Now is the time for active fund management
Originally published in CNBC By Debra Silversmith In years of rising stock markets and low volatility, passive investment management has certainly had its day in…
Category: Financial
China’s Rough Ride Puts Active Management in Focus
Originally published in The Street By Debra Silversmith The Chinese dragon is breathing a lot less fire these days, and the plunge in that nation’s stocks…
It’s Time to Invest in Real Estate Instead of Stocks
Originally published in The Street By Damian Maldonado As both a mortgage banker and an active investor in the stock market, I’m quite familiar with the…
A Checklist For Advising Same-Sex Clients
By Melissa Montgomery-Fitzsimmons, Director of Wealth Planning at First Western Trust Bank Despite the Supreme Court’s ruling on gay marriage, couples in a number of…
Should more CPAs become financial planners?
Originally published in Financial Planning By Lyle Benson For financial planners and accountants alike, this tax season yielded many more client questions about their financial future…
5 Real-Estate Investments for Higher Returns
Originally published in The Street By Damian Maldonado The stock market is high. Bond yields are low. You own a home and have plenty of savings….
5 Real-Estate Investments For Higher Returns
By Damian Maldonado, CEO and Founder of American Financing The stock market is high. Bond yields are low. You own a home and have plenty…
The problem with Obama’s clean-energy plan
Originally published in CNBC By Thomas H. Stoner Jr. The Obama administration’s new push to reduce power-plant emissions may very well fall short of its goals….
Why You Don’t Need to Worry About Puerto Rico, China or Greece
Originally published in The Street By Debra Silversmith Consider, for a moment, the world’s current economic troubles: China’s bear market; Puerto Rico’s debt crisis; the never-ending Greek drama….
Smart People Doing Dumb Things
Originally published in Financial Advisor By Mark Hurley The wealth management industry is chock-full of really smart people—Ph.D.’s, CFAs, CFPs, people who teach at universities, etc. They…