Thu, 19 Mar 2015
Advisors who think of retirement planning only as calculating a client's 'dollars per month' will limit their power to act in the new realities of retirement.
Even if Congress can expediently pass Monday's compromise on tax rates, big hurdles on entitlements, the debt ceiling , and possible further tax-code revisions await, says Morningstar markets editor Jeremy Glaser .
Cliffs plus ceilings, the Fed plus tightening, and Google plus regulators are just some of the pairings that caught investors' interest this week.
Investors should prepare to ride through a rough patch as the impending 2013 debt ceiling becomes a bargaining chip in Washington's deficit debate.
Bonds are a better option than cash and less volatile than stocks , but investors should be mindful of headwinds and possibly rethink their fixed-income allocations, says Morningstar's Christine Benz.
As Washington is in full market view--with the Fed's potential tapering, Bernanke's successor, and the debt - ceiling debate--Nuveen's Bob Doll addresses the possible outcomes and their effects.
Five stats from the market and the stories behind them. This week: Apple's steep 12% drop, Netflix's 2 million subscribers, and more.
Relative to their categories, Fidelity's stock funds generally fared better than its fixed-income portfolios last year, but several funds in both camps have good long -term prospects.
The large-cap spectrum saw the most outflows in 2012, which has created opportunities to buy several Gold-rated funds on the cheap.
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