Honoring Investment Managers Who Shine in Rainy and Sunny Times
When advisors outsource their investment management, the strategists they employ should post healthy performance numbers.
What Is Good Advice?
One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.
GMO’s Grantham: Some Boom Left Before the Doom
Jeremy Grantham thinks the market will rise another 8% before the bubble bursts, leaving a legacy of multiyear negative real returns.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: Deductions
Continuing to look at opportunities from client tax returns, we look at available deductions from clients’ gross income on their 1040s, including health savings accounts.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
Fossil Fuel Divestment: Portfolio Consequences and Strategies
Our research suggests that institutions could be better served by a “divestment” portfolio than individuals, but there’s much more to the story.
Schwab Marries Strategic Beta, Market-Cap Strategies
Schwab’s Tony Davidow believes there’s a role for active, market-cap and fundamental index strategies in building portfolios.
How to Mimic Hedge Funds With ETFs
It's a complicated, but viable, process for advisors, says Adam Patti of IndexIQ.
Top Portfolio Products: SSGA Rolls Out Multi-Factor SPDR ETF
Plus, Exceed Investments adds fund that tracks Nasdaq’s structured-product index.