Economics

538 Posts

A More Personalized Approach to Private Wealth

Instead of developing a one-size-fits-all rubric or concentrating on honing their social savvy, whether interpersonally or via social media, private wealth managers might be better served by focusing on their metrics, their risk mitigation, and, especially, the development of individualized strategies designed for clients’ particular situations, that take into account what they ultimately want to achieve with their wealth. Read more

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This Chart Breaks Capitalism — Can the Fed Fix It?

This Chart Breaks Capitalism — Can the Fed Fix It?

As I write this, US Federal Reserve Chair Janet Yellen and the Fed Board of Governors are ensconced in another two-day meeting. They will make a statement at the end. That statement will either move markets or bore them, but as a professional investor I will be waiting for exactly one thing: certainty about the path interest rates will take. Read more

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The 10 Keys to a Retirement System That Works

When clients ask you whether the hodgepodge of social security programs, private savings accounts, and employer-sponsored retirement plans that we collectively rely on will be sufficient to provide them with a comfortable living after they stop working, you probably have an easy answer at the ready. “Ha!” Read more

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