Seek value, diversify globally, and have a financial plan to pursue personal goals, not index returns.
The risk of too much exposure to the future fortune of a client's company comes from more than just owning common stock.
In its 2017 Guide to Retirement, J.P. Morgan Asset Management says return expectations are down almost a percentage point, meaning investors will have to save a lot more to meet the same retirement goals.
Hedge funds are seeking new ways to stand out as the $3 trillion global industry reels from poor performance and big redemptions.