Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning November 1, 2011 Ilana Polyak	A New Track The picks in Chuck Akre's Focus fund should not only be able to withstand a tough economic environment, but thrive in one.
Financial Planning November 1, 2011 Laurence Barton	Unintended Consequences Expanding the fiduciary standard is not in the best interest of consumers.
Financial Planning November 1, 2011 John F. Wasik	Unlisted REITs: Caveat Emptor In an investment world awash with plain vanilla offerings and obscure flavors, unlisted REITs are among the most exotic choices.
Financial Planning November 1, 2011 Donald Jay Korn	The Latin Quarter Fortunately, unleveraged exposure to the region has been more than ample over the past decade. Planners with clients who can live with volatility might want to look south of the border.
Financial Planning November 1, 2011 Craig L. Israelsen	Better Than Cash Consider the performance of two different fixed-income portfolios following four recent crashes in the U.S. equity market. The first is a true all-cash portfolio and the other is a diversified fixed-income portfolio that includes three types of bonds as well as cash.
Financial Planning November 1, 2011 Joseph Lisanti	Made-to-Order Indexes The industry isn't running out of ideas. The evolution of markets and the emergence of new technologies will ensure a continued flow of indexes and ETFs based on them.
Financial Planning November 1, 2011 June Fletcher	Going Into Reverse Several big banks have abandoned reverse mortgages this year, some watchdog groups have maligned them and consumers have shied away from them. Nevertheless, now may be a good time to recommend them to clients.
Financial Planning November 1, 2011 Stephanie Bogan	It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday.
Financial Planning November 1, 2011 Miriam Rozen	Surviving Sanctions Financial planners often make the mistake of focusing exclusively on marketing and execution of clients' plans, but overlook their own industry's self-regulatory requirements.
Financial Planning November 1, 2011 Ed Slott	When a Disability Isn't Disabling The tax code generally assesses a 10% penalty on distributions from qualified plans, including IRAs, before age 59 1/2. But as many advisors and even many clients know, there are a number of exceptions to this rule.
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