Too Little Progress Is Being Made to Financially Prepare Workers
Retirement readiness is a shared responsibility
A new report released today from Transamerica Center for Retirement Studies® (a division of the Transamerica Institute®, a nonprofit, private foundation) in collaboration with the Aegon Center for Longevity and Retirement illustrates the global challenges related to sufficiently preparing workers financially for retirement. read more
New CFPB Rule Should Increase Class-Actions (And Everything That Comes With Them)
Is the process rigged against the consumer?
by Timothy Bernstein
A new rule proposed by the Consumer Financial Protection Bureau (CFPB) is about to make it considerably harder for companies to divert customers into arbitration, a process CFPB believes is unfairly rigged against the consumer. read more
Crowdfunding and the JOBS Act: What Investors Should Know
Surviving in the new frontier of investing
Investors can now buy securities through crowdfunding. "Crowdfunding" generally refers to the use of the Internet by small businesses to raise capital through limited investments from a large number of investors. read more
Investors Are Becoming More “Bearish”
They're scaling back expectations of returns, seeking value-creating businesses
Recent volatility in global equity markets has led to an uptick in bearishness among investors, according to a survey released today by The Boston Consulting Group read more
Ten Common Success Traits for Building and Sustaining Wealth
77 Percent of High Net Worth Surveyed Came From Low- to Moderate-Income Families
The 2016 U.S. Trust Insights on Wealth and Worth® survey released today found 10 common success traits that create a picture of modern day wealth in America. read more
Global Consumer Confidence Reflected Divergent Trends Around The World
U.S. consumer confidence remained resilient at 110; China decreased 2 Points;
India (134) and Indonesia (117) are bright spots among Asian growth markets
Global consumer confidence remained stable in the first quarter and below the optimism baseline score of 100, edging up one index point to 98 read more
Precisely Wrong on Dollar, Gold?
Don't look now, but the 'barbarous relic' may be en vogue again
by Axel Merk
Since the beginning of the year, the greenback has shown it's not almighty after all; and gold - the barbarous relic as some have called it - may be en vogue again? read more
What Investors Should Know about Crowdfunding
Amid all the buzz, it's still 'buyer beware'
Starting on Monday, May 16, investors will be able to buy securities in early-stage companies through crowdfunding. read more
Lifestyles of the Rich and … Misguided?
Four Flawed Beliefs That Threaten the Lifestyle and Life-Electives for Ultra-High Net Worth Investors
Four Flawed Beliefs That Threaten the Lifestyle and Life-Electives for Ultra-High Net Worth Investors WALNUT CREEK, CA–(Marketwired – May 13, 2016) – Pillar Wealth Management, LLC, a private wealth management firm to affluent families — some of whom attained wealth reaching $400 million — has published a timely new article that reveals four flawed beliefs ... read more
Is the Booming Legal Pot Industry a Good Investment?
This Colorado Firm Says Yes
The cannabis industry has transformed from an "interesting curiosity" into a booming market. read more
When Is a “7% Return” Not a 7% Return?
Answer: Most of the Time
by Gregg S. Fisher, CFA
Let’s say you make a $100,000 investment in stocks that compounds at 7% per year (which is not far from what US equities have historically returned), and you hold onto that portfolio for 25 years without adding or withdrawing funds.
Five Steps Investors Can Take to Anticipate and Manage Climate Change Risks
No longer perceived as a 'tail risk,' uncertainty of threat is real
In the face of the real and perceived risks emanating from climate change, smart institutional investors should consider taking five steps both to defend against long-term market risks and to look for attractive investment opportunities in emerging sectors and technologies, according to global investment advisor Cambridge Associates. read more
What’s Bugging Advisors?
Volatility, political & regulatory changes surge as top concerns;
A renewed focus on diversification, planning for the long-term
Financial advisors were most concerned about market volatility in Q1 2016, according to the latest Fidelity® Advisor Investment Pulse study.
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