Everything That Goes Wrong When Stocks and Bonds Fall Together

Oct 10, 2018

The inverse correlation of U.S. bonds andequities has evaporated.

An Increasing Number of New Real Estate Funds Target Opportunity Zones

Oct 10, 2018

The Opportunity Zone legislation has already unleashed considerable activity, with real estate companies starting to establish new funds.

How Yield Curve Fears Make a Flash Crash More Likely

Oct 10, 2018

An inverted yield curve doesn’t portend an imminent recession. But it may be the trigger that leads to another flash crash.

A New Designation for the Impact Investing Advisor

Oct 09, 2018

The new Chartered SRI Counselor is now available through the College for Financial Planning.

Data Points: What Advisors Think About Investment Management

Oct 09, 2018

Many advisors still see portfolio construction and asset allocation as a value proposition.

Watch Out for These 20 Bubble Housing Markets

Oct 09, 2018

The latest UBS Global Real Estate Bubble Index points to Hong Kong, Munich and Toronto as the global housing markets most at risk for a significant correction.

Using Futures in a Passive Portfolio

Oct 08, 2018

Futures analysis should provide actionable information that can be used to reduce tracking error or construct more effective hedges.

Don’t Fear Growing High Yield ETF Demand

Oct 08, 2018

Investors in high yield bond ETFs should be focused more on the credit risk than the interest-rate risk.