Today’s yields can’t beat inflation. CD investors are effectively losing money. According to Market Rates Insight, a research firm tracking bank rates, annualized inflation has surpassed long-term certificate of deposit rates since February. In April, 12-month inflation hit 3.16% while the highest-yielding 5-year callable CD on the market offered a 2.4% interest rate. May’s Consumer [...]

There are compelling reasons why advisors suggest money management with a third-party asset managers. Why do advisors “hire out” the management of portfolios? Some investors are puzzled when financial services professionals recommend third-party asset managers to supervise their portfolios. Why would they recommend turning over the active management of the portfolio to someone else? It [...]

Why these stocks are looking attractive again to high net worth investors. Large caps have kept up with small caps this year. 2010 was a great year for small stocks – the Russell 2000 advanced 25.31% while the S&P 500 returned 12.78% (15.06% including dividends). This year, the story may be different: when the market [...]

What does it mean for the markets? Will the Mubarak government be toppled? Egyptians took to the streets in Cairo and other major cities Friday, facing riot squads and armored personnel carriers as they demanded political reforms and an end to the 30-year rule of the country’s president, Hosni Mubarak. The Mubarak government shut down [...]

Here are some things you might want to do before saying goodbye to 2010. What has changed for you in 2010? Did you start a new job – or leave a job behind? Did you retire? Did you start a family? If some notable changes occurred in your personal or professional life, then you will [...]