By Monday, April 14, 2014
As the 2014 tax filing season passes into history, taxes likely
took a bigger share of investors’...
By Thursday, April 10, 2014
2014 has brought a return of investor uncertainty. The CBOE
Market Volatility Index, or VIX, showed a 34.18% spike in
volatility in January. In February, CNNMoney’s Fear and Greed
Index moved into the...
By Tuesday, April 1, 2014
We recently released the results of our 2014 Global Retirement
Index. This study analyzes the standard of living and
retirement security in 150 nations. The United States ranked
19th overall, derived...
By Monday, March 31, 2014
Have you ever avoided asking a difficult question? For example, you
need a friend to do you a favor and you’re afraid your request will
impose on her, so you put it off. There’s a voice in your...
By Wednesday, March 26, 2014
Superannuation savings plans that feature auto enrollment and
government savings incentives have helped place Australia and New
Zealand in the top ten countries for retirement security
in our 2014...
By Monday, March 24, 2014
While many people would like to predict the future, no one can
actually do it, or at least do it reliably. Yet that doesn’t
stop them from trying. To find out when this long, cold winter will
By Wednesday, March 19, 2014
On Friday, March 7, 2014 the S&P 500® closed at 1878.04 as it
marked the fifth anniversary of its market low reached during
the Great Financial Crisis. On March 9, 2009 the S&P 500®
closed at 676.53. ...
By Monday, March 17, 2014
My personal social media accounts have sizable followings, not like
Beyonce's 13.2 million Twitter followers, but a few thousand.
Still, to the Financial Advisor who has only a few dozen
By Tuesday, March 11, 2014
The exponential growth of passive indexing and ETFs continues to
put pressure on active portfolio managers. The key question
these managers must ask themselves is “Am I active enough to beat
By Thursday, March 6, 2014
Snow-capped mountains, clear glacial lakes, and green pastures
dotted with grazing livestock may be the post-card images of
Switzerland, but in reality this pristine environment contributed