Forget investing, Wall Street is a marketing and sales machine. They've developed a real stinker of a product that at first glimpse appears like the answers to your prayers but really is just one more ...

With stock market volatility likely to remain high until the COVID-19 crisis ends, many investors, including physicians, are concerned about the unpredictability of portfolios’ performance. At the ...

When the European Central Bank signalled that its next likely rate move would be upwards, it triggered a sharp shift in interest rate expectations. The euro swaps yield curve dramatically inverted ...

Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

A question that commonly comes my way lately is, “How can I earn a higher return on my cash and CDs?” It’s a dilemma many find themselves in with the current market environment of low interest rates ...

When we build portfolios for our clients, we strive to make complex investment concepts easy to understand. Often, we reference a “Three Bucket” approach to asset allocation. To Be Happy Now, Live ...

The rise of financial engineering in recent years has resulted in the creation of a new class of investment vehicles called structured products. Issued by investment banks, structured products have a ...

As investors seek investments that produce strong income in today’s climate of historically low interest rates and yields, where should they turn? Advisors who are working out income allocations for ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...

Fish and Fowl Today's column is something different. Rather than advance an argument, as this space customarily does, it describes an investment type: structured notes. Normally, I leave investment ...