Strike Three: Is Index Investing Really a Swing and a Miss?
Let me say right up front that I loved “Moneyball.” It’s the ultimate “revenge of the nerds” story.
Homebuyers, Sellers Both Raring to Go
Half of American adults say they plan to buy a home within five years, while sellers feel confident in finding a buyer, recent surveys find.
Who Will Be Hurt by Trump’s Plan to End State & Local Tax Deductions?
They live in high-tax counties in high-tax states that lean heavily Democratic, and they itemize their returns.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
What’s Best Investment Since 2000? Most Americans Guessed Wrong
Harris Poll survey finds widespread unawareness of the top-performing asset classes since 2000.
Inside the Big-Money Marriage of Simon & Sons, Massey Quick
The principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.
Interval Funds: Pros & Cons of an Alternative Investment You May Have Never Heard Of
These funds are growing in popularity because of potentially high returns and high yields, but there can be a steep price for that.
5 Metrics to Help Advisors Master Online Commercial Real Estate Investing
The passing of the JOBS Act drastically changed the CRE investing environment, opening single-asset opportunities to the masses.
The New Shape of US Household Debt
Household debt has been reshaped in ways that could potentially affect how advisors help manage clients' liabilities, the New York Fed reports.
These 4 Behaviors Lead to Financial Confidence
Only 21% of those in a Guardian Life survey are confident about their current behaviors and future prospects.