“This is the part when I say that I don’t want ya,” is the catchy chorus of a current radio hit. No, I am not referring to the bear as titled, but to the level of our collective deception. Needless to say that I have no clue what...

So-called “active share” metrics may point to the extent, and cost, of active management in a fund, but other measures can sometimes give more transparent details

Even after last week’s Federal Reserve meeting, it’s still anyone’s guess as to when the Fed will increase interest rates – some say the move will come this spring, others say by summer...

Just as people plan for the end of summer and the onset of winter, financial advisors should help clients to review and construct all-weather portfolios.

While the U.S. economy is gaining momentum, investors should nevertheless brace for volatility in the next few weeks.

It's hard not to get caught up in all the hoopla over the IPO of Alibaba, which comes to market on Friday and will raise a pretty staggering $21+ billion from investors...

Trust levels up 12 percentage points from last year as HNW increase allocation in alternatives and foreign investments

It is rather remarkable how we choose the “likes” of our daily lives. Many are counter-productive, not only limited to overeating or watching the scene of an accident. More often, preferences may be nothing else but the foundation of a...

I wonder if the issue of an independent Scotland would actually be something of a black swan for the U.S. and world financial markets? According to Reuters, the international news agency, investors this past month, August 2014, have pulled...