George King, head of portfolio strategy at RBC Wealth Management, says there are a lot of tailwinds for key developed markets and discusses the fixed income market.
Europe’s economy appears to be moving in the right direction, but are equities in the region overvalued and which areas should investors leave well alone?
There are several types of life insurance available, and a life insurance policy can be tailored to an individual?s unique situation and specific needs.
The FOMC meeting and Janet Yellen's press conference moved the currency market. Should investors care? (A strengthening #dollar can indicate growth elsewhere. Will you change your asset allocation in foreign markets?
With retirement, one sometimes sees the terms accumulation and decumlation. The accumulation phase is the pre-retirement period when we work and save for retirement. Upon retiring, decumulation begins.
Ready access to financing is the lifeblood of most small businesses. Yet the National Small Business Association (NSBA) reports that many small business owners are not getting access to the credit they need.
Bond Buyer Strategists Clash Over Duration-Risk Management Bond Buyer Municipal strategists are recommending non-traditional ways to manage the risk of rising interest rates after a surge in the price of short-term bonds.
Mario Gabelli named his microcap fund �Mighty Mites� after a football league for youngsters, with the idea that his stocks, like the players, would get bigger and move up to a higher level.
Gabelli, a bargain-hunter who buys stocks he deems inexpensive, has found enough picks that graduated to the next level, giving the $1.3 billion Teton Westwood Mighty Mites Fund the best-risk adjusted performance among U.S. equity funds over the past decade, according to the Bloomberg Riskless Return Ranking.
Valley Forge, Pa.-based Vanguard reports that the average 401(k) participant invests 60 percent of his or her account balance in index funds.
The study, which looked at defined contribution accounts from 2004 to 2012, found that this percentage doubled for the time period analyzed. This is largely due to the growing popularity of index-based target-date funds, says Vanguard.
The report also found that the assets in actively managed funds, such as money market funds, stable value funds and company stock, declined significantly over the eight-year period.
In 2004, 39 percent of participants were invested exclusively in active funds.
Bonds: Buy, sell or hold? MarketWatch Founder of Merriman Wealth Management, a Seattle-based investment advisory firm, he is the author of numerous books on investing: "Financial Fitness Forever," "Live It Up Without Outliving Your Money," and the...
http://kinderinstitute.com George Kinder of The Kinder Institute of Life Planning Nationally recognized as the father of the Life Planning movement, George K...
After Waze’s success validated the power of crowd knowledge, a startup called FeeX wants to apply it to a different problem area of our lives -- retirement plans. FeeX, a company aiming to help peo...
Financial Post Hundreds rush to rural Chinese banks after solvency rumors Reuters The case highlights the urgency of plans to put in place a deposit insurance system to protect investors against bank insolvency, as Chinese grow increasingly nervous...
AFP UK to Sell $7 Billion Lloyds Bank Stake to Money Managers Bloomberg The U.K. government is selling a 4.23 billion-pound ($7 billion) stake in Lloyds Banking Group Plc (LLOY), its second disposal since rescuing the lender in the financial crisis.
An official at Canada’s top banking regulator says the country’s biggest financial institutions need to do a better job managing risks within their individual retail business lines, and communicating these risks to the board of directors.
Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt Bloomberg Credit Suisse Group AG (CSGN), which runs Asia's third-largest private bank, will step up lending to first-generation business owners as it seeks to build relationships with...
HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) Businessweek Pretax profit from private banking declined to $193 million from more than $1 billion a year earlier, when the company benefited from one-time asset sales, London-based...
Hong Kong Standard Credit Suisse to boost assets of Japan private banking business Reuters UK The second-largest bank in Switzerland is moving in the opposite direction of rivals like Societe Generale and Merrill Lynch, which have given up on their...
Business Insider Australia Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank New York Times The investment bank is examining several options, including a possible sale of the private bank in Switzerland, which has about 10 billion...
There are many advantages to Roth IRAs nut also many complicated rules surrounding them. Enter cash value life insurance, which can help clients maximize their tax-free income during retirement years.
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
To get content containing either thought or leadership enter:
To get content containing both thought and leadership enter:
To get content containing the expression thought leadership enter:
You can enter several keywords and you can refine them whenever you want. Our suggestion engine uses more signals but entering a few keywords here will rapidly give you great content to curate.