have picked a worse time to be short the dollar while holding Treasury curve steepener positions.
By not recognizing Naomi Osaka’s mental health status, the tennis bigwigs made a fundamental error.
How do I manage my boss, who is not a nice person?
Here are the top five reasons to convert to a referral-only practice.
Cryptocurrencies sold off as a crash in tokens used in decentralized-finance applications accelerated, deflating the value of some once-hot investments by more than 50%.
The inflation scare that’s become a major theme in markets is getting fresh momentum from the climate-change battle and the huge economic transformation underway.
Estate planning for the recently engaged couple is a challenge. It's something that is often overlooked, even by financial advisors. Yet it matters, as I've seen in my own practice.
REO Speedwagon’s epic hit provides several useful insights regarding the sweeping tax and estate planning changes under consideration by the Biden administration.
Why consider volatility as a separate asset class? Because it is endemic.
The Biden administration’s proposals won’t have much impact on the merely wealthy, but some changes will have huge consequences for the very wealthy.
Six competing vendors rate how companies perform along ESG standards. But because those ratings differ widely across vendors, investors cannot reliably construct portfolios that meet their personal criteria.
A proposal by the Biden administration would remove the preferential tax considerations for long-term holders of stocks. In so doing, it will cause investors to favor active ETFs over traditional actively managed mutual funds.
Here are some tips to help you create the right environment for recording so that your videos look and sound incredible.
Market watchers have heard the warnings over and over. Stocks are expensive. Growth is set to slow. Higher taxes and hawkish monetary policy loom as threats. Yet there’s a mighty force pushing back against all the bearish voices: buyers who keep on buying.
This week’s aggressive repricing in U.S. Treasuries is going global, with long-end borrowing costs from Germany to the U.K. sliding as traders brace for central banks to quell fears over rising inflation.
Mortgage rates in the U.S. dropped to the lowest level in four months.
“We are a long way from 1970s-style inflation,” Scott Minerd said. The data does not support the view that inflation is non-transitory, he said, despite what some people, including hedge fund manager Paul Tudor Jones, are claiming.
The demise of the value premium in the last 12 years has led to doubts regarding the efficacy of this approach and efforts to adjust the accounting ratios to make them more robust. Those efforts are misguided. Value investing amounts to comparing estimates of fundamental value with price and that accounting ratios, however tweaked, are not a reasonable way to estimate value – it requires a full-blown DCF analysis.
U.S. pork plants are slowing down, threatening to derail the biggest rally pig farmers have seen in years and potentially raising costs for meat giants such as JBS SA.
When the Federal Reserve last met at the end of April, Chairman Jerome Powell acknowledged that markets “are a bit frothy.” Now, some of that excess appears to exiting -- particularly if you discount the daily gyrations in meme stocks.
Asian hedge fund firms are pouring hundreds of millions of dollars into private investments as they seek higher returns, muscling into an area that has long been the preserve of private equity and venture capital.
To improve your sales skills, gain confidence, and act with intention, consistency and the ability to influence, there is one key activity you must pursue.
More and more, investors are wondering whether the Federal Reserve will tweak its monetary policy toolkit to help out money markets that are starting to drown in a sea of cash.
From the ocean to the mountains, remote work fueled an unprecedented boom for vacation homes across the U.S.
Chicken-sandwich fever means poultry is pacing U.S. food inflation in the meat case.
How much money does it take to be wealthy?
Federal Reserve Chairman Jerome Powell and his colleagues appear to be winning over investors with the argument that the current surge in consumer prices won’t last.
Dimensional Fund Advisors just became one of the biggest players in the $6.5 trillion exchange-traded fund arena.
With investors anxious to hear the Federal Reserve’s latest take on inflation after last week’s hot reading, certain corners of the market are already simmering down.
Coming out of lockdown, you have an opportunity to modernize your workflow, communication tools, and advising strategies to work smarter and create more client value.
Many physicians worry that their current retirement plan does not meet their retirement savings goals.
Now that people are going out and it is more normal, we’d like to do a client event.
I live and breathe my process. I’ve taught it to thousands of advisors all over the world. Yet I slipped.
Keeping that broker-dealer license comes with costs, both financial and emotional, in the form of two sets of compliance obligations.
I was inspired to write this article as a result of reading, The Strategic Thinking Manifesto by Rich Horwath.
Whenever I talk to financial advisors about autism, the response I get is something like, “Sara, my clients are high net worth individuals. They are not autistic.” Well, think again.
I spoke with Staley Cates, the vice chairman of Southeastern Asset Management, on the value opportunities he sees in the U.S. and abroad, and why his firm’s process has generated superior returns for its partners/investors.