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U.S. News & World Report
While it may feel like 2015 just arrived, that New Year's baby is fast becoming a senior citizen. For investors, that means some year-end tasks remain on the to-do list.
But that doesn't necessarily mean placing your bets about which stocks or sectors you believe will do well — or poorly — in 2016. Instead, investment professionals say, year-end financial tasks often pertain to taxes or general planning matters.
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CFA Chicago
Ben Bernanke led the Federal Reserve during the single worst financial crisis since the Great Depression. Working with two U.S. presidents and two treasury secretaries, Bernanke took decisive action — from slashing interest rates to launching an unprecedented bond-buying stimulus — that was praised by the American public as often as it was criticized. What are the key lessons drawn from the financial crisis that are most relevant for today's global economy? Join Ben Bernanke in conversation with the Financial Times' Martin Wolf as he pulls back the curtain on the Federal Reserve, the financial crisis, and its aftermath.
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CFA Chicago
The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.
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The Stuart School of Business at Illinois Institute of Technology will host a “Career Connections” job fair on Tuesday, October 27 at 3201 S. State Street. Recruit for internships and full-time positions from Stuart’s top-ranked graduate programs in finance and mathematical finance. Learn more.
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CFA Chicago
Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related.
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CFA Institute's Enterprising Investor
The practice of private wealth management continues to change as quickly as it grows. For insight on key business trends that will influence wealth management over the next three to five years, CFA Institute Magazine invited three experts to share their views in a roundtable discussion: Stephen Horan, CFA, CIPM, managing director of credentialing at CFA Institute; Mark Tibergien, CEO and managing director at Pershing Advisor Solutions, LLC (a BNY Mellon company); and Scott Welch, chief investment officer at Dynasty Financial Partners.
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Chicago Tribune
Beware of the mail that's arriving from your 401(k) or other investment accounts.
If you open it, red ink is likely to pour out of the envelope and may soil your view of your financial future.
Almost any mutual fund or exchange-traded fund that contains stocks became a loser in the third quarter of this year. The average fund that invests in the stocks of large U.S. companies lost about 7.5 percent during the last three months, and funds that invest in small company stocks plunged about 11 percent, according to Morningstar.
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Pensions & Investments
Now that Federal Reserve Chairwoman Janet Yellen has acknowledged that the central bank is likely to raise rates later this year, institutional investors are evaluating the role of fixed income in their portfolios. Institutional investors on the whole have been reserved when it comes to their fixed-income allocations, said Bryon Willy, a principal at Mercer in Chicago.
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Chicago Business Journals
Chicago's the 11th-most competitive financial market in the world and the fourth-strongest in the U.S., according to a new report.
Chicago came in 11th of 84 cities examined by Z/Yen Group, a London economic think tank and consultancy, which looked at each city’s business environment, infrastructure and human capital, along with other things. Chicago was ranked No. 9 last year on the list, but this year was passed by Washington, D.C. and Toronto, according to the report.
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Chicago Tribune
The Financial Planning Association had its national conference recently, and it could have been presented by the F-word — that is, "fiduciary." The weekend brought together 2,000 certified financial planners, all of whom adhere to the fiduciary standard. That standard of care requires that financial professionals put the interests of clients first.
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Bloomberg via Chicago Tribune
It has been called a Robin Hood tax (a term favored by acolytes of British Labour leader Jeremy Corbyn) and a Tobin Tax, after the Yale economist James Tobin who popularized it. Whatever the name, a tax on financial transactions first proposed in 1936 by John Maynard Keynes may soon become a reality in 11 European countries.
Its ostensible purposes are to raise revenue and reduce risks from financial markets. Unfortunately, the evidence to suggest that it will achieve those goals is too, well, speculative.
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