Category: Stocks and Bonds
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Robo-Advisors Vs. Humans
Robo-Advisors Vs. Humans: Gauging The Outer Limits Of Automated Financial Advice The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial planning. In fact, a report by the consulting firm A.T. Kearney predicted that robo-advisors will be managing 5.6 percent of Americans’ investment assets by…
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Double Down! – Inter-Generational Split Dollar Throws Sand in the Face of the IRS Again
Recently I wrote an article on JD Supra called Split to Be Tied (May 4, 2016) regarding the Tax Court decision in Estate of Morrissette, (Estate of Clara M. Morrissette v. Commissioner, 146 T.C. No. 11 (April 13, 2016)). Once again, the IRS has lost a significant inter-generational split dollar case – Estate of Marion Levine, Deceased v.…
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As Investors Seek Tech-Savvy Advisors, Will Financial Professionals Adapt?
Whether it’s mapping the shortest driving route with GPS or making restaurant reservations through a smartphone app, people expect technology to provide them with the answers and the assistance they need. And increasingly, tech-savvy investors are carrying those expectations into the world of finance. “People live lives that are tech-focused, and more and more they…
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Don’t Let Overreaction To Brexit Drive You Into Panicky Investment Decisions
The British vote to leave the European Union – commonly referred to as the Brexit – seemed to catch much of the world by surprise, at least temporarily shook up the markets and left many people wondering whether they should act quickly to protect their investments. But puzzled American investors should wait to see how…
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Investor Sentiment Survey Report
Investor Sentiment Jumps Six Points in 2016’s Second Quarter, Following Three Quarterly Declines BOSTON, July 5, 2016 /PRNewswire/ — Investor sentiment increased in the second quarter of 2016 as measured by the John Hancock Investor Sentiment Index, rising to +25 from +19 in the first quarter of this year. Sentiment had reached an all-time high of…
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The Greatest Misallocation of Capital (BUBBLE) in Financial History
Sometimes it’s critical to look clearly at the big picture. The big picture is that the financial world has allocated capital… trillions of dollars of capital, based on Central Banks trying to corner the bond market. [box size=”large” style=”rounded”]In the current debt-based monetary system, sovereign bonds are the bedrock of finance.[/box] Every other asset under…
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Stock markets are headed for a “Black Hole”
Recognized stock market investing analyst and market timing guru Woody Dorsey, whose research is provided to some of the world’s leading investors, says the stock markets are headed for a “Black Hole”. In the past, Dorsey’s investment forecasts have been extremely accurate and help to explain why his research has been featured in Time, BusinessWeek,…
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So, You Want To Invest In Unicorns?
As an investor in private companies, one of the biggest issues you’re potentially facing is a lack of liquidity. When buying shares of a listed company, most of the time you have a luxury of being able to sell your shares literally in seconds. It’s not quite that easy when investing in private businesses, though.…
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Deutsche Bank Depositary Receipts Virtual Investor Conference
dbVIC: Deutsche Bank Depositary Receipts Virtual Investor Conference dbVIC offers individual and institutional investors unique access to international companies: Investor Relations Professionals from international companies present their equity story live in an online environment and are available for questions afterwards. dbVIC is a unique opportunity for investors – whether large or small – to: Listen…