Global Capital. Clear Intelligence.
Many adults around the world struggle to perform basic financial calculations and understand how investment works studies show. Personal financial advice platform Fin.Tips is backing calls to boost financial education around the world and help individuals and families get a better grasp on their money and how they can make it work for them. An … Read more
What’s Next for Investing? SRI Conference Kicks-Off the Morning After Presidential Election; Among Key Topics: Post-Vote Analysis, Clean Energy, LGBTQ Rights, Shareowner Advocacy. DENVER (October 12, 2016) — In about a month, the largest and longest-running annual conference for responsible investors will convene in Denver. The annual SRI Conference – on Sustainable, Responsible, Impact Investing … Read more
Restricting and Screening are a Thing of the Past – ESG Now about Integration Historically, impact investing has been associated with a much longer time period, lower liquidity, and potentially lower market returns. Mary Jane McQuillen, Portfolio Manager at ClearBridge Investments, recently participated in an AssetTV Master Class countering those outdated beliefs. This is a … Read more
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday Capitalist Exploits take time out of their day to applaud insanity, laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity. … Read more
Imagine a person who has invested a hefty sum of money and is in dire need of assistance managing that investment. And imagine that person’s financial advisor saying he or she can do little or nothing to help. For many Americans who are saving for retirement, that scenario is a reality. “A huge chunk of … Read more
Building a trusting relationship with a financial professional is important because you’ll be sharing information about your assets and income, and you’ll want to feel confident when acting on any advice you receive. But be wary of becoming too close, says Dennis Notchick, an Investment Advisor and Certified Financial Planner with Safeguard Investment Advisory Group … Read more
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 … Read more
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. … Read more
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 … Read more