Investments

  • Attitudes Toward Retirement Are Shifting Attitudes Toward Retirement Are Shifting

    Yet Social Security, Inflation and Market Volatility Bewilder Many

    More than half (55 percent) of Americans are considering working during their retirement, and not simply out of necessity, according to Franklin Templeton's 2015 Retirement Income Strategies and Expectations (RISE) survey. read more
  • Positive Momentum in the Housing Market Stumbles Positive Momentum in the Housing Market Stumbles

    Despite strong labor market and attractive rates, promising market stalls

    Freddie Mac (OTCQB: FMCC) today released its updated Multi-Indicator Market Index® (MiMi®) showing that the U.S. housing market experienced some winter doldrums. read more
  • Meeting Income Objectives in Retirement Key for Target-Date Funds Meeting Income Objectives in Retirement Key for Target-Date Funds

    Active Management Rather Than Index-Tracking Preferred Investment Style 

    Retirement plan consultants say target-date funds should be structured to help workers meet their income objectives in retirement rather than be too focused on maximizing the size of their savings... read more
  • Fifty Shades of Write-Offs Fifty Shades of Write-Offs

    Small Businesses Get Creative During Tax Season

    Xero (@Xero), the global leader in online accounting software for small business, today released its Xero to Sixty Report, which examines the relationships between U.S. small businesses and accountants, and their attitudes towards tax season. read more
  • 3 Tax Saving Plans for Gold Investments 3 Tax Saving Plans for Gold Investments

    Will Gold Face Higher Taxation in Future?

    Adding to the confusion of extensive tax laws is the fact that they change, says gold financial strategist William A. Storum. In 2013, for example, new tax laws moved the highest federal income tax rate from 35 percent to 39.6 percent. read more
  • Don’t Let Your Clients Make These Financial Blunders… Don’t Let Your Clients Make These Financial Blunders…

    ...and leave their wallets empty

    To err is human, but when mistakes affect your pocketbook it’s not exactly divine. read more
  • Working Out A Safe-Money Strategy Working Out A Safe-Money Strategy

    How 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
  • Only 1/3 of Investment Organizations Have an Adequate Data Infrastucture Only 1/3 of Investment Organizations Have an Adequate Data Infrastucture

    Markets drive need for 'data dexterity'

    A new global survey commissioned by State Street (NYSE: STT) of 400 senior executives at investment organizations reveals that while 81 percent view data and analytics as one of their top strategic priorities, only 37 percent have advanced data infrastructure, expertise and high quality governance in place. read more
  • More Employers Offering Health Savings Accounts More Employers Offering Health Savings Accounts

    To Help Workers Save for Health Care Today and in the Future

    As American companies increasingly offer high-deductible health plans (HDHPs), many have paired them with health savings accounts (HSAs) to create a powerful combination that can help employers and employees tackle the ever-climbing costs of health care. read more
  • IMX Falls to Two-Year Low IMX Falls to Two-Year Low

    Investors exercise less exposure to equity markets and at the same time are net buyers in the new year

    TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (NYSE:AMTD), is today releasing the Investor Movement Index® reading for February 2015. read more
  • More Taxpayers Willing to Confirm ID, Answer More Questions to Combat Tax Fraud More Taxpayers Willing to Confirm ID, Answer More Questions to Combat Tax Fraud

    Consumers Willing to Providing Additional Documentation,
    Request Tax Preparers Meet Minimum Standards

    A survey from H&R Block (NYSE: HRB), the world's largest consumer tax services provider, found that 96 percent of consumers are willing to take action to combat tax fraud. read more
  • Welcome to the World of Taxes! Welcome to the World of Taxes!

    A philosophical introduction for new taxpayers

    by Francois Sicart

    When I started in the money-management business, in 1969, I inherited a largely European clientele who, it is fair to say, were more knowledgeable and sensitive about taxes than I was. read more