Investments

  • Five Myths of International Investing Five Myths of International Investing

    The reality behind some common misconceptions that may be keeping investors out of international stocks

    While many investors have taken advantage of the six-year rally in U.S. stocks, they may have overlooked attractive opportunities overseas. read more
  • Bullish Sentiment Cools amid Positive Economic Indicators Bullish Sentiment Cools amid Positive Economic Indicators

    While the economy continues to produce positive headlines, bullish sentiment among investors retreated slightly from Q1 peaks.

    E*TRADE Financial Corporation (NASDAQ: ETFC) today announced results from the most recent wave of StreetWise, E*TRADE’s quarterly tracking study of experienced investors. read more
  • Only 15 Percent of Surveyed U.S. Consumers Give Themselves an “A” in Financial Literacy Only 15 Percent of Surveyed U.S. Consumers Give Themselves an “A” in Financial Literacy

    One in Five Know More About Politics than Their Own Credit Histories

    Most surveyed consumers do not place themselves at the head of the class when it comes to financial literacy, according to a recent Equifax survey the company conducted to coincide with National Financial Literacy Month in April. read more
  • When Interest Rates Start Rising … and Beyond When Interest Rates Start Rising … and Beyond

    When is three-percent better than six-percent?

    by Steve Selengut

    When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall. read more
  • You Can Count On It You Can Count On It

    Creating wealth and legacies

    by Tomas P. McFie, PhD

    It has been said that “Death and Taxes” are the only two things you can count on. So on January 5, 2017 when one of my mentors, John (Jack) Bogle, sent me a personalized copy of his book Don’t Count On It, I was elated. read more
  • Special Quarterly Update: Stocks Post Strong Gains in Q1 Special Quarterly Update: Stocks Post Strong Gains in Q1

    Best to follow economic fundamentals, and not headlines

    The first quarter of 2017 is now behind us, and although we won't have complete economic data for a while, we do know that domestic stocks had a solid start to the year. read more
  • Trump Administration Raises Banker Hopes Trump Administration Raises Banker Hopes

    Despite Potential Headwinds and Little Real Impact

    The transition to a new presidential administration and its potential impact on bank regulation, alongside optimism about rising interest rates, are driving bankers to predict that 2017 is likely to be a strong year for banking. However, expectations around some fundamental factors could indicate otherwise. read more
  • What Could Possibly Go Wrong? What Could Possibly Go Wrong?

    Reflections on rallys, machines, taper-tantrums & Yellen’s successor

    by Axel Merk

    This time is different. Stocks will always go up. And pigs can fly. Given that pigs are highly intelligent, don’t bet against them. That said, investors might want to take at least the first two statements with a grain of salt. read more
  • IRI Applauds Introduction of Lifetime Income Disclosure Act IRI Applauds Introduction of Lifetime Income Disclosure Act

    Legislation Would Promote Retirement Savings

    The Insured Retirement Institute (IRI) released the following statement from IRI President and CEO Catherine Weatherford after the Lifetime Income Disclosure Act was introduced in the House and Senate. read more
  • How Do Americans Perceive Their Financial Knowledge? How Do Americans Perceive Their Financial Knowledge?

    2017 Study reveals investment confidence up while interest in education dips

    Jackson National Life Insurance Company® (Jackson®) today issued the results of its 2017 Investor Education Survey, which aimed to gauge Americans’ perception of their current level of financial knowledge, investing acumen and overall confidence in these areas. read more
  • Moving Toward Financial Capability Moving Toward Financial Capability

    Experian, Jump$tart Coalition® raise awareness on financial education, managing credit

    Multiple studies have shown that consumers lack the confidence in their personal finance knowledge they need to make effective, fiscally wise decisions. read more
  • Fourth-Quarter 2016 Annuity Sales Report Shows Declines Fourth-Quarter 2016 Annuity Sales Report Shows Declines

    Amid a Down Quarter, Pockets of Strength

    The Insured Retirement Institute (IRI) today announced final fourth-quarter and full-year 2016 sales results for the U.S. annuity industry. read more
  • The Growth of the Chinese FinTech Industry The Growth of the Chinese FinTech Industry

    Disruption, innovation generate $8.8B surge

    According to joint research report by DBS and EY, thanks to China's openness to disruptive and innovative models, FinTech investments in China surged to a value of US$8.8 billion between July 2015 and June 2016. read more