Foundations Adjusting to Lower Returns, for Now
Private and community foundations are holding spending steady amid lower returns, but can they live with middling investment performance in the long run?
High Home Prices Weigh on Buyers Pushed Into Market by Rent Costs
Affordability concerns are especially acute among millennials, many of whom worry about being able to make a down payment, according to real estate broker Redfin.
Could Student Debt Swing the Presidential Election?
College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
How Providers Can Better Target Female Investors
Women may be more likely “to implement long-term, goal-oriented investment strategies that do not require day-to-day trading,” a Cerulli analyst said.
How Advisors Can Earn Next-Gen Investors’ Trust
A Jefferson National study found that the highest-earning advisors bridge the trust gap with rising-income younger investors.
Impact Investing Metrics Help Firms Improve Bottom Line, Valuations
Investor tracking of metrics like customer satisfaction and environmental impact can help a business function better, GIIN finds.
Some Foundations, Endowments Re-evaluating Hedge Fund Use
While most foundations and endowments are sticking with hedge funds, a sizable number are turning away or cutting back, according to an NEPC poll.
College Costs: Kids’ Expectations vs. Parents’ Ability to Pay
Most children think their parents will pay all their college costs, but parents, many with their own student debt, have different ideas, a survey found.
Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
That's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
Millennials and Boomers Are More Alike Than You Think
Baby boomers and millennials share many similarities when it comes to saving and spending money, according to a TD Ameritrade survey.