These sparkly precious jewels are pretty to look at, but should they be a part of your clients’ portfolio? Like any long-term alternative investment, there are both pros and cons to consider.
There are myriad ways to play the continuing downtrend in the price of gold. Which is best?
Some stock funds have used unusual strategies to beat their benchmarks. But can they repeat the showing?
With Smith Barney now completely under Morgan Stanley’s roof, the wealth management unit’s profit margin seems to be on the mend.
Liz Miller, CFA & CFP, President of Summit Place Financial Advisors, LLC, discusses fixed income's role in foundations.