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].
Nearly half of Americans say their expenses are equal to or greater than their income. That is a big problem for anyone trying to save for retirement. New spending apps are proving effective at keeping spending under control.
GDP growth might trend close to 4 percent in the fourth quarter, analysts say. Certain sectors are better market bets than others — the housing industry, for one.
A Dalbar study confirms that do-it-yourself investors are costing themselves big bucks by mistiming and mismanaging their investments. There is no replacing the value of a real financial advisor for most investors, analysts agree.
The Dow Jones soared more than 19 percent in 2017 through mid-November. Will the good times continue in 2018? Some analysts say a variety of factors indicate that markets will keep rising.
The price of bitcoin is soaring. Will it continue, as backers insist, or is the bitcoin price rise a sham investment, as some industry veterans say? Time will tell.
The Trump administration says the “repatriation” tax will be money and jobs back to the United States, but shareholders and the stock market are the likely big winners.
Right now, health insurance stocks are going great guns. But will the Trump administration’s recent actions on health care change that?
Portfolio rebalancing is a critical risk-mitigating strategy, portfolio managers say. So why do many clients overlook this key task? A new study aims to provide a few answers.
Top companies weigh in on the potential for tax reform, as well as who will be helped by the potentially historic changes to the tax code. Lowering the corporate tax rate could spur big economic growth, some analysts say.
Republican tax reform proponents suggested they might cap pretax contributions to 401(k) plans in order to raise revenue. While that idea is off the table for now, it could always return. Some advisors are split on the concept.
Collectibles sometimes perform well as an investment — an authentic Babe Ruth jersey, for example. But much more often, an investment in a collectible is influenced by emotion and not recommended by advisors.
A new study confirms that robo-based investment advice is growing substantially. But larger investment firms are profiting much more than smaller firms and that’s driving the growth of digital-based investment advice to new heights.
A new study finds that baby boomers, gen Xers and millennials do not invest all that differently. But analysts say they probably should, given their different investment objectives and time horizons, as well as other factors.
Clients often overestimate their retirement income, analysts say. That means advisors have a tough job getting clients to focus on the difficult planning decisions.
Total 403(b) assets have grown from $357 billion in 1996 to nearly $1 trillion in 2017. With a little knowledge and work, advisors can be an asset to teachers and others relying on 403(b) plans to carry them through retirement.
Gold prices face threats from plenty of corners, including fascination with cryptocurrencies. But gold prices are strong for the moment and expected to be a good investment in the near-term, analysts say.
The rapidly expanding gig economy might be good for employers, but freelance working who lack employer-sponsored benefits and retirement plans need help. Advisors can provide that assistance.
Advisors who downplay portfolio tax management could making a big mistake — for themselves and for their clients. The result could cost the clients a lot of money and expose the advisor to fiduciary rule liability, experts say.
Drone technology is finding uses in the government, business and private sectors. Drone sales are expected to grow 50 percent to $12 billion by 2021. Advisors might begin getting inquiries about investing in drone companies.
Advisors who deploy active portfolio management at their firms have several demands, including access to low-fee investments, and greater clarity/transparency on active management strategies.
