Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and...
You can’t blame clients for being disappointed about the yields on fixed income portfolios. For much of the past year, 10-year Treasuries have been yielding less than 2 percent. Intermediate-term bond funds aren’t much better. The yield on iSh...
I am excited to earn 3rd Place for ETF Picks on Seeking Alpha – and I look forward to making my way to 2nd place!
Here is the link to my latest ETF research on Seeking Alpha.
The fiscal cliff was averted by lawmakers this week, prompting a rally in the stock market today, with the S&P 500 and Dow both up nearly 2 percent and the NASDAQ up 2.67 percent. But will the rally last?
If we look at historical data, we ...
Cognios Capital, LLCtoday announced the launch of the Cognios Market Neutral Large Cap Fund (COGMX & COGIX) – the firm’sinaugural mutual fund with a goal to provide individuals and institutions with an investment product previously...
Over half a century (and counting) working as a financial advisor, Laura Baron, 93, has seen the industry transformed. But, she says, it’s still a man’s world.
