Why the veteran market guru likes Japan, gold and emerging markets and why retail advisors should gravitate to the fee-based, asset-gathering model....
Welcome to the New Normal, a ghoulish economic scenario. But there are some tweaks investors can make to their portfolios to protect against the apocalypse....
Jan 22, 2010 12:54 PM, David A. Geracioti, VonAldo.com
A recent study says says it paid to use fundamental indexing in the decade of The Aughts. Rather than losing money, you would have earned a small return. ...
Jan 5, 2010 8:48 AM, By David A. Geracioti VonAldo.com
First the good news: The S&P 500 should climb by about 19 percent or so from yesterday’s close, says mutual fund manager Steve Leuthold in his firm’s “Green Book” monthly research report, released this morning. Now the bad news: “Then [it] will give up those gains in the second half of the year.” In short, the bull is getting old. VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...
Feb 22, 2010 4:07 PM, By David A. Geracioti, VonAldo.com
Dr. Marc Faber, who predicted the 1987 crash and the recent financial crisis, is predictably gloomy. Buy farmland, gold and head into the country to avoid a "dirty" war, he told a conference. For more, please go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti....
Jan 13, 2010 10:08 AM, David A. Geracioti, VonAldo.com
It’s earnings season, and consensus analysts’ estimates are predicting a 184.2 percent jump in earnings for the S&P 500 companyies in Q4 over a year ago. Obviously, Q4 earnings have an easy bogey, since Q4 2008 earnings were pathetic. The rebound in Q4 earnings will be driven by financial, analysts say. For more, go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...
If the current economic and investment climate aren’t enough to stimulate conversation with your high net worth clients, you may want to add “estate taxes” to the list of ongoing discussion topics. ...
Jan 11, 2010 4:41 PM, By David A. Geracioti, VonAldo.com
Each December analysts at Raymond James pick a list of stocks its will likely “produce above-average price appreciation over the next 55 weeks.” This year’s list contains 14 stocks that Raymond James analysts say should somehow outperform despite “expected relative slow recovery of the U.S. economy” in 2010. For more, go to VonAldo.com, the blog of Registered Rep. Editor-in-Chief David A. Geracioti...
The American Dream Planner is designed to develop and stress- test wealth accumulation, management and transfer choices. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts (Bypass, Marital, ILITs, CRTs, GRATs), SCINs, marketability and minority interest discounts and other techniques with income, gift and estate tax calculations. Data rich and interactive pie, line and bar charts and tabular data and mail merge provide a source for customizable reports. All versions can share encrypted data. The Personal Edition is intended for individuals with current estates of less than $3-5M. ...
