In 2010, the legislature, Internal Revenue Service and courts were busy dealing with retirement benefit issues. Congress expanded designated Roth accounts (DRACs) to church and governmental plans and gave employees who participate in elective...
A few months ago, Federal Reserve Chairman Ben Bernanke made headlines when he coined a new catchphrase by describing the economic outlook as unusually uncertain. Although he was talking about the economy, his remark applied with equal force to...
Tarek Helal, Raymond James, CFA, vice president of Product Development & Research in the Alternative Investments Group
As we look ahead to 2011, we obviously don't know for sure what markets will bring us. But the greatest risk clients face is trying to avoid risk altogether.
The New Year will bring continued downward pressure on asset management fees. Will you keep the change or pass the saving through to your clients?
Investors always have to ask themselves if their notions are timely, but with gold, it's especially critical. Is it just too late in gold's bull market to justify the risk of entry? You might think that the array of metrics available to financial...
Although they make up a third of the market’s total capitalization, mid caps only account for 15 percent of the assets in equity mutual funds.
