Category: Pressroom

Beware Of Drawbacks When Seeking Yield From Alternative Investments

Ever since the start of the Great Recession, central nanks around the world have been pushing interest rates lower through a combination of rate decisions and monetary easing. By 2016, Japan and several European countries – including Austria, Denmark, Germany,...

/ October 13, 2016

Lorraine Ell was quoted in an article in Investment News

[button link=”http://www.investmentnews.com/article/20160627/FREE/160629942/dol-fiduciary-rule-places-risk-management-software-center-stage”] Read More Here[/button]

/ October 7, 2016

Five ways to tell if your investments are costing too much

Here’s a pop quiz: Name a service you buy, on either a subscription or transaction basis (or both), but have no idea how much you actually pay. [button link=”http://www.santafenewmexican.com/news/business/five-ways-to-tell-if-your-investments-are-costing-too/article_249d580c-0127-5a99-90b2-39d136db3285.html”] Read More Here[/button]

/ October 3, 2016

New Money Market Rules: Choice Between Safety And Yield

Money market funds are mutual funds regulated under the Investment Company Act of 1940 that invest in very short-term interest-bearing securities. Read More

/ September 21, 2016

Look Past the Market Gyrations

Now is not the time to panic. [button link=”http://realmoney.thestreet.com/articles/09/13/2016/look-past-market-gyrations”] Read More Here[/button]

/ September 13, 2016

Your finances: Prepare for a tax hit during retirement

Ah, retirement. Carefree living, no more commute to a job, more time to spend with the family and lower taxes. [button link=”http://www.santafenewmexican.com/news/business/your-finances-prepare-for-a-tax-hit-during-retirement/article_79a91711-2736-56bf-9fd5-67798b996d4c.html”] Read More Here[/button]

/ September 5, 2016

Don’t Give Up the Emerging-Market Ship

Investing globally remains important, and the value status of emerging-market stocks continues to look attractive. [button link=”http://realmoney.thestreet.com/articles/09/03/2016/dont-give-emerging-market-ship”] Read More Here[/button]

/ September 3, 2016

Why I DON’T Hate Annuities

As an owner of a registered investment advisory firm which is fee-only, I should be expected to go along with the group think in my industry and hate annuities. The thinking on this is so strong that it almost raises...

/ September 3, 2016

Stick to Your Investment Philosophy

Despite what may be happening in the world, investors should keep their emotions in check. [button link=”http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/2016-09-02/stick-to-your-investment-philosophy”] Read More Here[/button]

/ September 2, 2016

Would Donald Trump Be Better Off Investing In Stocks?

On August 10, 1985 Michael Jackson closed a deal to acquire ATV, a holding company owned by Australian financier, Robert Holmes à Court, for $47.5 million. [button link=”http://www.forbes.com/sites/katestalter/2016/09/01/would-donald-trump-be-better-off-investing-in-stocks/#6eee170f71a7″] Read More Here[/button]

/ September 1, 2016