Thu, 6 Mar 2014
Your baby boomer client will seem willing and maybe even enthusiastic about working on a retirement plan, but you must take the lead.
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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