Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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While the markets may be buoyant, this is a time for caution. Some funds now seem richly valued as suggested by dividend yields and price-earnings ratios. Investors should be wary, underweighting the pricey funds described below—or staying...
These days, all estate planners must be prepared to attend to the needs of multinational clients. And that means advisors must be familiar with the Heroes Earning Assistance and Relief Tax Act. HEART, as it is known, passed in the summer of 2008...
To read the accounts in the popular press of last year's mutual fund performance is to understand the frustration felt by many investors. Exhibit A: Barron's annual fund family ranking issue earlier this year doctored the headline The Best Fund...
Plenty of investors have been unhappy about their municipal bond funds of late. During 2008, the average municipal bond mutual fund lost 7.7 percent, according to Morningstar. Then the funds recovered, gaining 12.0 percent during the first eight...
In a September report, Daniel Alpert, founder of New York-based investment bank, Westwood Capital, says the current rally is strikingly reminiscent of market moves in 1930, following the 1929 crash. He isn't forecasting another Great Depression...
