Investments

  • The Crypto-Currency Revolution Has Barely Begun
    The Crypto-Currency Revolution Has Barely Begun

    Minted millionaires, popped-bubbles and the future of currency

    Upset that you missed the boat on the bitcoin craze last year? Millionaires were minted overnight as bitcoin returned 1,700 percent in 2017, only to see prices crash by more than half since December.
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  • Stocks Rebound
    Stocks Rebound

    Still, volatility persists

    Weekly market view from LMK Wealth Management. Reprinted with permission. Visit www.lmkwealth.com

    Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the Russia investigation.
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  • Annuities, Advisors and Aging
    Annuities, Advisors and Aging

    Retirees Who Own An Annuity Are More Confident

    LIMRA Secure Retirement Institute study finds retiree annuity owners feel more confident that they are more likely to afford their preferred retirement lifestyles - even if they live to age 90 or older - than retirees who do not own an annuity. The study includes retirees with annual household incomes of $35,000 or more.
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  • Global Dividends Break New Record in 2017, With More to Come for the Year Ahead
    Global Dividends Break New Record in 2017, With More to Come for the Year Ahead

    Global growth, corporate confidence fuel 7.7% spike

    A strengthening world economy and rising corporate confidence pushed global dividends to a new high in 2017, according to the Janus Henderson Global Dividend Index.
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  • Rudra Dalmia Discusses Blockchain, Cryptos & Fincom
    Rudra Dalmia Discusses Blockchain, Cryptos & Fincom

    Q&A Interview with Blockchain Company Fineqia International Inc. Discussing New Blockchain Investment Advisory Group

    This discussion was created by investorideas.com, and shared with permission.

    Rudra Dalmia is an angel investor, technology mentor and philanthropist and is heading up the blockchain advisory board for Fineqia International Inc. He is also a consultant to Swordfish Investments-a Private Equity and Technology Investment Fund in London and the former MD of Saxo Financial Services (Saxobank India), one of the world's largest online trading…
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  • Re-Thinking IRA Fees and Tax Free Income In The New Tax Code Environment
    Re-Thinking IRA Fees and Tax Free Income In The New Tax Code Environment

    Do the new lower tax brackets have investors rethinking tax free bond-income?

    by Steve Selengut

    Just when we thought we had handled the DOL mandated changes to our IRA fee payment arrangements, a new tax code comes along and changes everything... literally.
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  • For Equities: This Time is Different. Really?!
    For Equities: This Time is Different. Really?!

    Goldilocks environment may not last forever...

    by Axel Merk

    “Don’t panic, buy the dip, who cares?” or “These are rumblings of an earthquake, people will be hurt like in 1929” - which one is it? I would call it a wake-up call.
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  • Insider Trading: Research Shows Stock Buys Significantly Outperform Sells, Regardless of Holding Size
    Insider Trading: Research Shows Stock Buys Significantly Outperform Sells, Regardless of Holding Size

    What signals are they really sending?

    When many people hear the words "Insider Trading," they automatically assume something illegal is going on, though in fact in the United States there is no law that specifically bars investors from partaking in it.
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  • Private Equity Leaders Working to Increase Gender Diversity in the Industry
    Private Equity Leaders Working to Increase Gender Diversity in the Industry

    Women currently make up only about 14.2% of the senior ranks in the private equity industry

    On February 7th, the Private Equity Women's Initiative hosted its second annual Forum at KPMG LLP headquarters in New York City with the aim of increasing gender diversity throughout the private equity industry.
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  • Middle Market CFOs Bullish On 2018 Revenue And Earnings
    Middle Market CFOs Bullish On 2018 Revenue And Earnings

    Seeing projected gains in every sector from retail to transportation, technology to manufacturing

    A nationwide survey of more than 500 middle market senior financial executives reveals a positive outlook for 2018 -- with nearly 75% of respondents predicting that both the global and domestic economy will remain strong through the coming year.
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  • Understanding Volatility
    Understanding Volatility

    The recent selloff and volatility don't have the culprits you might expect

    After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. During times like these, viewing events in their proper context is imperative. This letter is an effort to provide you with clarity and perspective.
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  • How Advisors Have Prepared for Market Correction
    How Advisors Have Prepared for Market Correction

    Vast Majority of RIAs and Fee-Based Advisors Have Prepared Clients’ Portfolios for Market Correction—and More Than Two-Thirds Recognize Buying Opportunity

    After the stock market closed a volatile week, with the Dow Jones Industrial Average ending down more than 1,300 points, the vast majority of RIAs and fee-based advisors say they anticipated client concerns and prepared their clients’ portfolios for a market correction, according to the latest survey from Jefferson National, operating as Nationwide’s advisory solutions…
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  • Who Do You Love?
    Who Do You Love?

    Customers of Financial Services Firms Reveal Top Performers That Win their Hearts

    Customers of top financial services performers reveal who they love in the eighth annual Hearts & Wallets national customer satisfaction rating in a new report by Hearts & Wallets, the source for retail investor data and insights.
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