Investments

  • Market Watch Market Watch

    More Record Highs and New Data

    Another week, another round of record highs. Despite concerns about how France's upcoming presidential election could affect the European Union's stability, U.S. stocks ended the week up yet again. read more
  • U.S. Small and Medium Enterprises Optimistic about Business Prospects in 2017 and Beyond U.S. Small and Medium Enterprises Optimistic about Business Prospects in 2017 and Beyond

    SMEs Forecast Increased Revenues & Profits, Plan to Focus on Domestic Expansion and Sales Growth to Drive Financial Performance

    Small and medium-sized enterprises (SMEs) in the U.S. and worldwide are optimistic about the economy and confident about their future business performance, according to the inaugural American Express Global SME Pulse. read more
  • Switzerland’s Investments Strengthen the U.S. Economy Switzerland’s Investments Strengthen the U.S. Economy On Thursday, Ambassador of Switzerland Martin Dahinden spoke about Swiss direct investment and job creation in the U.S. to members of Congress and the new administration-in short, highlighting Switzerland's strong economic footprint. read more
  • Nearly a Third of Non-Profit Institutional Investors Say They Make “Mission-Related” Investments Nearly a Third of Non-Profit Institutional Investors Say They Make “Mission-Related” Investments

    The Environment and Climate Change are Key Areas of Focus as Most Mission-Related Investors (Often Called Impact Investors) Intend to Increase These Allocations

    Mission-related investing, which includes impact investing and environmental, social and governance (ESG) investing, is gaining significant momentum among non-profit institutional investors, according to a survey by global investment firm Cambridge Associates. read more
  • Taxes, Trade, and Record Highs Taxes, Trade, and Record Highs

    While the balance between imports and exports is meaningful, the volume of trade matters greatly

    The political world has presented many topics of conversation lately. But one discussion has been relatively quiet: tax reform. read more
  • CFP Board Discloses Bankruptcies By CFP® Professionals CFP Board Discloses Bankruptcies By CFP® Professionals

    Offered as a consumer-information service only

    Certified Financial Planner Board of Standards, Inc. announces today the names of CFP® professionals who (i) have filed for protection or been named as a debtor in an involuntary bankruptcy petition that has not been dismissed under the United States Bankruptcy Code within the last five years and (ii) have (a) obtained confirmation of a plan under Chapter 11 or Chapter 13 of the United States Bankruptcy Code or (b) received a discharge under the United States Bankruptcy Code. read more
  • U.S. Exorbitant Privilege At Risk?! U.S. Exorbitant Privilege At Risk?!

    If the dollar is the world’s reserve-currency, tradition only goes so far

    If the road to hell is paved with good intentions, American’s exorbitant privilege might be at risk with broad implications for the U.S. dollar and investors’ portfolios. read more
  • Behavioral Interventions Helping Americans Budget Better and Save More Behavioral Interventions Helping Americans Budget Better and Save More

    New report one of the most significant applications of behavioral economics in field of LMI financial decision-making

    Common Cents, a financial research lab at Duke University and supported by MetLife Foundation, today unveiled its 2016 Annual Report. The report details findings from seven completed behavioral intervention programs and ongoing research begun in 2016. read more
  • As Private Equity Evolves, Traditional Performance Benchmarks Will Not Be Enough As Private Equity Evolves, Traditional Performance Benchmarks Will Not Be Enough

    "Investment-Level Benchmarks" Provide New and Important Insights for Investors

    Fund-level benchmarks, which institutional investors have relied on for decades to evaluate private equity managers and opportunities, no longer provide a complete picture, according to global investment firm Cambridge Associates. read more
  • Majority of Investors Will Increase Their U.S. Real Estate Investments This Year Majority of Investors Will Increase Their U.S. Real Estate Investments This Year

    Growth in U.S. Real Estate Market expected to continue through 2017 and beyond

    A majority of real estate industry leaders polled plan to increase their U.S. investments this year, as they expect continued growth in the U.S. real estate market in 2017 and beyond. read more
  • Breaking the Cycle of Aimless Inheritance Breaking the Cycle of Aimless Inheritance

    Thirty percent of benefactors report having a full plan for how they will hand estate down to next generation

    When it comes to giving and receiving wealth, most Americans have been and continue to be woefully unprepared, according to new research by RBC Wealth Management conducted in collaboration with Scorpio Partnership. read more
  • US RE Grabs Foreign Investors’ Intentions US RE Grabs Foreign Investors’ Intentions

    95% Will Maintain or Increase Investment Levels in 2017

    Ninety-five percent of the respondents to the new survey taken among the members of the Association of Foreign Investors in Real Estate (AFIRE) say they will maintain or increase their investment in the US. New York City is in its seventh year as the number one US city among foreign investors and is in its third year as top global city. read more
  • Learning To Dig The BIG Buy Low Learning To Dig The BIG Buy Low

    Corrections can be beautiful things

    by Steve Selengut

    Every correction is the same, a normal downturn in one or more of the markets where we invest. There has yet to be one that has not proven to be an investment opportunity. While everything is moving lower in price, as it is now, there is little to worry about. When the going gets tough, the tough must go shopping. read more