Investments

  • A Digital Account-Review Appoinment?
    A Digital Account-Review Appoinment?

    CLS Investments to Offer Quarterly Video Statements for Financial Advisors to Use in Client Reporting

    CLS Investments' personalized video statements are available on digital and mobile platforms and include a review of the individual's portfolio movements throughout the quarter, the most notable market activity from the previous quarter, and how CLS reacted to said activity.
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  • Wise Giving…
    Wise Giving…

    Data Shows Lack of Understanding, Scrutiny Amongst Donors

    New data on how Americans donate to charities pinpoints a lack of donor understanding and the need for simple tools to help donors give wisely. The study reveals that Americans consider finances to be the most important indicator of trust, which is a misguided review of a nonprofit organization according to the BBB Wise Giving Alliance.
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  • Short Term Bounce or Longer Term Trend?
    Short Term Bounce or Longer Term Trend?

    U.S. Small Cap Stocks Have Staged a Comeback in October

    U.S. Small Cap Stocks Have Staged a Comeback in October SEATTLE, WA–(Marketwired – Oct 27, 2014) – U.S. small cap stocks, as reflected by the Russell 2000® Index, returned more than 4% in the eight trading days ended October 22 as compared to U.S. large cap stocks, as reflected by the Russell 1000® Index, which ...
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  • Trending: Surge in Confidence Among Institutional Investors
    Trending: Surge in Confidence Among Institutional Investors

    US institutions foresee increase in market volatility, while Europe and Asia expect decrease

    Confidence has returned among institutional investors worldwide, according to a new survey by Pyramis Global Advisors.
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  • 4 Reasons Giving is Good for You
    4 Reasons Giving is Good for You

    Philanthropist Says Money CAN Buy Happiness – But Only When You Give It Away

    Many Americans are choosing to hold onto their money these days, a lesson learned from the 2008-09 financial crash. It’s good to have savings – but not to the point of hoarding, says entrepreneur and philanthropist Tim McCarthy, author of Empty Abundance.
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  • America’s Giving Genie
    America’s Giving Genie

    Ninety One percent of America's millionaires engage in charity annually

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "Doing well at doing good," revealing the giving habits of wealthy investors. In spite of the recent economic uncertainty, America's "giving gene" remains intact, and donations of money have actually increased.
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  • Putting Market Corrections Into Perspective
    Putting Market Corrections Into Perspective

    As pullbacks tug on our purse-strings, history supports a calming view

    Markets posted another week of losses amid continued fears, though markets trimmed losses on Friday on better-than-expected earnings results from top companies. For the week, the S&P 500 lost 1.02%, the Dow fell 0.99%, and the Nasdaq dropped 0.42%.
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  • Federal Reserve’s Focus – Not Just Jobs, but Wage Growth?
    Federal Reserve’s Focus – Not Just Jobs, but Wage Growth?

    All about the monetary policy...

    by James Frischling, President and Ron D’Vari, CEO, NewOak

    When it comes to what’s driving the markets, the Federal Reserve and its monetary policies is the topic most talked about. And whether you believe that the multiyear rally was driven by the Fed or that the future of the markets will be determined by the Fed’s policies, the debate goes on.
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  • Fear Of Running Out…
    Fear Of Running Out…

    Overwhelming Majority of Consumers Have FORO- Fear of Running Out of Money

    As the children across America select their scary Halloween costumes, their parents are experiencing real-life fears. A recent poll conducted on the National Foundation for Credit Counseling® (NFCC) website, www.NFCC.org revealed that 92 percent of respondents have a fear of running out of money (FORO).
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  • Income Inequality the Cost of Free Market?
    Income Inequality the Cost of Free Market?

    President Obama's chief economic advisor argues that rising inequality could be reversed without sacrificing productivity or growth

    Jason Furman, chairman of President Obama's Council of Economic Advisers documents the alarming stagnation of middle-class incomes, but contends that the growing fissure between the rich and everyone else need not be accepted as the price of the free market system.
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  • U.S. Investors Focused on Quality, Lower Risk & Value in 2014
    U.S. Investors Focused on Quality, Lower Risk & Value in 2014

    Combined style indexes provides a more nuanced picture

    Value- and defensive-oriented stocks have outperformed their growth- and dynamic-oriented counterparts year-to-date and month-to-date as of October 13 across U.S. large- and small-cap stocks as reflected by the Russell 1000® and Russell 2000® Value-Defensive Indexes®.
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  • Pitfalls of Target Date Funds… and some proposed replacements
    Pitfalls of Target Date Funds… and some proposed replacements

    A half-gainer into a river of high risk?

    by Steve Selengut

    The LinkedIn Group Communities are abuzz with the idea that, even as popular as they have become, Target Date Funds (TDFs) are just not wonderful after all… Several fixes have been proposed. I’ve done so myself, as you know. This one is from plansponsor.com “A Better Option than Target Date Funds” and needs some cautionary commentary.
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