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Morningstar Managed Portfolios: Innovation and Speculative Fervor
We’d advise against looking at the high absolute returns from the U.S. equity market over the past 5 years and extrapolating those to the future.
Frontier Asset Management: Remember The Wizard Of Oz
Remember Ozzie Smith? His stats prove that the greatest players succeed by running up the score one base at a time. Your clients want to see this.
CPAlliance: Review Your Clients' Medicare Plans Now
If your clients are on Medicare, it is important to review the plan and make sure it still matches their healthcare needs. But it can get confusing.
Invesco: What Your Clients Need To Know About Taxes
Will tax hikes kill the bull market? One of the biggest money managers on the planet ran the numbers and determined that fear may be overstated.