Don’t Forget Japanese Stocks When Investing in Developed Markets
The Nikkei 225 has just reached a 21-year high, outperforming U.S. and European markets.
How Advisors Really Use Morningstar Fund Ratings
A recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
Retirement Saving Checklist: 15 Things to Know That Can Lead to Success
Using this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
USAA Launches Its First Branded ETFs
The new suite of ETFs focuses on factor-based equity funds and actively managed fixed income funds.
Treasury Backs DOL Fiduciary Rule Delay
A just-released Treasury report also calls for more annuity access in 401(k) plans and a "plain vanilla" ETF rule from the SEC.
Morningstar’s Good and Bad 529 Savings Plans in 2017
Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
Trump Is Said to Lean Toward Jay Powell as Next Fed Chairman
Powell is a Fed governor and reportedly one of three top contenders, along with Stanford professor John Taylor and current chair Janet Yellen.
4 Facts About the World’s Billionaires
Billionaire wealth — as well as the number of billionaires — grew in 2016, according to UBS and PwC.
John Bogle Warns: Vanguard Is Getting Too Big
"Economies of scale just can't keep going on much longer," the founder and former CEO of the mutual fund giant says.
10 Things About RMDs You Need to Know
Retirees who misunderstand RMDs could be in for some pretty unpleasant — and expensive — surprises.