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Man on Market Street: Worried About Outliving Your Savings?

Do you have a strategy for making sure you don’t run out of money in retirement? Scott Dingwell of BlackRock’s Defined Contribution Group takes to the streets of San Francisco to find out what – if anything – people are doing to ensure they won’t outlive their savings….

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3 Reasons Not to Turn Away from Emerging Markets

Is it time to abandon underperforming emerging markets in favor of bets closer to home? Clearly “no,” says Russ and he explains why….

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Directions

Caught Between Slow Growth and the End of Easy Money

Two contradictory investor concerns are to blame for a recent pickup in market volatility. Russ explains which of the concerns is premature and what that means for investors. …

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Numbers

The Most Important (and Widely Ignored) Economic Number

While economic numbers like GDP or the monthly non-farm payroll report typically garner the headlines, Russ explains why investors should pay more attention to – and may want to alter their assumptions based on — the Chicago Fed National Activity Index (CFNAI)….

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Mic

The Fixation on the Fed: 3 Investing Implications

Hypersensitive investors are reacting to every utterance from central banks like the Federal Reserve and the Bank of Japan. Russ shares three investing implications of this fixation….

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Risk

4 Market Risks Worth Worrying About

For investors wondering what might cause the next correction after Thursday’s market decline, Russ outlines the risks that keep him up at night. …

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Doors

Putting Cash to Work: 3 Ways to Enter the Market Today

With global equities up more than 25% since their bottom last June, many investors are wondering: “Is it too late to move cash from the sidelines to stocks?” No, says Russ, and he offers three ideas for where find value today….

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Sector-Rotation

How to Take Advantage of the Great (Sector) Rotation

The real Great Rotation may just be a shift to cyclical sectors from defensive ones rather than a move to bonds from stocks. Russ explains and offers 3 ways to play this rotation….

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reinhart-rogoff

Why Reinhart & Rogoff Still Matter

Despite Reinhart and Rogoff’s methodology mistakes, their widely cited paper’s basic conclusion still holds. Russ K warns that both policy makers and investors ignore it at their own peril. …

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Slow US Growth Won’t Stall Stocks

Last Friday’s jobs report confirmed that while the labor market is improving, it’s going to continue to be a slow recovery. But this doesn’t mean that stocks can’t advance further. Russ explains….

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