Investments

  • Volatility Continues As Markets Take A Wild Ride
    Volatility Continues As Markets Take A Wild Ride

    Dow, S&P both mov into negative territory for 2018

    Markets went for another wild ride last week, as major domestic indexes swung back and forth. By Friday, December 7, markets had posted their worst weekly performance since March - and the S&P 500 and Dow both moved into negative territory for 2018.
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  • Going Solo? Not When It Comes To Investment Advice
    Going Solo? Not When It Comes To Investment Advice

    More investors are using paid-investment pros, with mobile access the preferred channel for investing, saving

    Use of paid investment professionals is growing as a source of advice for consumers in 2018 even as technology use continues to increase in the latest report by experts of Hearts & Wallets, the source for retail investor data and insights.
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  • Investor Sentiment Drops Amid A Swirl of Volatility
    Investor Sentiment Drops Amid A Swirl of Volatility

    Ending the month in positive territory may not have been enough to reassure investors

    Despite a late-month rally fueled by retail earnings, the TD Ameritrade1 November Investor Movement Index® (IMXSM) continued its downward trend for the second consecutive month to 5.27, a 14 percent decline from its October reading of 6.10.
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  • Donors Intend to Maintain Levels, But May Not Understand Tax Reform’s Impact on Donations
    Donors Intend to Maintain Levels, But May Not Understand Tax Reform’s Impact on Donations

    To itemize or not to itemize?  1 in 5  don't know

    To itemize or not to itemize?  1 in 5  don’t know Fidelity Charitable provides resources to help donors get the most out of their giving 06 DEC 2018 — Fidelity Charitable’s new research indicates that donors’ commitment to giving remains strong in the wake of tax reform—82% of donors who itemized deductions on their 2017 taxes…
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  • From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and Swipes Right on Cash
    From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and Swipes Right on Cash

    Sorry Investors, but the bear market vibe at the end of 2018 is expected to continue

    Showing its age, the long bull market cycle of excess stock and bond returns is expected to finally wind down next year, but not before one last hurrah, according to BofA Merrill Lynch Global Research, which today issued its outlook for the global markets and economy in 2019.
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  • After Midterms, Economic Optimism Drops Again According
    After Midterms, Economic Optimism Drops Again According

    National Outlook Index and Presidential Leadership Index also fall in December

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, declined 6.7 percent in December to an overall reading of 52.6. This is its lowest mark since April and its second consecutive month trending down.
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  • Romance or Finance: What Matters Most?
    Romance or Finance: What Matters Most?

    Americans Prioritize Money Over Love; Use Emerging Tech to Solve Planning Shortfalls

    Matters of the heart are quickly becoming worries of the wallet, as 56 percent of Americans say they want a partner who provides financial security more than “head over heels” love ...
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  • Profiles Of The Ultra-Wealthy
    Profiles Of The Ultra-Wealthy

    Fourth annual Advisor Authority Study highlights unique needs of HNW, To Help RIAs and Fee-Based Advisors Unlock Greater Growth

    A new Special Report from the fourth annual Advisor Authority Study commissioned by Nationwide Advisory Solutions, formerly known as Jefferson National, zeros in on the thriving market of more affluent investors, including the High Net Worth (HNW).
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  • Data Threat: The Digital Side Of Money
    Data Threat: The Digital Side Of Money

    Digital transformation, advanced attacks and strict new regulation causing turmoil among U.S. Financial Services organizations and putting data at risk

    Thales, a leader in critical information systems, cybersecurity and data security, announces that digital transformation is driving turmoil among U.S. financial services organizations and leaving sensitive data at risk according to its 2018 Thales Data Threat Report, Financial Services Edition.
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  • More That Dad Forgot To Tell You About Income Investing
    More That Dad Forgot To Tell You About Income Investing

    Why should a client invest for income? Read on…

    by Steve Selengut

    As I said in Part I,One of the biggest mistakes investors make is to ignore the “income purpose” portion of their investment portfolios… many don’t even realize that there should be such a thing.
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  • What Your Dad Never Told You About Income Investing: Q & A
    What Your Dad Never Told You About Income Investing: Q & A

    Why should a client invest for income? Read on...

    by Steve Selengut

    One of the biggest mistakes investors make is to ignore the "income purpose" portion of their investment portfolios... many don't even realize that there should be such a thing. The second biggest mistake is to examine the performance of income securities in the same manner as they do "growth purpose" securities (equities).
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  • Why Did Stocks Drop?
    Why Did Stocks Drop?

    Plummeting oil prices were one of the biggest drivers

    Last week was a tough one for markets. The S&P 500 dropped 3.79% and experienced its worst results during a Thanksgiving week since 1939. While the index officially entered correction territory on Friday, it closed 10.2% below its most recent record high.
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  • HNW in Asia-Pacific Forecast To Surpass $42 Trillion by 2025
    HNW in Asia-Pacific Forecast To Surpass $42 Trillion by 2025

    Satisfaction with wealth managers remains considerably lower than levels in the rest of the world

    Asia-Pacific confirmed its status as the current high net worth individual powerhouse, generating 41.4 percent of all new high net worth individual (HNWI) wealth globally in 2017, according to the 2018 Asia-Pacific Wealth Report (APWR) released today by Capgemini.
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