Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected].
Should brokers be able to call themselves “financial advisors?” One organization doesn’t think so, and has sent a letter to the Securities and Exchange Commission asking the agency to police the title use.
Many factors — among them, economic surprises, strong manufacturing activity, and a weak U.S. dollar — point to continued strong earnings across all sectors through 2018, economic analysts say.
The U.S. economy is rolling along on all cylinders. But analysts say there are reasons for concerns as many impacts are expected through the end of the year.
Turnkey asset management programs (TAMPs) have grown significantly in recent years, but that growth might be coming to an end due to a variety of factors.
The stock market continues to hum along generating strong growth, but could a correction be around the corner? Some analysts say real estate lending offers investors correction protection while maintaining strong returns.
Survey data is finding that younger investors are not benefiting from the bull stock market nearly as much as they should. Moreover, many young people don’t have much knowledge, or pay much attention to their investments.
Some advisors are torn over the value of long-term care insurance. Since most recipients will end up using the insurance, some say price hikes are inevitable. Others say no product or strategy better protects clients from end-of-life risk.
New investor confidence indices, along with the tax reform bill, point to another strong year on Wall Street. The key for advisors is to keep antsy investors from getting distracted by huge market gains.
The latest J.D. Power investor study found that nearly half of “emerging affluent investors” are likely to walk away from their current wealth management firm. What are advisors doing wrong?
A new survey confirms that divorce is highest in January, as couples look to move on after the holidays. More distressing is how many married people are unprepared for the financial burdens that come with splitting up.
Artificial intelligence investments are returning strong growth to investors and the future looks bright, if a little uncertain. Experts share a few tips to keep in mind when considering AI investments.
A new financial designation program from the American College is designed to meet the needs of advisors in a complex environment, experts say.
Exchange-traded funds moved past $4 trillion in global assets in 2017 as investors were drawn by low fees. Analysts expect that trend to continue as low-fee funds continue gaining popularity across investor segments.
Many advisors are confusing financial plans with retirement plans and clients could suffer in the end, analysts say. The differences can be small, but important if client’s don’t fully understand.
Higher interest rates, increased inflation, and stronger market volatility are some of the reasons that investors should eye the stock market warily in 2018. Can the good times continue?
Nearly 75 percent of investors fear a market downturn, yet a new survey indicates they are doing little to hedge against it. Analysts offer several strategies for smart investing to protect those retirement funds.
Income-generating assets should not be parked in places where gains are taxed.
Clients say they want information about environmental, social and governance (ESG) investments, but advisors have been slow to respond. The reasons for this are many, experts say.
As Americans consider retirement options, some are choosing to spend their golden years overseas. A good advisor can be a crucial asset for to clients pondering the pluses and minuses of such a move.
General Electric’s decision to cut its dividend payout in half puts a dent in many retirement nest eggs. It also highlights the dangers in investing in dividend-paying stocks.
