In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
Six years into the bull market, losses booked from the financial crisis have all been used up.
President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.
Trillion-dollar asset transfer opportunities await RIAs
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
Early financial literacy training is key.
<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.
Budget cuts at the agency over the past five years have led to a “devastating erosion of service” — meaning even longer waits on the phone and delayed refunds this filing season, according to the national taxpayer advocate. They also mean fewer audits, which is good and bad.
LifeYield tool, previously available only to advisers, targets DIY investors.
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href="http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH" target="_blank">13 crucial state tax changes</a>.)</i>
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.
House Republicans flexed their muscles during the first week of the new session of Congress, setting up a future fight over Social Security funding that will probably take shape in the lame-duck session after the 2016 elections.
The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.
On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Amount of repayment determines method.
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks.
Problems can arise because of a gap between tax laws and what a broker must report to clients.
