Warren E. Buffett, the billionaire investor known for his record of beating the market when stocks languish, oversaw a decline in his company's value last year as the S&P 500 ended unchanged.
As a financial adviser, you actively promote advanced planning to your clients to help them achieve their financial goals. As a business owner, it is just as important that you do the same by creating a succession plan for your practice.
You've heard of the movie, The Horse Whisperer, and you are probably familiar with TV personality Cesar Millan, The Dog Whisperer. Well, think of me as The Client Whisperer.
Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.
Last week, the S&P 500 pulled back by less than 2% - certainly not sufficient to clear the overvalued, overbought, overbullish, rising-yields syndrome that we observe in the market, but enough to bring our estimate of S&P 500 10-year total returns from an expected 3.06% to an expected 3.25%.
Portfolio diversification can improve and smooth out performance across investment environments and, given ongoing policy disarray and the likelihood of recession in both the US and Europe, it's a concept worth revisiting.
A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.
Consumer Reports sheds light on what investors think of the nine largest discount brokerages.
Warren Buffett, the billionaire investor who has highlighted his record of beating the market when stocks languish, oversaw a decline last year as the Standard & Poor's 500 Index ended unchanged.
In an upcoming segment on CBS' "60 Minutes", Berkshire Hathaway chairman Warren Buffett noted that he would like his son Howard -- a farmer -- to take over the company after he dies.