The political news culture that favors words over deeds, clicks over content and headlines over discussion effects fiduciary care. We are at a low ebb.
For traditional fixed-income investors seeking higher yield and/or inflation protection, private, senior secured, sponsored debt provides an attractive alternative.
Less than a month after I recommended that an organization – specifically NAPFA – set new membership standards regarding an RIA firm’s revenue model, one has risen to take up the challenge.
Twitter Inc. employees around the world began getting notifications that they were locked out of their work accounts, a week after billionaire Elon Musk took over the company promising sweeping changes.
Europe’s top ESG fund class may be close to reaching a tipping point.
It took 16 months to pay off my husband’s student loans after we got married.
A quiet confidence is emerging amid the gloom of Europe’s energy crisis.
Cash is king, with investors fleeing to the safety of cash funds at the fastest pace since the coronavirus pandemic as the Federal Reserve remains firmly hawkish, according to strategists at Bank of America Corp.
Buying a dividend is a market-structure risk that costs investors billions in unnecessary taxation.
I’d like to share an example of what happened when one of my clients chose the wrong provider.
Wall Street money managers looking to pile back into Treasuries after months of losses will have to contend with a Federal Reserve that stands ready to raise the stakes every step of the way.
How could the poor world in the global south become as rich as the rich nations of the north?
US worker productivity barely increased in the third quarter after steep declines in the first half of the year, though enough to slow the pace of labor cost growth.
Bitcoin has shed more than half its value this year, and yet the selling may not yet be over.
Some 16 million applications for student debt relief will be approved by this week, provided the White House plan survives court challenges, President Joe Biden said Thursday.
The US Treasury won’t buy back government debt to shore up market functioning before May 2023, if ever, analysts are saying.
Exit interviews don’t often yield enough information to answer why your people leave.
Here are five actionable areas for IT protection in 2022-2023.
About 90% of this year’s S&P 500 loss was attributable to higher interest rates.
With energy prices soaring, thanks partly to Russia’s invasion of Ukraine, countries around the world have been experimenting with a hodgepodge of interventions to ease the pain, including consumer subsidies, price regulation and ad hoc nationalizations.
Securities and Exchange Commission Chair Gary Gensler recently gave a speech called “Competition and the Two SECs.”
Construction of solar and wind farms needed to purge planet-warming fossil fuels from the grid slowed sharply this year as trade issues, tax uncertainty and supply-chain disruptions stifled development.
Wall Street had already come to terms with prospects that the Fed would again raise interest rates by 75 basis points.
Twitter Inc. is set to charge users $8 per month for the privilege of having the blue-tick honorific put on their account.
Jerome Powell’s Federal Reserve did something Wednesday it hadn’t done for months: say something dovish. Investors had all of 30 minutes to celebrate.
Federal Reserve officials signaled their aggressive campaign to curb inflation could be entering its final phase even as they delivered their fourth straight 75 basis-point interest-rate increase.
As we approach the end of 2022, investors are hoping that inflation will fall in 2023 and lead the Federal Reserve to pause and perhaps reverse some of its interest-rate hikes. The looser financial conditions would then allow for accelerating economic growth and a better year for financial markets.
As this year’s bruising stock selloff wiped about $1 trillion from the US exchange-traded fund industry, the same turmoil was powering one young breed of fund to its most-explosive growth yet.
The American attempt at an industrial policy to build electric vehicles and batteries has, once again, fallen flat.
Never mind that this is all currently theoretical, or that Dogecoin has glaring flaws that would be only further exposed if it gained traction.
It’s a little more than halfway through third-quarter earnings season in the US and projections of a looming economic apocalypse still aren’t reflected in corporate outlooks, as many stock-market bears expected.
Series I savings bonds issued over the next six months will pay a yield of 6.89%, down from a record high as inflation shows some early signs of cooling.
As veterans of this male-dominated industry, we have faced our fair share of challenges and uncertainty. However, that led us to venture out on our own and start solo planning firms.
I will share some insights for leaders in large and small firms to make change happen, manage results and continue to grow your businesses.
If you believe that 1% of AUM is transparent, you’re overlooking one obvious thing. Most of your prospects struggle to do basic math in their head. Spell it out in hard dollars!
There’s a lot of misinformation about soliciting reviews from clients.
It’s generally accepted among economists and investors that the Federal Reserve has an impossible task of getting inflation under control without broad and lasting damage to the economy.
Some student loan borrowers are starting to receive refund checks from the government, even as President Joe Biden’s forgiveness plan is tied up in court.
When you have radiotherapy for prostate cancer, you need to drink a lot of water so that your bladder is “comfortably full.
To learn how an economist really thinks, ask them which mainstream economic idea bugs them most.
There is an adage about three generations of wealth – the first generation makes it; the second generation maintains it and the third generation spends it.
Small businesses have an alternative to 401(k) plans. A cash-balance plan has much higher contribution limits and is a powerful tool for those needing to accelerate retirement savings.
An old saying reminds us, “There’s no lesson in the second kick of a mule.” Once you have learned something the hard way, nothing can be gained by repeating the experience.
Aligning your stated values and your spending (a core tenet of ESG investing) is something I encourage as part of financial wellness. But it isn’t always easy to do.
Build a scalable marketing plan that focuses on repurposing your content.
This year has been disastrous for stock and bond investors. But things are not as grim when viewed in a financial planning context that considers how the assets will be used, i.e., the liability or expense side of the household balance sheet.
The final day to get Series I savings bonds at a record 9.62% yield has come and gone.
Mark Zuckerberg built Meta Platforms Inc. into one of the biggest companies in the world, but some investors now see him as an obstacle to the stock recovering from a historic selloff.
Elon Musk has wasted no time in showing the world that Twitter Inc.’s new sheriff is in town — or rather its “chief twit” is. That was his new Twitter bio last week when he walked into the company’s San Francisco headquarters holding a sink, a gag prop for a tweet.
There’s no sugarcoating the stock market’s 20% plunge, but there is a small consolation prize: You have one of the best opportunities in years to lower your tax bill.
