Advisors

Roughly 11 percent of those “never beneficiaries” are employees who worked in jobs that receive a public pension and don’t pay into Social Security. Among the groups potentially affected: government workers, teachers and railroad employees. (For example, a 2014 report from advocate TeacherPensions.org estimated 1.2 million teachers — or about 40 percent of the nation’s
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For sophisticated bond market investors, no three words invoke more fear and debate than “inverted yield curve.” Yet many individual investors don’t understand inversion and why a healthy fixed-income market is so critical to their financial well-being. With the near-800-point drop in the Dow on Tuesday being at least partially attributed to the sudden inversion
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Gyrating markets, rising rates and significant market volatility will always create anxiety for investors and leave them with a bad, sinking feeling. Those big swings typically cause investors great concern, no matter the rise or fall. But what is the root of the anxiety? Behavioral science suggests that humans are “uncertainty reduction” machines. That’s one
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Mark McCarron, chief investment officer for Wescott Financial Advisory Group, believes in global diversification when it comes to investing in stocks. But not when it comes to bonds. The reason: currency risk. “Our fixed income exposure is almost exclusively in U.S. dollars,” said McCarron, whose firm manages more than $2 billion in assets. “Currencies are
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We’ve all heard of voodoo economics, but voodoo investing? Noted Washington, D.C.-area radio personality and former financial advisor Dawn Bennett was convicted earlier this week of fraud, found to have bilked 46 listeners, advisory clients and friends who trusted her out of some $20 million in a Ponzi scheme. Prosecutors say she used voodoo in
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Whether you’re looking to avoid companies that have questionable environmental practices or to reward those that prioritize gender equality, there’s an investment strategy for that. Say hello to sustainable investing, which you may also know as socially responsible investing, a way for individuals to make a social impact with their dollars. This investment strategy involves
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