When Active ETFs Aren't Really Active
Because of the SEC's approval of transparent, actively managed ETFs, advisors can now select from an increasing array of passively and actively managed ETFs for building and maintaining client portfolios.
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.
The Biggest Lie of the New Century
The claim that bank executives did nothing illegal during the financial crisis is simply implausible if not laughable, Barry Ritholtz writes.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
Investing Like a Billionaire: Buffett and Icahn’s Energy Investments
Buffett’s energy play includes investing in spinoffs of companies he’s already backed, while for Icahn, the energy sector comprises just 19% of his equity holdings.
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014
PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
Managed Futures and Fixed Income, Part 2: Odd Couple of Diversification
Managed futures offer significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.
Can Managed Futures Be an Income Investor’s Best Friend?
Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?