Because the primary driver of returns in private equity is not market beta but rather the manager’s ability to successfully find, improve and exit their investments, it is critical to carefully evaluate a manager before investing.
Hedge funds over the first three months of 2016 suffered their worst quarter in seven years. That prompted investors to withdraw a whopping $15 billion from hedge fund investments, according to a recent report....More
At times like these—when the overall market is flat and Wall Street in general doesn't expect the S&P 500 to move much higher through the end of the year—there's even greater interest in figuring out which stocks and sectors will outperform....More
Over the long run, alternative investments have outpaced traditional 60/40 stock/bond portfolios with lower volatility. What's the secret? Gaining more in up markets than they lose in down markets....More
One of the best-performing U.S. municipal-bond funds rose to the top with debt backed by a once bankrupt county and cigarette-company payouts at risk as Americans kick the habit. Another driver: It largely steered clear of Puerto Rico....More
Marc Chaikin, stock market expert and the creator of Chaikin Money Flow, demonstrates how to build portfolios that outperform the market and beat robo advisors. He'll demonstrate the simple way to find trends in equity sectors—and use a combination of stocks and ETFs to construct strong client portfolios....More
Say “retirement plan” and most people today think 401(k). 403(b) plans are generally considered the exception or the anomaly, and until several years ago, they really were quite different from 401(k) plans....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More