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Research Affiliates predicts 0.7% annual returns for the next decade

Research Affiliates sides with former Treasury Secretary Larry Summers’ “secular stagnation” explanation for ongoing economic doldrums. Summers’ position is that inadequate demand will cause long-term problems for the economy. With that in mind, Research Affiliates predicts there will be “about 0.7% average annual real returns…

Yellen, Cleveland Fed chief see rate hike ahead

The Federal Reserve will begin raising rates this year if unemployment continues to fall and inflation increases, Fed chairwoman Janet Yellen said Friday. It will be several years before the federal funds rate would return to a normal, longer-run level, she said. Loretta Mester, president…

Tell clients this basic rule: The market will decline at some point

Clients’ emotional reactions can make it hard for them to make proper investing decisions, says Michael Goodman, CPA/PFS. Clients may want to invest when the market is up and sell their holdings when the market is down. The bottom line is that advisers need to…

5 Tips for Backdoor Roth Conversions

What you should know about “backdoor” Roth conversions Financial-Planning.com (5/27)

Keep your eye on this date

Congress is expected to grapple with four big issues when it reconvenes after the August break: the debt ceiling, government funding, tax extenders and highway funding. Adding to the pressure: Lawmakers have arranged deadlines on these issues to occur on a single date, Sept. 30.…