Investments

  • The New Risk-Averse: Clients As ‘Disciplined Planners’
    The New Risk-Averse: Clients As ‘Disciplined Planners’

    U.S. adults prefer playing It safe rather than taking risks with their money, careers and social lives

    Americans are far from daredevils when it comes to how they manage their finances, careers, social lives and more. In fact, the latest findings from Northwestern Mutual's 2019 Planning & Progress Study suggest that when U.S. adults face choices about how much risk to take on, most prefer to play things safe.
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  • Are Institutional Investors Joining The Gold Rush?
    Are Institutional Investors Joining The Gold Rush?

    Inflation fears a golden opportunity for hedging institutional portfolios

    Are institutional investors joining the gold rush? While gold’s long-term performance is not strong compared to other assets, new PGIM research finds that under certain economic conditions—including a slowing growth environment—institutional investors are right to evaluate adding gold-related assets to a diversified portfolio.
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  • Stocks Ride Out a Choppy Week
    Stocks Ride Out a Choppy Week

    Hiring Surpasses Expectations

    Key Wall Street benchmarks were up and down last week - or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor's November jobs report.
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  • Investor Confidence Reaches Highest Point in 2019 Amid Market Highs, Holiday Optimism
    Investor Confidence Reaches Highest Point in 2019 Amid Market Highs, Holiday Optimism

    Investors were net buyers in November, and placed a record number of their Black Friday trades on mobile devices

    The Investor Movement Index® (IMXSM) increased to 5.17 in November, up 6.8 percent from its October score of 4.84. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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  • Year-End Strategies & The November Syndrome
    Year-End Strategies & The November Syndrome

    No one has ever become poor by realizing their profits, even after sharing a portion of it with Uncle Sam

    by Steve Selengut

    Every fall, I encourage investors to think about some year-end strategies that can make the final calendar quarter a special time for all of us. Several forces are at work, all of which have links to conventional Wall Street wisdom; none of which promote good long-term investment decision-making.
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  • November Concludes With Gains
    November Concludes With Gains

    A 'sense of optimism' over US-China trade  prevails

    A ‘sense of optimism’ over US-China trade  prevails Weekly market view from LM<K Wealth Management. Reprinted with permission. Visit lmkwealth.com As November wrapped up, U.S. equity benchmarks advanced. Stocks were again aided by a sense of optimism that a preliminary U.S.-China trade deal could be near. For the week, the Nasdaq Composite added 1.87%; the…
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  • CI Financial Acquires Majority Stake in U.S. RIA Firm Surevest Wealth Management
    CI Financial Acquires Majority Stake in U.S. RIA Firm Surevest Wealth Management

    The first step in CI's initiative to build a significant and growing presence in the U.S. RIA market

    The first step in CI’s initiative to build a significant and growing presence in the U.S. RIA market TORONTO, Nov. 26, 2019 /CNW/ – CI Financial Corp. (“CI”) (TSX: CIX) announced today that it has acquired a majority stake in Surevest Wealth Management (“Surevest”), a Phoenix-based registered investment advisory firm. The transaction is the first step…
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  • Nearly Half of Americans Struggle to Discuss Finances With Loved Ones
    Nearly Half of Americans Struggle to Discuss Finances With Loved Ones

    The Un-Spoken Plan looks to get a conversation started

    Pass the turkey…and do you have enough life insurance? New research released from Lincoln Financial Group (NYSE:LNC) shows that while 93% of Americans believe it is important to set a plan for their family and their own financial future, 47% of them – nearly half of the entire country – struggle to discuss finances with…
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  • Major Indices Move Lower
    Major Indices Move Lower

     Mixed signals US-China trade drag down benchmarks

    Stocks declined last week as mixed signals emerged about the progress of U.S.-China trade negotiations. The three major Wall Street benchmarks all took weekly losses.
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  • Higher Debt in U.S. Health Insurance Segment Recognizes Lower Interest Rates
    Higher Debt in U.S. Health Insurance Segment Recognizes Lower Interest Rates

    The aggregate debt-to-capital ratio rose to 43% by year-end 2018 from 33% in the first quarter of 2009

    Total debt obligations among U.S. publicly traded health insurance companies have grown considerably in the last decade, to $115.5 billion in 2018 from $24.8 billion in 2009, as carriers have been taking advantage of low interest rates to support their diversification and acquisition efforts, according to a new AM Best report.
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