James B Coffman CPA CFP Cfa

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Finding Stable Dividends in a Rough Market

In a world of slowing dividend growth and potentially rising interest rates, your dividend investing strategy may need some tweaks.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

5 Tax Tips for Millennials

Winging it on your taxes? You could be missing out on significant savings or worse yet, be endangering your finances and freedom by not knowing the basics.

A Beginner’s Guide to Choosing a Stock Broker

Choosing a broker can be as challenging as choosing a stock. You have to be familiar with different investing styles…

Impulse Buys Make You Feel Good, But At What Price? : Enemy of Debt

According to the 2012 Shopper Engagement Study, we as consumers make grocery shopping decisions in the store at a rate of 76%, causing us to spend more than originally intended. Even with the best laid plans, coupons, shopping circulars, and a specific list statistics show we are drawn to spend more. Research shows tough current economic conditions cause us to “splurge” at the grocery store for psychological reasons we don’t even realize at the time. As I pondered that thought I realized even…

Are Rising Bond Rates Good or Bad For Stocks?

What effect does rising bond rates have on the stock market and economy? Is this generally a good effect or bad effect?

Selling stocks on inflation fears? Financial pros wouldn’t

Inflation is one of those economic terms most of us know just enough about to be afraid of. We know it erodes our money over time, and that it arrives in the form of higher prices for everyday good…

Stocks, TIPS Tumble As Fed Abandons Bond-Buying "Due To Technical Difficulties"

...sending real yields higher and dragging down big-tech/growth bets...

How Stocks Do During Geopolitical Events

The impact to stocks from major geopolitical events historically has been short-lived, according to data from LPL Financial Research.

When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates?<br>Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.1 It follows that an investment strategy based upon attempting to exploit these sorts of changes isn’t likely to be a fruitful endeavor. Despite the unpredictable nature of interest rate changes, investors may still be curious about what might happen to stocks if interest rates go up.

Are Stocks Warning About A Coming Recession?

Stock Brokers vs. Underwriters: What's the Difference?

Learning about underwriting and agency roles at a brokerage can give insight into how securities are issued and traded.

Financial Advisors Who Buy Individual Stocks and Bonds

Meet financial advisors who primarily invest directly in individual stocks and bonds for their clients to build diversified portfolio.

Retirement stocks have dropped financial advisers offer tips

When some people think of retirement they think of that money they've set aside for their relaxing years

What Is A Financial Bubble?

A lot of clients ask me: When is the bubble going to pop? What is the next bubble on the horizon? How do we prepare for the next bubble? My question back to them is always: Do you know what a bubbl…

When the bond market flashes a recession warning, these are the stocks to consider, Trivariate says

The market has had mixed performances during yield curve inversions, but there are stocks that have done consistently well, according to Trivariate Research.

How will higher interest rates affect stocks?

The connection between jobs, the prospect of Fed rate hikes and a stronger dollar has investors spooked

Chinese Stocks: Value Stocks or Traps?

Chinese stocks have sold off again and some have single digit P/Es. Is it time to buy?