Investments

  • Hot August: Russell U.S. Indexes Reflect Shift to Small-Cap Growth Outperformance
    Hot August: Russell U.S. Indexes Reflect Shift to Small-Cap Growth Outperformance

    U.S. Small Cap Valuations Have Decreased in 2014; Russell 2000® Index Turns Positive for the Year

    U.S. equity markets had a notable shift in performance during the month of August as of August 26th, with small-cap, growth-oriented stocks outperforming their large cap, value-oriented counterparts. In addition, current U.S. small cap equity market valuations as defined by one year ahead forecast price-earnings ratio have decreased more than 10% in 2014.
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  • Hesitation, Despite Pockets of Resilience
    Hesitation, Despite Pockets of Resilience

    Amid conflicting indicators, D&B downgrading real GDP forecast to 2.9%

    Dun & Bradstreet (NYSE:DNB), the world’s leading source of commercial information and insight on businesses, today released the September 2014 U.S. Economic Health Tracker which provides a monthly, multi-dimensional perspective on the U.S. economy, including small business health, total job growth, and overall U.S.
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  • The Psychology of Debt
    The Psychology of Debt

    Stress-Testing Canadians as They Plan to Pay Off Their Debts in Seven Years

    The BMO Financial Group, in Montreal, this week released a report on the psychology of Canadians, revealing how much debt they expect to take on within the next year, how long they expect to carry debt, and how it is affecting their daily life.
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  • Why Do Americans Find It So Hard To Talk About Money?
    Why Do Americans Find It So Hard To Talk About Money?

    Mum's the word on retirement planning

    When it comes to conversation, Americans would rather talk about their own death and the birds and the bees instead of talking with friends and family about money, and that more than two in five Americans have not spoken to anyone about their retirement. Those findings are highlighted in Northwestern Mutual's 2014 Planning and Progress Study, an annual research project that explores attitudes and behaviors toward finances and planning.
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  • Women Showing Greater Commitment to Retirement Savings
    Women Showing Greater Commitment to Retirement Savings

    MassMutual: Eclipsing men in responding to retirement savings initiatives, catching up on savings

    Women have long trailed men when it comes to retirement savings but new data from MassMutual Retirement Services shows that women are responding to the challenge and are closing the gap.
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  • AIG Releases 2013 Corporate Citizenship Report
    AIG Releases 2013 Corporate Citizenship Report

    Commitment to long-term sustainability

    American International Group, Inc. (NYSE:AIG) today announced the release of its 2013 Corporate Citizenship Report, which showcases the company’s governance, environmental, and social performance, as well as its commitment to long-term sustainability.
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  • Ben Bernanke to Speak at 24th NIC National Conference
    Ben Bernanke to Speak at 24th NIC National Conference

    Former Fed Chair to discuss economic recovery and trends impacting seniors housing and care

    The National Investment Center for the Seniors Housing and Care Industry announced that Dr. Ben Bernanke, former chairman of the Board of Governors of the Federal Reserve System, will join NIC as the keynote luncheon speaker on Oct. 2, during the 24th NIC National Conference in Chicago, October 1 -3, 2014.
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  • Voya Kicks Off Annual Women Advisors Network Forum
    Voya Kicks Off Annual Women Advisors Network Forum

    Inspiring & encouraging professional women

    Voya Financial’s broker-dealer, ING Financial Partners, is holding its sixth annual Women Advisors Network Forum from August 25-28 in Baltimore, MD. This event gathers female financial advisors for professional development, networking and camaraderie with each other, Voya executives and industry leaders.
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  • Economists: Labor Market is Growing Less “Fluid”
    Economists: Labor Market is Growing Less “Fluid”

    A key focus at Jackson Hole annual economic symposium

    Despite lingering concerns about the Ukrainian crisis, markets picked up steam last week, giving the Dow and S&P 500 their best weekly performance since April. For the week, the S&P 500 grew 1.71%, the Dow gained 2.03%, and the Nasdaq rose 1.65%.
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  • FINRA Files Complaint Against Wedbush Securities
    FINRA Files Complaint Against Wedbush Securities

    Charges Systemic Market Access Violations, Anti-Money Laundering and Supervisory Deficiencies

    The Financial Industry Regulatory Authority (FINRA) announced today that it has filed a complaint against Los Angeles-based Wedbush Securities Inc. for systemic supervisory and anti-money laundering (AML) violations in connection with providing direct market access and sponsored access to broker-dealers and non-registered market participants.
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  • What’s Your Exit?
    What’s Your Exit?

    Investors mull their options... should things go 'south'

    by Axel Merk

    Are your clients prepared for an “exit”? If the Fed pursues an “exit” from ultra low interest rate policy, are you prepared for an exit from the stock market should things turn south?
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  • Seven Cardinal Rules to Retirement Planning
    Seven Cardinal Rules to Retirement Planning

    Independent & Credentialed Advisors May Better Tailor Individual Portfolios

    An onslaught of retiring baby boomers; the uncertain duration of Social Security funding; difficulty with workplace retirement accounts like 401(k)s – even if these factors were stronger than they are now, you’d still have a heavy burden in managing your finances during retirement, says financial planner Carl Edwards. “Financial planning for retirement has always been a daunting prospect; the current landscape simply makes your preparation that much more crucial in using your assets well,” says Edwards, a highly credentialed consultant and owner of C.E. Wealth Group, (http://www.cewealth.com).
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