Practical analysis for investment professionals

US Corporate Tax Cuts: Two Boogeymen to Keep in Mind

The yet-to-be-completed US tax bill reducing the corporate tax rate from 35% to 20% and encouraging the repatriation of earnings is generally seen by investors as a positive development. But investors should be mindful of several resulting tax consequences that may decrease valuations and corporate earnings once the bill is enacted.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Innovating in Zeros: Skype Co-Founder Finds Lessons in Failure

“Success is going from failure to failure with the same enthusiasm,” says Skype co-founder Jonas Kjellberg.

Book Review: Adaptive Markets

The concepts presented in Adaptive Markets relate to all types of investors, assets, and markets. Andrew Lo reviews efficient markets, the random walk, and standard risk/reward measures in investments.

Best of 2017: Financial Analysts Journal, CFA Digest, and In Practice

What can we learn from downloads of CFA Institute publications in 2017? Mark Harrison, CFA, sifts through the most popular CFA Institute Financial Analysts Journal articles as well as CFA Digest and In Practice summaries to uncover a few themes.

Another “Doomsday Moment” for High-Yield Strategies

Risk in high-yield markets is as high as it has ever been, according to Jochen Felsenheimer.

Fintech: Revolutionizing Wealth Management

Fintech is revolutionizing the financial planning industry and forcing a change in how wealth is managed. The drive toward efficiency and agility in practice management benefits both clients and advisers. Marguerita Cheng, CFP, RICP, provides an overview.

Top Five Articles from November: Equity Valuations, Amazon, Palm Oil

Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

Filial Support Laws: “A Sleeping Giant”

US filial support laws could be a potential "sleeping giant." For those with clients who refuse to acknowledge the importance of planning for long-term health care in retirement, read on.

Active vs. Passive vs. Amazon et al.

The top 10% of firms account for 80% of all profits, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win bigger than ever, but Amazon, one of the world’s biggest winners, is not making much in the way of profits.



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