Investments

  • The Stakes Have Gotten Higher for Greece The Stakes Have Gotten Higher for Greece

    Threat of a liquidity crisis triggers a run on cash

    Weekly market view from LMK Wealth Management.

    Markets lost ground last week, giving in to nerves about Greece and some early second-quarter earnings reports. read more
  • How Proposed Regulatory Changes  Could Boost Your Retirement Savings How Proposed Regulatory Changes Could Boost Your Retirement Savings

    Investors Need To Understand Fees And Get Big-Picture Advice Regardless

    Investors who count on their retirement accounts to see them through their golden years sometimes find that those savings add up to less than anticipated. read more
  • Family Bail-Outs: Who Pays? Family Bail-Outs: Who Pays?

    Intra-Family Cash Transfers in Older American Households

    by Sudipto Banerjee, Ph.D.,

    When families help each other out financially, who typically pays: Older family members supporting the younger ones, or vice-versa? read more
  • Are Usury Laws Making a Comeback? Are Usury Laws Making a Comeback?

    Examining Madden v. Midland Funding

    by Richard Kelly, Managing Director, NewOak

    Over time, we have grown accustomed to banks and credit card companies charging high interest rates on consumer loans, sometimes upwards of 30%. This raises the question: whatever happened to the usury laws enacted by many states to prevent the collection of “unconscionable” interest rates? read more
  • One Man’s Bond Crash is Another Man’s Income Opportunity One Man’s Bond Crash is Another Man’s Income Opportunity

    Traders have reason to worry; Investors... not so much

    by Steve Selengut

    A recent Bloomberg Investment News headline is designed to make you shiver in your income portfolio boots: "Big fixed income shop prepares for the worst"... and the Bond Portfolio window-dressing sell off has begun. read more
  • For Puerto Rico, Winter Is Coming For Puerto Rico, Winter Is Coming

    As liquidity crisis deepens, restructuring of 'debt complex' likely

    by Triet Nguyen

    In the hit TV series, “Game of Thrones”, lead characters from the so-called House Stark are known to mutter under their breath that “Winter is coming”, an ominous foreshadowing of darker days to come. read more
  • A Tax Strategy For Investment  Real Estate A Tax Strategy For Investment Real Estate

    Proponents Say 1031 Exchanges Are Good For The Economy,
    But Congress Eyes Repeal

    A popular tax-deferral strategy for people who deal in investment property could be in trouble as Congress ponders doing away with it. read more
  • Emerging Markets Through a Factor Lens Emerging Markets Through a Factor Lens

    FTSE Factor Index analysis suggests there's value there

    An analysis of the six market factors influencing performance for the FTSE Developed Index and FTSE Emerging Markets Index over the last five years suggests that the value factor may be emerging in 2015 as a key differential between developed and emerging markets. read more
  • Stop the Fed!? Stop the Fed!?

    Focus on monetary, not fiscal policy... and leave politics to the politicians

    by Axel Merk

    We are concerned the Fed causes both economic and political stability to deteriorate. And, no, this is not about discouraging the Fed to hike rates. read more
  • How Will The Fiduciary Rule Impact Advisors? How Will The Fiduciary Rule Impact Advisors?

    Underdstanding the DOL's proposal on ERISA fiduciary status  

    By now, you are likely inundated with summaries and analysis of the Fiduciary Rule, prepared both internally and externally, including commentary from industry based trade and lobbying associations. read more
  • Putting Monetary Bandaids On Fiscal Bullet Wounds Putting Monetary Bandaids On Fiscal Bullet Wounds

    As QE winds down, and the Eurozone winds up, what is a central banker to do? ... issue more debt!

    by James Parascandola, NewOak

    There is one parallel to draw between Greece and developed nations around the globe: namely, the issuance of massive amounts of debt to address economic woes and fiscal deficiencies. read more
  • The Factor-Based Story Behind Successful Growth Funds The Factor-Based Story Behind Successful Growth Funds

    Markets still do a good job of pricing risk

    by Gregg S. Fisher

    Americans have invested trillions of dollars in actively managed mutual funds in the hope of beating an index such as the S&P 500 or the Russell 1000 Growth. read more