Historical data undercut these rules of thumb.

Helping reduce your clients’ tax liability is instrumental to growing their assets and helping them achieve their financial goals.

Ten-year U.S. Treasury yields have been locked between 2.01 percent and 2.63 percent in 2017 -- a measly 62 basis points. That’s the tightest trading range since 1965.

The Fed's efforts to boost longer-term yields will be like pushing on a string.

Investors who are betting on a significant Fed boost may end up disappointed.

Deflation is not on the horizon.

REITs are on track this year to raise most equity since 2013.

Bankruptcy did little to damage sentiment toward the credit sector.

Equity returns will drop to 5 to 8 percent per year, while those for bonds will decline to 2 to 3 percent, according to Vanguard's Nathan Zahm.

“The question that we all ask ourselves all the time is once that excessive accommodation by global central bankers reverses, how much of a challenge is it to global fixed income?”