Mar 03, 2015

Take a breath. Investors’ risk appetite may not yet be piqued.

Mar 02, 2015

A monthly benchmark of financial advisors’ confidence in the economy and markets. A reading below 100 indicates pessimism, over 100 indicates optimism. REACTION FROM OUR PANELISTS “While the economy should continue to trend along at recent ...

Advisor Confidence Drops Off in February

Mar 02, 2015

While financial advisors started out the year more optimistic than they had been in all of 2014, their confidence in the U.S. economy turned negative in February. At the same time, advisors’ short-term outlook on the markets trended up...

Of Rigged Markets and Profitable Emotions

Feb 26, 2015

It is not important to beat markets, but rather to accomplish personal goals under consideration of the right risk/reward when choosing an advisor or investment

Americans Are Saving More … Or Are They?

Feb 26, 2015

It's getting harder and harder to climb the savings ladder. | Phil Ashley/Photodisc/Thinkstock The average U.S. household savings rate increased from about 5 percent in 2013 to 6 percent in 2014, according to a new study by Hearts & Wallets...

Are Risk Parity Funds Worth The Cost?

Feb 24, 2015

A strategy used by institutional investors to preserve capital is now easily available to individuals via retail funds. But do they perform as advertised?

What's Up (Down) With Bonds?

Feb 20, 2015

Bond ETF holders are bailing

Shut off the Noise, Hear the Risks

Feb 20, 2015

At this point in time, volatility in the fixed income market may represent a greater risk than the potential for a sustained increase in rates.

The Glass Ceiling on Rates

Feb 20, 2015

At 233 percent, the amount of debt as a share of GDP, excluding the financial sector, is among the highest since data became available in 1947.

Size Kind of Matters

Feb 19, 2015

It may not be a disadvantage to simply forgo an allocation to larger companies and focus on the right 'hand-picked' small-cap exposure to capture excess market returns