California Public Employees' Retirement System oversees $298 billion – Financial advisers who use hedge funds in their clients' portfolios say they aren't rethinking that approach after a huge California pension fund announced plans to exit the hedge-fund market. Anna Prior |...
The Federal Reserve on Wednesday renewed its pledge to keep interest rates near zero for a "considerable time," but also indicated it could raise borrowing costs faster than expected when it starts moving. Michael Flaherty & Howard Schneider
...What could be better than “save-the-date?” A lilac-scented envelope with frilly streamers usually heralds the announcement of upcoming nuptials with an attendant celebration to boot. Choose from the chicken or fish option and you’re on your way. If only it...
CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, Foundation for Financial Planning, and the U.S. Conference of Mayors – to organize annual Financial Planning Days in October, consisting of free public events in cities...
In an effort to keep too-low inflation from derailing the eurozone's weak economy, the European Central Bank surprised financial markets with a cut in interest rates and new stimulus plans, despite opposition from Germany's powerful central bank. Brian Blackstone |...
The number of contracts signed to buy previously owned homes rose in July, a new sign that steady job growth is supporting a rebound in demand for housing. Shari Olefsen joins MoneyBeat. Yahoo! Finance
...Explaining the past is much easier than predicting the future. This uncertainty raises a significant number of issues when creating a financial plan for a client. Monte Carlo simulations will illuminate the nature of that uncertainty, but only if advisors...
Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance. We work together with you to assess your individual circumstances, your personal needs, and your long-term...
Partners Eric Lai and John Wenzel are pleased to announce their recent acquisition of Archvest Wealth Advisors, a comprehensive financial planning firm located in San Francisco's East Bay. PR Newswire | San Francisco Business Times
...Until his Social Security check arrived nearly $300 lighter last June, Eric Merklein, 67, had no idea that he was carrying outstanding student debt. Merklein eventually learned that the government was taking money from his Social Security payments to repay...
The best investment marketing campaign I've seen are the new CFP Board ads. The ads (click here to watch) portray a well-dressed, earnest young professional talking to potential clients. After throwing out a few pieces of financial-speak such as "401(k)s...
Suppose you need cash for a medical emergency. You can tap your IRA, especially if you plan to repay your account. The key is to repay the money within 60 days. In IRS jargon, that is an IRA-to-IRA rollover. Investor’s...
Standard & Poor's declared Argentina in default after the government missed a deadline for paying interest on $13 billion of restructured bonds. Camila Russo and Katia Porzecanski | Bloomberg
...The last few years have featured so many tax changes that it is hard to keep them straight. For some help, here's a quick summary of what I think are the most important federal tax changes that will affect individual...
The Fama and French three-factor model is used to explain differences in the returns of diversified equity portfolios. The model compares a portfolio to three distinct risks found in the equity market to assist in decomposing returns. Prior to the...
