Investments

  • Getting into the Unicorn Game Getting into the Unicorn Game

    Insurers, Venture Capital, and Tech Start-ups

    by Deb Smallwood

    Unicorns – to some they are just mythical creatures of lore. To today's tech world, a unicorn is a pre-IPO tech start-up with a billion dollar market value. read more
  • Fed Upbeat About Economic Recovery Fed Upbeat About Economic Recovery

    Interest rates still pose the biggest question

    Despite flirting with new records, markets weren't able to hold on to gains last week and closed mixed after comments about interest rates were made by Federal Reserve Chair Janet Yellen. read more
  • JP Morgan Chase Settles Up with DOJ, Fed JP Morgan Chase Settles Up with DOJ, Fed

    Related to Foreign Exchange Activities

    JPMorgan Chase & Co. (NYSE:JPM) today announced settlements with the U.S. Department of Justice (DOJ) and the Federal Reserve (Fed) relating to the Firm’s foreign exchange (FX) trading business. read more
  • GEN X: The Generation of Contradictions GEN X: The Generation of Contradictions

    As the most Financially Vulnerable and Least Proactive,
    Americans 35-49 Can Re-chart Their Financial Path

    Gen X (Americans aged 35-49) is high on financial concerns and low on optimism and action. Among the four generations surveyed, Gen X was found to have the poorest financial habits. read more
  • Americans Likely Leaving $24 Billion of 401(k) Money on the Table Americans Likely Leaving $24 Billion of 401(k) Money on the Table

    Typical 401(k) Participant Not Saving Enough to Get the Full Match;
    Misses Out on $1,300 of “Free Money” Every Year

    If your boss offered you a $1,300 bonus on the spot, you’d take it, right? So why do so many employees pass up the chance to potentially receive thousands of dollars every year in the form of a 401(k) match? read more
  • Protecting Your Portfolio In A Turbulent Market Protecting Your Portfolio In A Turbulent Market

    Investors Must Stay Focused Even In The Face Of Financial Storms

    Investment experts who predicted a turbulent stock market this year have seen their prophecies come true. One of the more recent examples came when a spike in long-term interest rates unnerved investors, sending major U.S. stock indexes on a downward clip. read more
  • The Hunt For Alpha The Hunt For Alpha

    Some Investors are putting it on the back burner, while the savviest
    institutions have kept it up front... and are turning up the heat

    For the last five years, alpha returns -- outperformance compared to benchmark indexes -- from U.S. equity active managers have been less significant, less important to meet portfolio objectives and, at the same time, harder to find. read more
  • MUNI Risk Headlining Again MUNI Risk Headlining Again

    Illinois legislators shoulder the weight of pension reform

    by Triet Nguyen, Robert Kerins and James Parascandola, NewOak

    Two years ago almost to the day, municipal bond investors were jolted by headline news about a potential bankruptcy filing by the city of Detroit. This past week, they had to once again contemplate the prospect of a Chapter 9 filing by another major U.S. city: Chicago. read more
  • What’s Up With The Economy and Interest Rates? What’s Up With The Economy and Interest Rates?

    Fed stays in wait-and-see mode

    Weekly market view from LMK Wealth Management. Reprinted with permission.

    Markets ended Friday on a high note with the S&P 500 setting a new record though economic data was lukewarm. read more
  • Man and Machines Man and Machines

    How Different Generations Approach the Use of Technology;
    People still need people, across the generations

    Nine out of 10 Americans view technology as more of a life necessity than a distraction but a passion for people persists across the generations, according to a new study from Charles Schwab which finds that people from age 25-75 prefer to rely on a combination of both humans and technology when it comes to dealing with daily tasks and managing their money. read more
  • Employees Favor Companies Playing More Active Role in Their Retirement Plans Employees Favor Companies Playing More Active Role in Their Retirement Plans

    Study: Sponsors are reluctant to assume fiduciary role

    Employees overwhelmingly favor their employers playing a more active role in their defined contribution (DC) retirement plans, but plan sponsors voice reluctance to doing so, a new study from Northern Trust shows. read more
  • Cities as Engines of Economic Growth Cities as Engines of Economic Growth

    How should cities think about financial viability, opportunity & sustainability

    JPMorgan Chase & Co. today released its 2014 Corporate Responsibility report, highlighting steps the firm is taking to support economic growth and address critical challenges facing cities around the world. read more