Economy

Will reverse mortgages threaten retirement?

A client walks into your office and makes an admission you don’t want to hear: “I have a reverse mortgage.”

By Staff |May 22, 2012

2 min read

Help clients overlook seasonal trends

All advisors have heard the adage, “Sell in May and go away.” While it may have rung true in the past—and while current macro economic issues are causing investors to pull back—there are still opportunities.

May 22, 2012

2 min read

What is Facebook really worth?

The biggest news last week was the much-hyped IPO of Facebook; throughout the week, both the IPO price and the number of shares offered crept higher, suggesting the investment bankers may have positioned the deal too aggressively.

By David Andrews |May 22, 2012

5 min read

Morning roundup: Facebook; Buffett; JP Morgan

We’re committed to keeping you and your clients up-to-date with global industry news. Every morning, we offer articles from around the web. Here are some selections: – All eyes on Facebook As Wall Street braces for Facebookalypse, several observers raise concerns over whether the ultra-hyped IPO will kick off a new tech bubble. They correctly […]

By Staff |May 18, 2012

2 min read