We’re going to have to do something about climate change. I will review the science and the possible solutions, and ask what role investors – including your clients – can and should have to foster a solution.
I’m sick of the impoverished language that advisors use when trying to market themselves to business owners. Try these one-liners instead.
Helping people see the need of risk hedging throughout their life is an important responsibility and requires the insight of a knowledgeable professional, such as a trusted financial advisor who understands their situation.
The U.S. economy is set for a hiring boom in the months ahead as the coronavirus pandemic recedes. There are signs it’s already underway.
In retrospect, it was a slam-dunk bet that when stuck-indoors Americans were sent $600 stimulus checks back in January, they’d plow a lot of it into the stock market.
Investing in renewable power stocks beat a fossil fuel-focused strategy by more than threefold in the last decade.
Meeting on-line requires a "new language" and awareness. Here are some tips for making the most of virtual meetings.
Unwritten rules have as much power as written ones. That is true of padding a big lead in baseball and of whether RIAs need to have the CFP designation.
President Joe Biden said those earning more than $400,000 a year would see a tax increase under his forthcoming economic program, highlighting the administration’s plans to address inequality in part through levies on the wealthy.
Senate Democrats launched their effort to pass sweeping voting rights legislation Wednesday, which could become the centerpiece of an attempt to weaken the chamber’s filibuster rule.
Wall Street firms are quietly preparing to resume political giving in the next few months, marking an end to a freeze that many corporations vowed to impose after rioters stormed the U.S. Capitol in January to disrupt congressional certification of Donald Trump’s loss to President Joe Biden.
The Rand Corporation’s been designing war games with the Pentagon since the 1950s, modeling such hard-nosed security scenarios as a two-front U.S. war with China and Russia. Now the think tank is turning its realpolitik tool kit to a question more often associated with environmental dreamers: How will clean energy change the world?
Before things went south, Bastian Bolesta made easy money from a quant strategy that worked for years thanks to the rise of automated stock traders on Wall Street.
The 60/40 portfolio saw investors through the cataclysm of the pandemic. The global recovery is now proving an even tougher test.
President Joe Biden is planning the first major federal tax hike since 1993 to help pay for the long-term economic program designed as a follow-up to his pandemic-relief bill, according to people familiar with the matter.
In December, Aaron Moore bought an unremarkable three-bedroom house in the Toronto suburb of Brampton and, after throwing on a fresh coat of paint and laying down new hardwood floors, put it right back on the market.
The recent rise in interest rates triggered a bout of volatility, but it’s not making the pros in the stock market run for the hills just yet.
A founder-driven growth model isn’t sustainable or efficient.
"If I was your financial adviser, I would tell you that engaging me is not a good deal for you." I’ve told hundreds of prospects this over my nearly 40-year career as a financial planner.
For many clients, the most important benefits of a foundation are to ensure that the next generation will be responsible stewards of their values and wealth.
When it comes to investments, economic growth, and entrepreneurship, women remain structurally excluded from high-level participation compared to men.
If you wonder whether your firm’s website should be ADA compliant, the short answer is “yes.”
How do we help our clients who are working parents (especially the working mothers) de-stress and manage their time better?
We can learn a lot from Oprah Winfrey’s bombshell interview of Harry and Meghan.
Relying on only historical U.S. returns creates an unrealistic picture of retirement outcomes. Our analysis shows that U.S. data are an anomaly among the broader global universe, and that our low-yield environment forebodes lower-than-average equity returns.
Advisors are well aware of the perils of chasing performance, especially when assets become clearly overvalued. New research, based on a variation of Robert Shiller’s CAPE ratio, shows that this is true at the country level.
In this article, I dissect Operation Twist. I also look back at Operation Twist 2.0 circa 2011- 2012 and assess its effectiveness and how it impacted various asset classes.
Interest rates have never been lower, but that’s beginning to change and it’s causing a fuss. You’d think investors would be relieved by a return to a more normal situation. But be careful.
There are many ways to go wrong in choosing a TAMP. Here are two no one is talking about.
With the new SEC ad rule at the Federal Register, the 60-day waiting period is in effect. Advisory firms who take the time to plan will successfully leverage reviews to grow their firm.
I had a deep, existential, meaning-of-life type of conversation with a friend of mine, another value investor. I asked him, do you want Warren Buffett’s success?
U.S. colleges saw drops in undergraduate enrollment for this year’s spring semester as the emergence of Covid-19 vaccines failed to bring more students back to campus, deepening the pandemic-related financial strains faced by schools.
Republicans are invoking the threat of inflation to attack President Joe Biden’s spending plans, after he won approval for $1.9 trillion in virus relief ahead of a broader recovery package that may cost even more.
Don’t fear Treasury yields killing off the stock market’s golden goose just yet.
Warren Buffett has been a fixture at the top of the world’s wealth rankings for decades, but in recent years he’s slipped down the list as tech fortunes soared and his hot hand cooled. Now, at 90, his net worth has blown past $100 billion.
The pandemic housing rally is getting its first big test.
A key measure of U.S. consumer prices rose less than expected in February as costs of used vehicles, clothing and transportation services declined from a month earlier, suggesting broader inflationary pressures remain tame.
A U.S. recovery turbocharged by President Joe Biden’s stimulus package will help power a faster than expected global economic upswing that risks leaving Europe behind, according to OECD forecasts.
The left-for-dead value trade has roared back to life to wipe out all its pandemic losses, with its revival reshaping the $2 trillion world of factor investing.
Dirt-cheap fares are popping up from airlines brave enough to expand or start out amid the Covid crisis, as they try to eke out sales and get a jump on competitors that have pared back operations.
Headline CPI inflation is almost certain to rise above 3% in June and July, according to Jeffrey Gundlach. It could even top 4%, he said, which would “really spook the bond market.”
Every year. Every day. I teach clients that they must choose one of two paths to complete their Medicare coverage.
To use Asset-Map for business development, your first step is to identify a proponent of Asset-Map so that they use it and experience its effectiveness and value. The question is how to get to that point.
The temptation to offer solutions for those facing a problem is overwhelming. Therein lies the trap for unwary advisors.
I lost one of my long-term clients over a political disagreement. He criticized the delayed openings in our state, yelled about the inflation that will be coming and then told me I didn’t even like Dr. Seuss!
Very few of my financial advisor clients are less overwhelmed than pre-COVID.
In my 1,000+ interviews with financial advisors over the past 15 years, frustration with a lack of COI referrals is one of the most common refrains I hear.
Here’s how I was enticed to make a large purchase at a magic shop and what that means for marketing your advisory firm.
With Democrats on the verge of passing an almost $2 trillion stimulus bill and Covid-19 vaccinations moving ahead, the U.S. economic outlook is much sunnier than it looked in early January.
A rapid souring in financial markets on Monday highlights how even the most positive news for the world economy is no fillip to risk assets weighed down by the anchor of the global bond market.