Correctly Classifying Utilities ETFs
Last Friday utilities stocks plummeted 3.5% while broader stock market was little changed This was a good example that utilities stocks act…
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Myopia & Market Function
The Wall Street Journal posted an article written by Shlomo Benartzi who is a professor at UCLA specializing in behavioral finance. The…
The End of Retirement As We Know It?
For those of you who have ever considered an encore career, did you ever think your next job would be in retirement…
Donald Trump and the Benefit of Financial Foresight
Donald Trump’s current net worth – as he would be the first to tell you – is estimated to be between $2…
Liquid Alternatives: Take the Time to Get to Know Them
There is almost total agreement that diversification is a powerful tool and that when properly utilized, can smooth returns and provide risk…
Trust Me, I’m A Robo-Advisor
We always want to complete things, and it makes everything interesting when it comes to the psychology of money. It is the…
Generation Y: How you Can Help Your Kids and Grandkids Survive Financially
If it seems that there is constant negative press about Generation Y and its ability to survive in today’s economy, you’re right.…
3 Factors To A 3-Month Stock Celebration
By July of 2012, a wide range of indicators suggested that the U.S. economy was flirting with trouble. Job growth was decelerating.…
The ABCs of Bond ETF Distributions
How do bond exchange traded fund (ETF) distributions work? It’s a question I get a lot. First, let’s explain what we mean…
Integrating Social Security Into Retirement Portfolios
Social security is arguably among the richest and robust pension programs ever created. In it’s current structure, social security provides federally guaranteed…
Jemstep Advisor Pro Helps Convert Robo Prospects into Clients
While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer…
The NFL – An “Untacklable” Brand
Is there really such thing as an “untacklable” or unstoppable brand? After two decades as a brand consultant, my gut reaction is,…
From ETF Bootcamp to Morningstar ETF: Industry Has Eyes on What Makes a Successful ETF
Last week, I attended the second annual ETF Boot Camp in New York City. The conference hosted the best and brightest in the ETF…
What the 3rd Quarter Tells Us About The Stock Market In October
Three months ago to the day (6/30), I served up a list of reasons for lowering one’s exposure to riskier assets. I…