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  • November 3, 2015
    Would President Ben Carson Be Good for the Wealth Industry?

    Ben Carson, perhaps even more of a political outsider than Donald Trump, is now leading among Republican contenders in surveys seeking to forecast Iowa straw polls scheduled for early 2016. So it has to be asked: as U.S. president, would Carson be good for the financial-advice business?

    Last Comment: November 3, 2015
    1 Comment
  • October 26, 2015
    Does the Popular Personal-Finance Industry Help You?

    Suze Orman, Jim Cramer and a host of other pundits fill the air waves with financial advice and investing insights. Does that din make substantive conversations with clients any easier?

    No Comments
  • September 29, 2015
    Do You Think Yellen's on the Right Track with Interest Rates?

    As everyone knows, the Federal Reserve left interest rates alone earlier this month. Now that the dust has settled a bit, was that the right move? Share your thinking in the comment section below.

    Last Comment: September 29, 2015
    1 Comment
  • September 23, 2015
    Is the Lingering Effect of 2008 on Investors Good or Bad?

    Many private clients are still reeling — not least psychologically — from the crash of 2008, according to an Allianz survey of boomer and Gen X investors. To the extent it's true, is this a good thing or not?

    No Comments
  • September 15, 2015
    Do You Care Whether the Fed Raises Rates This Week?

    With markets in trouble and China on the ropes, it's now widely thought a toss-up whether the Federal Reserve will make the first interest-rate hike in nine years this week or maintain the status quo. How much does the Fed's decision mean to you?

    No Comments
  • September 1, 2015
    Has the Stock Market Regained Its Legs After Last Week?

    Equities have seen some sharp session-to-session moves in recent weeks. Is the volatility dying down?

    No Comments
  • August 26, 2015
    Do You Wish You Were Someplace Far Away?

    A lot of people take vacation in the last half of August. Do you wish you were out with them this week, or are you glad you're here to keep investors calm as the stock market tilts south?

    No Comments
  • August 25, 2015
    How Bad Can This Market Downturn Really Get?

    Recent sessions have been routs — with the China bubble, uncertainty about the Fed’s next moves, and a global slide in commodity prices assigned most of the blame. In your coldest assessment, do we have anything major to worry about here?

    No Comments
  • August 18, 2015
    Who’s the Best Dem Candidate for the Wealth-Advice Industry?

    Who among the leading Democratic candidates would be best, as U.S. president, for the financial-advice business. (We limit the field to the top three declared names in most polls, along with a catch-all category for other contenders, official or otherwise. Tell us what you think in the comments.)

    No Comments
  • August 4, 2015
    Who’s the Best GOP Candidate for the Wealth-Advice Industry?

    At this early stage, which candidate for Republican presidential nominee do you think would be best, as U.S. president, for the financial-advice business? (We limit the field to the top three names in a recent Quinnipiac University poll, along with a catch-all category for all the other official contenders. Feel free to elaborate in the comments.)

    Last Comment: August 10, 2015
    4 Comments
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