Advisors

If you make more money, will you be happier because you will be able to afford more things? Research shows this isn’t true. A study conducted by Daniel Kahneman and Angus Deaton analyzed data from more than 450,000 responses to the Gallup-Healthways Well-Being Index. They studied the happiness of people at different income levels. At
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Last year the JPMorgan Global Emerging Market Bond index had a total return of 9.1 percent. “We believe U.S. investors should have an allocation to emerging market bonds,” said Pablo Goldberg, a senior fixed-income strategist for BlackRock, which manages more than $24 billion in assets in a variety of emerging market bond funds. “They have
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However, corrections offer an opportunity to evaluate risk and how well positioned they are for an eventual bear market. By comparing the intensity, recovery and duration of corrections and bear markets and their impacts on investors, we can assess where risk management efforts should focus. Investing opens investors up to the possibility of losses —
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Defined benefit plans may be especially interesting now to certain entrepreneurs, investors and professional practitioners with earnings too high to take advantage of the QBI, said Timothy Speiss, partner in charge of EisnerAmper Personal Wealth Advisors. “It’s very significant, and the 2017 tax legislation is important,” Speiss said. The Tax Cuts and Jobs Act passed
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“Active bond fund managers have been able to increase their returns [over indexes], by adding credit risk to their portfolios, especially over the last five years,” said Alex Bryan, director of passive strategies research at research firm Morningstar. “Anytime volatility picks up, you’ll see more flows into Treasurys, and active managers taking on more risk
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Are you ready to hire a financial advisor? If you have a good income but don’t fully understand how to reach your financial goals, then it might be time, said Winnie Sun, founder of California-based Sun Group Wealth Partners. “You’ll know when you need a financial advisor,” Sun said. More from Straight Talk:Micro-investing builds wealth
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The financial crisis, when virtually all financial assets except Treasury bonds fell dramatically, gave life to the so-called liquid alt funds industry. The funds invest in a wide variety of alternative assets and hedge fund-like strategies intended to not correlate with the returns on stocks and bonds. With such investments formerly available only to institutions
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Most fiduciaries — individuals who are required to act in your best interest — believe you should fully fund other retirement vehicles first, such as a 401(k), 403(b), IRA or Roth IRA. There is generally more flexibility in your investment options, lower fees and more transparency with these accounts. Investment advice should come from a
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