Just Say No to the S&P 500, GMO Warns Investors
GMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
How to Spot a Bull or Bear Market
Defining a market by percentage changes doesn't offer the insight needed to make investment decisions.
2 Key Times to Invest in Actively Managed Funds
When should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
Using Sharpe’s ‘Tracks in the Sand’ to Build Better Portfolios
Looking at a fund manager’s behavior is key to determining whether their investment style is appropriate for your clients.
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
Hedge Fund Manager Points to Gold as Hedge Against Rising Political Risk
Ray Dalio recommends having 5-10% of assets in gold; current risks are “especially challenging to price in.”
529 College Plans and Taxes: The Basics and Then Some
Find out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
More Investors Think Their Portfolios Can Change the World
Interest in sustainable investing is surging, especially among millennials, the Morgan Stanley Institute for Sustainable Investing reports.
Boomers Who Refuse to Sell Are Dominating the Housing Market
Older Americans own half of houses, squeezing out youngsters; why one 23-year-old cruises streets and knocks on doors
Buffett Nears a Milestone He Doesn't Want: $100B in Cash
While that figure highlights the staggering moneymaking ability of the businesses he’s collected over the years, it’s also a burden.