Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Putting All of Your “Alts” in One Basket?
By Cliff Stanton, CFAOn a recent trip to Costco, I was reminded of the benefits of one-stop shopping.
November 10, 2015
Injured in an accident? Supreme Court to weigh inTo give insurers a victory, the court might have to interpret "appropriate equitable relief."
November 02, 2015
The Dangers of Investing ComplacencyA recent hiking trip demonstrates how unhelpful preparation is without implementation.
November 02, 2015
Sustainable Investing: Growing Investor AcceptanceTotal U.S.-domiciled AUM using SRI strategies grew 76% from 2012 to 2014, the Forum for Sustainable and Responsible Investment reported.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.
September 28, 2015
Funds vs. Benchmarks: Which Group Wins?In the first half of 2015, the markets fluctuated modestly, but this was a tough period for fund managers.
August 31, 2015
Long-Short Equity Funds: Heroes or Hype?Mainstream investors' experience with long-short mutual funds has been acquired in an equities bull market; are they really everything investors think they are?
August 31, 2015
U.S. Equity Funds Lose Assets as More Investors Go GlobalMorningstar says investors are turning away from U.S.-equity mutual funds and ETFs — taking some $14.3 billion out of these products in July. That…