Articles

Even those who think they have their retirement planning in hand can use someone to keep them from making a costly mistake (From the Wall Street Journal) My question is about financial advisers. Specifically: Do I need one? I know that such help is important, but.... Read More...

Small business owners are driving a continuing increase in the adoption of cash balance retirement plans, and those plans are leaving growth of new 401(k)s in the dirt. According to...  

Bernstein told its clients the widely-followed portfolio formula used by retirement funds is obsolete, warning that investors will need to be more active to meet their objectives in the future. The so-called 60/40 rule, emerging during the 1950s, aimed to provide solid returns, diversification and the benefits of lower volatility across market cycles. But the…

As market gets shakier, passive funds might not be the best bets. Spring is a season of hope and uncertainty. Will the corn crop grow tall this year? Can Zac Efron resuscitate Baywatch? But nowhere is hope and uncertainty felt more keenly than among Wall Street’s stockpickers, who are emerging from a winter of discontent…

The bill to overturn the Affordable Care Act wasn’t the only thing tested lately. As labels go, “America first” is coming under some strain, at least in the stock market. The U.S. stock market has been the undisputed world heavyweight champ: Since the 2009 bear-market low, the SPDR S&P 500 exchange-traded fund (ticker: SPY) has…

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It’s often said that the thing stock markets abhor most is uncertainty, and judging by the action overnight in the U.S. and around the world traders were caught by surprise when Donald Trump’s bombastic.... Read more...

Global growth surprises ahead Key points Our new economic indicator implies positive growth surprises ahead. Separately, we have cut our short-term view of U.S. munis to neutral. Daily moves between U.S. stocks and bonds have become... Read More...

Automated investing services, known as robo-advisors, offer low-cost portfolios designed for each investor's risk tolerance — but the bespoke nature of the investments make them difficult... Read More

In the wake of the great financial crisis, an improving economy and unprecedented monetary policy bolstered asset prices and suppressed market volatility. Many who benefitted from this trend assumed that it would continue indefinitely. However, that assumption was shattered by the recent turbulence across global financial markets. We believe the era of low volatility may…