Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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It looks like 2012 may be another difficult year for not-for-profits' investment portfolios. Volatility threatens to stay up; yields, down. Many private foundations (PFs) and endowments face a potential struggle to make their distribution...
For 23 years, Andrew Costanzo, of Costanzo Financial Group, focused on preserving principal for his clients using fixed instruments, a strategy that lends itself nicely to the tenets of buy-and-hold. But Costanzo doesn't want to have to tell his ...
Unnerved by volatile markets, investors have been dumping equity funds. Large-cap funds have suffered particularly big withdrawals, according to Morningstar. During the 12 months ending in September, investors pulled $37 billion from large growth...
If there's one lesson to be learned from this year's market, it's this: Be prepared for a visit from Mr. Volatility. Recently Greece, and now Italy, have shelled domestic investors with V-bombs, making rubble out of many portfolios. With Portugal...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the aim of reducing equity exposure as participants...
Exchange-traded funds have multiplied rapidly over the last few years, but FAs still prefer mutual funds. A new Aite Group survey of 440 FAs found that mutual funds represent 25 percent of advisors' assets under management, while ETFs make up just...
