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  • Foreign Stocks Return to Life Foreign Stocks Return to Life

    2015 still young, but the tide has begun to turn

    by Gregg S. Fisher

    Early this year, many US investors were questioning the merit of investing in foreign stocks. Some even threw in the towel and sold their non-US holdings in the wake of a yawning gap in performance between US and international stocks read more
  • Death Tax Will Stay Despite House Vote Death Tax Will Stay Despite House Vote

    While it wasn't ever meant to be permanent, repeal will cost $270 billion

    On Thursday, April 16, the House voted 240-179 to repeal the federal death tax. In response to Congress, the President has threated to veto the repeal, leading most experts to predict a continuation of the long-standing tax. read more
  • End-of-Life Finances for Older Americans End-of-Life Finances for Older Americans

    For many, dying young means dying poor

    New research by the nonpartisan Employee Benefit Research Institute (EBRI) shows that a large percentage of individuals who died recently had little or no assets. Those who died relatively younger were even more likely to be in this situation. read more
  • Changing How You Perceive the Role of Your Investment Advisor Changing How You Perceive the Role of Your Investment Advisor

    What is the role of an advisor today?

    On the surface, when people think of an investment advisor, financial planner or retirement planner, what they think of is someone that’s going to assist them with making the selections of their stocks, bonds and mutual funds. read more
  • Paradigm & Paradox: How We Pass Down Financial Knowledge Paradigm & Paradox: How We Pass Down Financial Knowledge

    Majority of parents teach their kids about money,
    but fewer than half give them an allowance or open a bank account

    As part of Money Smart Week and Teach Children to Save Day, BMO Harris Bank today released results of its 2015 U.S. Parenting Study on how children are financially educated at home read more
  • Risky Business: Phishing and Smishing Attacks Risky Business: Phishing and Smishing Attacks

    Online-Invasion, usually through e-mail and text, can actually be easy to detect

    Phishing and smishing (text message phishing) attacks are pummeling email accounts worldwide, and it's foolish to believe that all are as transparent as the Nigerian prince scam (which continues to bear fruit, by the way, in old and new forms). read more
  • Wives Think They Have a Voice in Financial Decisions, but Husbands Don’t Agree Wives Think They Have a Voice in Financial Decisions, but Husbands Don’t Agree

    A clear difference in perception by gender

    The question to affluent investors was simple: "Who makes the financial decisions in your household?" But the disparity in opinion between male and female respondents was significant. read more
  • Americans Aspire to be More Financially Responsible… Americans Aspire to be More Financially Responsible…

    ...But fall way short on follow-through;
    People's intentions don't match their actions 

    A deep disconnect exists between what Americans know they should do financially and what they actually end up doing, according to the 2015 Northwestern Mutual Planning & Progress Study. read more
  • Insurers Struggling to Identify Attractive Investment Opportunities Insurers Struggling to Identify Attractive Investment Opportunities

    Survey Finds the Most Pessimism Among Insurers in Four Years

    Goldman Sachs Asset Management (GSAM) released its annual insurance survey, “Too Much Capital, Too Little Return,” which finds that while insurers believe the industry is well capitalized, finding attractive investment opportunities is increasingly challenging... read more
  • Life Insurers Follow Multiple Paths to Pursue Sales Life Insurers Follow Multiple Paths to Pursue Sales

    After a 2009 decline, sales are rising, though at a very slow rate

    This episode of A.M.BestTV examines the continuing flat sales that life insurers are encountering and what new distribution channels they are pursuing to entice consumers. read more
  • Working Out A Safe-Money Strategy Working Out A Safe-Money Strategy

    Retirees Can Take Steps To Protect Savings From Vagaries Of The Market

    As people creep into the retirement “red zone” – those years just before or right after they retire – it becomes more important than ever that they find ways to keep their savings safe. read more
  • A Paradox of Fiduciary: Watch-Group Calls Out Brokerage Firms A Paradox of Fiduciary: Watch-Group Calls Out Brokerage Firms

    PAIBA: Huge Disconnect Seen Between Brokerage Ad Claims and
    Tactics Used to Fight Aggrieved Investors

    A warning to consumers and a call for action from the federal government were sounded in March: Nine top U.S. brokerage firms – including Merrill Lynch, Fidelity Investments, Ameriprise, Morgan Stanley, Allstate Financial, and Charles Schwab – advertise in public as though they are trusted fiduciaries acting in the best interest of investors and then deny in non-public arbitration cases that they have any such duty to avoid conflicted advice, according to a new report from the Public Investors Arbitration Bar Association (PIABA). read more