Investment

Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.

Highlights

Apollo, Citadel Flag Hidden Costs of Passive Investing

Nov 22, 2024

ETFs have seen record net inflows this year.

Trump Is Making the 60/40 Portfolio Great Again

Nov 22, 2024

The president-elect’s agenda promises uncertainty and volatility for stocks. A healthy exposure to bonds may be...

solar panel green investing climate funds

Climate Funds on Track for First Year of Outflows

Nov 22, 2024

Morningstar analysts attribute the outflows to high financing costs and a concern the companies included in...

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Small Cap ETF Performance in the Wake of Trump's Victory

Nov 22, 2024

Small-cap stocks are a sector that has rallied in the weeks since the presidential election. Here is how the top 20 largest small-cap ETFs have performed in the past month.

Ron Baron’s $45 Billion Firm ‘Studying’ Whether to Launch ETFs

Nov 21, 2024

Baron Capital, which focuses on traditional mutual funds, is sizing up the tax advantages and trading capabilities of ETFs.

Nouriel Roubini Debuts His Alternative-Haven ETF for Trump Era

Nov 20, 2024

The Atlas America Fund (USAF) will invest in climate-change resilient real estate investment trusts, inflation-protected U.S. Treasuries, municipal securities, corporate bonds and gold trusts, among others.

Bridgewater Partners With State Street For ‘All Weather’ ETF

Nov 20, 2024

State Street Global Advisors plans to create the SPDR Bridgewater All Weather ETF. The fund will be sub-advised by Bridgewater, which will provide a daily model portfolio specific to this product.

‘FIRE’ ETFs Catering to Retire-Early Strivers Make a Debut

Nov 19, 2024

Tidal Investments has introduced the FIRE Funds Wealth Builder ETF (FIRS) and the FIRE Funds Income Target ETF (FIRI).

ETF Share Classes for Mutual Funds: What Financial Advisors Need to Know

Nov 19, 2024

The SEC is reviewing applications from more than 30 asset managers for exemptive relief.

Nine Investment Must Reads for This Week (Nov. 19, 2024)

Nov 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports...

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Investment

Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies. For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.

Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.