Investments

  • US Housing Market: Positive Momentum to Continue US Housing Market: Positive Momentum to Continue

    Inventory leads list of positive trends

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

    For the first time since December 2013, U.S. home prices have declined by 0.09% on a non-seasonally adjusted basis, but they are still up 5.04% year-to-date, according to the latest Case-Shiller’s national index. read more
  • Majority of New 401(k) Participants Rely on Balanced, Target-Date Funds Majority of New 401(k) Participants Rely on Balanced, Target-Date Funds

    Study: Equities Continue to Be the Dominant Investment Among Plan Participants

    The evolution of 401(k) plan designs has resulted in a significant increase in the use of balanced funds, including target-date funds, by recently hired 401(k) plan participants in 2013 compared with recently hired participants 15 years ago, according to a newly updated annual report by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). read more
  • How Much Are Americans Pay in Investment Fees? How Much Are Americans Pay in Investment Fees?

    FeeX, a service that finds and reduces hidden fees within investment accounts, today released data that shows how much in fees are paid to manage and maintain a $10,000 investment. read more
  • Marketplace Fueled by Financial Strength Marketplace Fueled by Financial Strength

    Significant Trends; New Developments Create Favorable Market Environment for Annuities in 2015

    The Insured Retirement Institute (IRI) today released its “State of the Insured Retirement Industry: 2014 Review and 2015 Outlook” report identifying marketplace opportunities ahead in 2015. read more
  • The Life of an Entrepreneur The Life of an Entrepreneur

    Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs

    Nearly One Third of American Entrepreneurs Struggle to Balance Both Business and Personal Needs - Almost two thirds of entrepreneurs work more than 40 hours per week, which is above the average of just under 35 hours per week for the average American worker – A majority do not have a succession plan in place ... read more
  • Investment for the People Investment for the People

    An Innovative Investment Fund That Caters to the 99 Percent

    An Innovative Investment Fund That Caters to the 99 Percent NEW YORK, NY–(Marketwired – Dec 16, 2014) – The investment world is dominated by 1 percenters who strategize and invest in hedge funds, public funds and commodity funds that the government doesn’t allow for those with less capital: the majority of America. Diversification is key ... read more
  • How is a Woman’s Retirement Plan Like a Smartphone? How is a Woman’s Retirement Plan Like a Smartphone?

    Getting Smart about Retirement Planning

    Financial strategist Donna M. Phelan, author of “Women, Money and Prosperity: A Sister’s Perspective on How to Retire Well,” relates the story of Wanda Strong – one of four sisters – one married, one widowed, one divorced and one who never married. read more
  • Income or Market Value… What Pays the Bills? Income or Market Value… What Pays the Bills?

    Reading Between The Lines

    Once we recognize that all investment portfolios eventually become retirement income portfolios, we can begin to focus on the regular recurring income that they produce... retired or not, the market value of your private portfolio (or of your 401k plan) has no purchasing power. read more
  • A Retirement Savings Crisis? A Retirement Savings Crisis?

    Over 40 percent of Americans aren’t investing at all

    Saving for retirement can be a difficult and confusing process, but a new study shows that many Americans are not even taking the first steps to build up their nest egg. read more
  • Understanding Gold Understanding Gold

    The Public Has Been Sold a Very Limited Narrative

    Gold has made headlines in recent years, but it remains arguably the most misunderstood investment resource, says gold financial strategist William A. Storum. read more
  • Debunking Missteps, Myths and Methodologies Debunking Missteps, Myths and Methodologies

    Insights and trends for a profitable yet perplexing & evolving investing approach

    he popularity of Socially Responsible Investing (SRI) has increased greatly in recent years as more investors are compelled by the desire to partake in “impact investing”—investing money in ways that favourably impact the environment and society while still achieving market-rate returns. read more
  • Will Collateralized Loan Obligations Remain Popular in 2015? Will Collateralized Loan Obligations Remain Popular in 2015?

    Fed expected to proceed with caution

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

    The leveraged loan market is expected to continue benefiting from a low chance of rising defaults near term, stable economic outlook for the U.S. and robust investor demand. The risks are deflation in Europe, slower global economic growth, geopolitical shocks and any impact from the actual implementation of regulatory changes. read more