Investments

  • The RMD is Coming! The RMD is Coming! The RMD is Coming! The RMD is Coming!

    Is your retirement income program ready for you?

    by Steve Selengut

    All of us are approaching retirement, many of us are already there, and some of us (myself included) are thinking about the ultimate IRS slap-in-the-face... read more
  • ETF Business Opportunities Are Rapidly Expanding ETF Business Opportunities Are Rapidly Expanding

    New Generation of Funds Emerge; 'Active ETFs'  Trending ETF 2.0

    Twenty years after their introduction in the investment industry, Exchange Traded Funds (ETFs) are evolving and gaining momentum more rapidly than in the past, according to the report "ETF 2.0: Six Trends Shaping the Next Generation," released today by SEI (NASDAQ: SEIC). read more
  • What Are These Central Banks Doing? What Are These Central Banks Doing?

    Positive global economic moves still eclipsed by geo-politics

    Markets ended the week in the black for the first time in 2015 on the back of major moves by multiple central banks. For the week, the S&P 500 gained 1.60%, the Dow grew 0.92%, and the Nasdaq added 2.66%. read more
  • A Simpler, Fairer Tax Code A Simpler, Fairer Tax Code

    Administration looks to responsibly invest in middle class families

    Middle class families today bear too much of the tax burden because of unfair loopholes that are only available to the wealthy and big corporations. In his State of the Union address, the President will outline his plan to simplify our complex tax code for individuals, make it fairer by eliminating some of the biggest loopholes, and use the savings to responsibly pay for the investments we need to help middle class families get ahead and grow the economy. read more
  • U.S. Employment and Wage Growth Improving Faster Than Expectations U.S. Employment and Wage Growth Improving Faster Than Expectations

    The Principal: Data reveals accelerating growth in key economic data

    U.S. Government estimates on the state of the economy may be overly conservative in the area of wage growth, according to a new analysis from Principal Global Investors. “It is worth noting, The Principal data is different than the government’s. read more
  • Investment Horizon: Higher Volatility, Continued Strong U.S. Growth Investment Horizon: Higher Volatility, Continued Strong U.S. Growth

    Geopolitics, European economy top risks to equities

    Investment managers overwhelmingly expect market volatility to increase in the first half of 2015 and remain concerned about geopolitical risk and a slowdown in Europe, but those issues do not alter a generally positive view of U.S. economic and corporate profit growth, according to a quarterly survey conducted by Northern Trust Asset Management. read more
  • Women Investors: Toss the Piggy Bank, Be Less Risk Averse Women Investors: Toss the Piggy Bank, Be Less Risk Averse

     Research Shows Women’s Investment Anxiety Thwarts Financial Goals

    New research into women investors offers financial advisors insights to address the needs and growing demands of this varied market segment, especially risk-averse women investors who hold too many assets in cash, according to Hearts & Wallets, the preeminent financial research resource for understanding consumer savings and investing needs and behaviors. read more
  • Investor implications of QE by the ECB Investor implications of QE by the ECB

    Will Europe be the new Banana Republic?

     

    Is European Central Bank (ECB) head Draghi’s determination to purchase government bonds turning Europe into a banana republic? What are the implications not only for the euro and U.S. dollar, but gold, stocks and bonds? read more
  • Mortgage Credit Determinants: Traditional Income or Down payment? Mortgage Credit Determinants: Traditional Income or Down payment?

    Banks do not seem eager to create more mortgage availability

    by Ron D’Vari, CEO, James Frischling, President, & Roger Pietka, AssociateNewOak

    Government-sponsored enterprises (GSEs) have been promoting credit-availability mortgage products since last October and are supporting 97% loan-to-value (LTV) mortgages. However, the banks are not convinced of the wisdom of such products as evidenced by Bank of America CEO Brian Moynihan’s statement at the bank’s investor conference. read more
  • 7 Emerging Economic Themes for 2015 7 Emerging Economic Themes for 2015

    A global, geo-political view

    With support from Washington, shale technology in the US has the potential to continue to boost economic activity and create jobs,” says LaBrecque. “In 2014, we hit our lowest level of dependency on OPEC in 29 years. read more
  • Investors Rank “Clear Pricing” and “Low Fees” No. 1 Investors Rank “Clear Pricing” and “Low Fees” No. 1

    Despite Desire for Fee Clarity, Less Than One in Four Understands How Primary Provider Earns Money

    Investors rank “clear and understandable pricing” as their No. 1 Investor Want for investment providers – yet less than one in four has a good understanding of how their primary provider earns money – in a survey of approximately 5,500 U.S. households nationally by Hearts & Wallets, the preeminent financial research resource for understanding consumer savings and investing needs and behaviors. read more
  • Soaring Dollar, Plunging Oil – Do we win or lose? Soaring Dollar, Plunging Oil – Do we win or lose?

    Seeing the Forest for the Trees

    Seeing the Forest for the Trees   January 13, 2015 –(BUSINESS WIRE)–Mesirow Financial’s Chief Economist sorts out the winners and losers as a result of plummeting oil prices. For consumers, it is effectively a back-door wage increase that puts more spending money in their pockets, but quite a different story in the energy sector. Diane ... read more