Investments

  • America’s Giving Genie
    America’s Giving Genie

    Ninety One percent of America's millionaires engage in charity annually

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "Doing well at doing good," revealing the giving habits of wealthy investors. In spite of the recent economic uncertainty, America's "giving gene" remains intact, and donations of money have actually increased.
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  • Putting Market Corrections Into Perspective
    Putting Market Corrections Into Perspective

    As pullbacks tug on our purse-strings, history supports a calming view

    Markets posted another week of losses amid continued fears, though markets trimmed losses on Friday on better-than-expected earnings results from top companies. For the week, the S&P 500 lost 1.02%, the Dow fell 0.99%, and the Nasdaq dropped 0.42%.
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  • Federal Reserve’s Focus – Not Just Jobs, but Wage Growth?
    Federal Reserve’s Focus – Not Just Jobs, but Wage Growth?

    All about the monetary policy...

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

    When it comes to what’s driving the markets, the Federal Reserve and its monetary policies is the topic most talked about. And whether you believe that the multiyear rally was driven by the Fed or that the future of the markets will be determined by the Fed’s policies, the debate goes on.
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  • Fear Of Running Out…
    Fear Of Running Out…

    Overwhelming Majority of Consumers Have FORO- Fear of Running Out of Money

    As the children across America select their scary Halloween costumes, their parents are experiencing real-life fears. A recent poll conducted on the National Foundation for Credit Counseling® (NFCC) website, www.NFCC.org revealed that 92 percent of respondents have a fear of running out of money (FORO).
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  • Income Inequality the Cost of Free Market?
    Income Inequality the Cost of Free Market?

    President Obama's chief economic advisor argues that rising inequality could be reversed without sacrificing productivity or growth

    Jason Furman, chairman of President Obama's Council of Economic Advisers documents the alarming stagnation of middle-class incomes, but contends that the growing fissure between the rich and everyone else need not be accepted as the price of the free market system.
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  • U.S. Investors Focused on Quality, Lower Risk & Value in 2014
    U.S. Investors Focused on Quality, Lower Risk & Value in 2014

    Combined style indexes provides a more nuanced picture

    Value- and defensive-oriented stocks have outperformed their growth- and dynamic-oriented counterparts year-to-date and month-to-date as of October 13 across U.S. large- and small-cap stocks as reflected by the Russell 1000® and Russell 2000® Value-Defensive Indexes®.
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  • Pitfalls of Target Date Funds… and some proposed replacements
    Pitfalls of Target Date Funds… and some proposed replacements

    A half-gainer into a river of high risk?

    by Steve Selengut

    The LinkedIn Group Communities are abuzz with the idea that, even as popular as they have become, Target Date Funds (TDFs) are just not wonderful after all… Several fixes have been proposed. I’ve done so myself, as you know. This one is from plansponsor.com “A Better Option than Target Date Funds” and needs some cautionary commentary.
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  • How Today’s Families are Using Advisors
    How Today’s Families are Using Advisors

    Statistically Significant Findings For Traditional & Modern Families

    Modern families who have used a financial professional report higher financial security than those who never used a financial professional. However, traditional families who used a financial professional report higher financial security than those who never used a financial professional and all modern families.
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  • Women & Money
    Women & Money

     How money directly Impacts her overall satisfaction in life

    Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
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  • Educating Clients
    Educating Clients

    Americans three times more likely to get help changing their oil than figuring out 401(k) investments

    A recent survey from Charles Schwab revealed that 87 percent of American workers would hire someone to change their car's oil yet only 24 percent would get help to figure out their 401(k) investments.
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  • Market Volatility: Causes and Next Steps
    Market Volatility: Causes and Next Steps

    World jitters, behavior, economic data all contributing factors

    October of 2014 has been an interesting month so far, just in the first eight trading days the Dow Jones 30 industrials have moved (up and down) over 1,400 points. That is significant volatility, especially since the movement tends to oscillate. What are some of the causes, and what do we do?
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  • October Chills
    October Chills

    Risks to the Downside Are Mounting

    In the October issue of Themes on the Economy®, Mesirow Financial’s Chief Economist says a chill is settling over the economic outlook for 2015. Diane Swonk points overseas for the causes.
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