“Bullish percent” represents the percentage of stocks in a particular index now trading in bullish point-and-figure chart patterns, that old school price analysis that the MBA’s at the big investment firms can’t stop chuckling over. “Oh no, not technical analysis again! Are the tarot cards next? Please!” Fine, let them…

Sixty years ago Congress passed the Equal Pay Act, which has resulted in significant gains for female employees toward achieving “equal pay for equal work.” What Does The Equal Pay Act Do? The Equal Pay Act prohibits a company from paying unequal wages to men versus women for “equal work…

As traditional investment vehicles like stocks, bonds, and mutual funds continue to face volatility and uncertainty, many investors are turning to alternative investments in hopes of higher returns and greater diversification. According to a report from Boston-based Cerulli Associates high net-worth clientele now have an average of 9.1% of their…

Investors willing to risk cash in the face of rising interest rates and a weakening economy can take advantage of opportunities away from the stock and bond markets, money managers said at an alternative-investing conference in New York on Monday. “We’re in a period of high volatility and uncertainty—generally asset…

What are the primary concerns of investors today and what type of support are they looking for from financial advisors? These are critical questions for advisors, and the answers can guide how they promote their capabilities and guide client conversations. Fortunately, a survey that Russell Investments conducts every year provides…

As noted last week, small-cap stocks began to outperform after the jobs report on June 2 was mixed enough to allow the Federal Reserve to refrain from raising short-term interest rates this week. Through the end of May, small-cap stocks, as measured by the Russell 2000, were down fractionally for…

The word “the next generation” is often touted within the private wealth sector, just like many other industries today. To help make sense of concepts, especially when you’re not part of a movement, school of thought, industry, or generation, various frameworks often come handy. Think Edward De Bono’s lateral thinking,…

If you are a long-term investor, you most likely have your portfolio allocated in a diversified manner, with equity exposure that extends beyond the US borders to include foreign Developed Market (DM) and possibly Emerging Market (EM) exposure. As pertains to the equity component, strategic asset allocation approaches frequently seek…

The Gist of the Debt Ceiling Issue Enacted during World War I, the “debt ceiling” is the cap on how much the US government can borrow to meet its legal obligations. Because the US government runs a deficit yearly, the debt ceiling must be raised periodically, or the government will…

But the failure of the California bank was a home run for Morgan Stanley. Depositors and shareholders weren’t the only ones fleeing San Francisco-based First Republic Bank before it was seized by regulators and sold to JPMorgan. As a crisis of confidence enveloped regional and specialized U.S. banks, especially those…