Here's one way to evaluate equity research: Measure the impact it has on stock prices. Bespoke Investment Group, a financial research firm, did just that, and apparently, Robert W. Baird takes top honors. Out of 16 firms, Baird's upgrades impacted...
For decades, most financial advisors have clung to a central belief about asset allocation: The older you are, the more fixed income you should hold. Retirees should gradually shift away from equities, and into bonds, the thinking goes. That way...
Most clients wouldn't question the superiority of a 10-percent return over a 5 percent one. Or would they? For some accounts, it's not so much where they end up, but how they got there. Reporting gross returns even when they're not so gross gives...
A regal room, the perfect suit, a six-pack or an unassailable nest egg? Lucky for you, most people want the last thing on that list the most. At least, that's the implication of a report recently released by SIFMA and Artemis Strategy Group...
How Much Money Will I Need in Retirement? What's the number? Ask any financial advisor and he will offer you this rule of thumb: To live in retirement at your current standard of living, you will need about 75 percent of your pre-retirement income...
Ah, the benign indifference of numbers. If only we could regard them with a cold heart. Nearly every professional money manager claims that he does, that he invests bloodlessly that is, coolly and analytically taking positions according to his...
Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of the moneyed set. Of course, some funds get more love than others. According to the Luxury...
When 401(k) plans appeared in the 1980s, some Wall Street observers hailed the accounts as an innovative step in the evolution of capitalism: opening the capital markets to the small saver. Blue-collar workers could now buy and sell stocks and...
If you're looking for more billion-dollar prospects, you might want to relocate to China. The yuan-loving country has more billionaires than any other nation except the United States, according to researcher Rupert Hoogewerf, who compiles an...