Investments

  • Strategic Investment Mixology – Developing The “Holy Grail” Portfolio
    Strategic Investment Mixology – Developing The “Holy Grail” Portfolio

    Have our investment strategies been concocted after 'ti many martoonies'?

    by Steve Selengut

    So what do you or your investment manager have in common with your favorite neighborhood bartender, other than the probability that you spend more time with the latter during market corrections?
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  • Study Shows Great Customer Experiences Are Rewarded by Main Street and Wall Street
    Study Shows Great Customer Experiences Are Rewarded by Main Street and Wall Street

    Customer experience leading firms outperform laggards by a nearly 3-to-1 margin in shareholder return

    Watermark Consulting has released its latest cross-industry Customer Experience (CX) ROI Study, along with several sector-specific editions focused on the Airline, Insurance and Wealth & Asset Management industries.
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  • In the Midst of the Government Shutdown, Economic Optimism Dips Slightly
    In the Midst of the Government Shutdown, Economic Optimism Dips Slightly

    Presidential Leadership Index increases despite partisan rancor

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, dipped by just 0.6 percent in January as the U.S. government continues the longest shutdown on record.
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  • New JPMorgan Chase Institute Research Explores Hedge Fund Trading During the Swiss Franc Floor Period
    New JPMorgan Chase Institute Research Explores Hedge Fund Trading During the Swiss Franc Floor Period

    Central Banks can use announcement timing—surprise or expected—to achieve their policy goals in a manner that drives rapid market repricing or minimizes unintended market volatility

    On the fourth anniversary of the Swiss National Bank’s (SNB) removal of the Swiss Franc (CHF) floor, the JPMorgan Chase Institute released a new study further exploring the trading behavior of hedge funds during the SNB’s Minimum Exchange Rate policy period.
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  • Markets Relax and Rally
    Markets Relax and Rally

    Updates on trade and monetary policy contributed to investor decisions

    After months of volatility, markets relaxed a bit last week. For the first time since October, the S&P 500 went 5 days without a 1% gain or loss. The Cboe Volatility Index, or VIX, also fell to lower than 20 - in December, it spiked above 35.
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  • Investors Sought Out RIAs in 2018 Amid Market Volatility
    Investors Sought Out RIAs in 2018 Amid Market Volatility

    RIAs expect more strong growth in 2019, as they welcome investors seeking advice, attract new talent, and adopt technology that enhances the client experience

    Volatile markets in 2018 drove more investors to seek out the guidance of independent registered investment advisors (RIAs), with RIAs citing nearly 20 percent growth, on average, both in assets and revenues in 2018, TD Ameritrade Institutional1 found in its latest RIA Sentiment Survey.
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  • What’s Next For The Dollar, Gold, Stocks & Bonds?
    What’s Next For The Dollar, Gold, Stocks & Bonds?

    With the Fed confused, you better pay attention

    by Axel Merk

    The quip, “if you aren’t confused, you aren’t paying attention” needs to be replaced: “with the Fed confused, you better pay attention.” You may want to buckle up. Let me explain.
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  • Markets Up – And Volatile
    Markets Up – And Volatile

    So, what drove the rally?

    U.S. markets experienced more wild sessions last week before ending in positive territory as the recent turbulence continued. In fact, we are currently in the middle of some of the most volatile market performance in more than eight years.
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  • With Wall Street Sell-Off, IMX Ends Year at Lowest Point in 2018
    With Wall Street Sell-Off, IMX Ends Year at Lowest Point in 2018

    2018 begins and ends with volatility as retail investors wait for clarity on economic, political concerns

    Following a rocky month for the U.S. stock market, the TD Ameritrade1 December Investor Movement Index® (IMXSM) continued its downward trend for the third consecutive month to 4.41, a 16 percent decline from its November reading of 5.27.
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  • 2019 Outlook: Navigating Slowing Growth, Tightening Liquidity and More Volatility
    2019 Outlook: Navigating Slowing Growth, Tightening Liquidity and More Volatility

    ...Yet most see reasons to be bullish on select opportunities

    Legg Mason, Inc. (NYSE: LM) The investment affiliates of Legg Mason value their independence – offering different perspectives that set them apart from other active asset management firms. They often agree – and sometimes do not – but when each looks to the year ahead, investors can expect a wealth of insights.
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  • Bitcoin IRA Launches Turnkey White-Label Solution For Financial Advisors And Enterprise Businesses
    Bitcoin IRA Launches Turnkey White-Label Solution For Financial Advisors And Enterprise Businesses

    Designed to specifically cater to financial advisors, registered investment advisors & wealth managers

    BitcoinIRA.com, the world's largest and most secure cryptocurrency platform that allows customers to purchase Bitcoins and other cryptocurrencies for their retirement accounts, has launched a turnkey, white-label solution for enterprise businesses to enable them to invest their customers into a Bitcoin IRA.
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  • Northern Trust: No Recession in Developed Markets
    Northern Trust: No Recession in Developed Markets

    Global economic expansion to continue, albeit at a slower pace

    Despite the global economic slowdown, U.S. monetary policy tightening, and trade tensions introducing further risks to a slowing China, Northern Trust, a leading global asset manager with $1.1 trillion in assets under management, does not foresee a recession in developed markets in 2019.
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  • Investor Beware: Top Five Investment Risks in 2019
    Investor Beware: Top Five Investment Risks in 2019

    What the Alberta Securities Commission sees in 2019 just might apply to the global markets

    It's a new year -- with new investment opportunities. Investing is a great way to save for a secure retirement and reach other financial goals. However, it's important for even the most sophisticated investors to be wary of opportunities that are just too good to be true.
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