Advisors

Westend61 / Josep Rovirosa | Getty Images For long-term investors, daily headlines are distractions. “Array of threats stir up markets.” “Stocks fall, bonds rally amid Korea, Irma threats and markets wrap.” What do these types of news headlines mean to an investor’s actual investment decisions? They’re the type of headlines that could encourage people to
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Health insurance is a very big topic for the 30-something clientele Roberge at Beyond Your Hammock serves. The questions he asks include: Have the premiums or coverage changed? Should you switch to a high-deductible plan? If you use a health savings account, does the company contribute to it, too? Roberge finds that clients often don’t
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Though jokes about the culture merger abound — images of drones delivering kale — analysts widely predict that Whole Foods will eventually deliver groceries ordered from a section of the Amazon site. A logistically simpler synergy would be for shoppers to order from a Whole Foods section of the Amazon site and then pick up
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A combination of historically low interest rates, an exceptionally long bull market and memories of the 2008 crash have encouraged some financial advisors to add alternative investments to their clients’ portfolios. The alternative investment industry has also made it easier by creating more and more products for retail investors over the past few years. “Traditionally,
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While there’s been many gloomy forecasts for the bond market, not everyone agrees that they’ll definitely see significant losses as central banks reduce their bond-buying programs. Mike Bell, a global market strategist at JPMorgan Asset Management, told CNBC Monday that this monetary tightening creates a risk but believes that the recent economic recovery should be
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Today’s investors are inundated with a surplus of investing information, which can make it more difficult to successfully construct an investment portfolio. What’s more, each and every person looking to invest has his or her own set of individual needs that call for special consideration. “It’s important that investors understand their goals, tolerance for risk
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Fee-based financial advisors have been among the more enthusiastic users of low-cost exchange-traded funds for years, but their interest has dramatically increased since the financial crisis. The latest survey of advisors conducted by the Financial Planning Association found that 88 percent of those surveyed now use ETFs, compared to 40 percent in 2006. Eighty percent
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Feeling “like you can hit” was “l’esprit du jour” in ballparks that Saturday. Six other MLB players also belted grand slams. Zunino’s was the seventh, a new single-day record. “It’s officially the grandest day in Major League Baseball history,” wrote MLB.com. That record-setting Saturday was part of a record-setting month in a record-setting year for
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From duck decoys and hood ornaments to limited-edition sneakers and Pez candy dispensers, offbeat collectibles attract the eye of investors who crave tangible assets they can appreciate and that … well, appreciate in value. Assembling a collection of rare items is as much a labor of love as an investment tactic and won’t necessarily net
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eclipse_images | Getty Images Many tech companies enjoy robust earnings growth, strong balance sheets and growing dividends. What we call the technology sector is really an aggregate of many smaller subsectors. For investors, it’s key to look at these subsectors, which may offer unique long-term investment opportunities. When was the last time you had an
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Researchers have identified more than 100 behavioral biases that can undercut effective investment decision-making, according to Michael Pompian, founder and partner at Sunpointe Investments and author of “Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases.” In a course taught for the CFA Institute, Pompian identifies seven biases as
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Health-care news and the costs associated with it are obviously on everyone’s mind, and for good reason. As health care continues to take up a larger part of the overall economy, structural changes — such as the push toward paying for value, greater emphasis on care management and increased cost sharing with consumers — are
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How so? First, HSA contributions are tax deductible. Second, money saved in an HSA — up to $3,400 per year for people with an individual health plan and $6,750 for those with a family plan — can grow tax-deferred. This is especially advantageous for younger savers with fewer likely medical expenses and, therefore, potential withdrawals,
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