Massachusetts Seeks Sales-Practice Information From Discount Brokers

Posted by on Jan 14, 2018 in Articles & Advice, Blog, Featured, Posts | Comments Off on Massachusetts Seeks Sales-Practice Information From Discount Brokers

State regulator sent letters of inquiry to Fidelity, Charles Schwab and TD Ameritrade.

read more

Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products

Posted by on Jan 13, 2018 in Articles & Advice, Blog, Featured, Posts | Comments Off on Advisers at Leading Discount Brokers Win Bonuses to Push Higher-Priced Products

At Fidelity, Schwab and TD Ameritrade, employees win extra pay and other incentives to put clients in products that are more lucrative for them, and the firm.

read more

The Velocity of Learning and the Future of Active Management

Posted by on Jan 8, 2018 in Articles & Advice, Blog, Featured, Posts | Comments Off on The Velocity of Learning and the Future of Active Management

The rise of index funds was made possible by years of strategic blundering by the people who run active funds.

read more

Four Things Sure to Happen in Markets During 2018

Posted by on Jan 8, 2018 in Articles & Advice, Blog, Columns, Featured | Comments Off on Four Things Sure to Happen in Markets During 2018

You can’t be certain about anything in this market, except this.

read more

The Tyranny of Style

Posted by on Jan 1, 2018 in Articles & Advice, Blog, Featured, Posts | Comments Off on The Tyranny of Style

A vintage article on the logical flaws of “the style police.”

read more

Less Phone, More Nature: 34 Resolutions For a Better 2018

Posted by on Jan 1, 2018 in Articles & Advice, Blog, Columns, Featured | Comments Off on Less Phone, More Nature: 34 Resolutions For a Better 2018

Resolutions for the new year of investing…and life.

read more

Energy Investors: Behold the Miracle of the Tax Law

Posted by on Dec 25, 2017 in Articles & Advice, Blog, Columns, Featured, Posts | Comments Off on Energy Investors: Behold the Miracle of the Tax Law

Image Credit: Christophe Vorlet By Jason Zweig | Dec. 22, 2017 11:31 am ET   What a difference a rate makes. With the signing of the new tax bill into law, the value of some funds investing in energy stocks will go haywire, shooting up by 10% or more…. To read the rest of the column: The Wall Street Journal,  With the signing of the new tax bill into law, the value of some funds investing in energy stocks will go haywire, shooting up by 10% or more…. To read the rest of the column: The Wall Street...

read more

“The Bitcoin Era”?

Posted by on Dec 24, 2017 in Blog, Featured, Posts | Comments Off on “The Bitcoin Era”?

The potential of new technologies is often underestimated — but that doesn’t mean the obvious ways to invest in them are undervalued.

read more

How to Lose $9 Trillion in a Bull Market

Posted by on Dec 20, 2017 in Articles & Advice, Blog, Featured, Posts | Comments Off on How to Lose $9 Trillion in a Bull Market

Investors underperforming their investments.

read more

Dreaming You Can Get the Returns of Stocks Without the Risk? Dream On

Posted by on Dec 18, 2017 in Articles & Advice, Blog, Columns, Featured | Comments Off on Dreaming You Can Get the Returns of Stocks Without the Risk? Dream On

Retirement income without the downside? Fixed indexed annuities can do some good things, but not as good as often advertised.

read more