Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Looking to give advisors new measures for evaluating funds, Morningstar plans later this year to release a new “forward-looking” rating tool that uses its analysts’ expertise to evaluate the funds’ ability to outperform...
Real estate investment trusts have been very much in the news lately, with FINRA putting non-traded REITs on their radar. But Brad Case, economist with the National Association of Real Estate Investment Trusts, says there are some misconceptions...
For most of the past decade, Fairholme Fund (FAIRX) soared, outpacing nearly all its competitors by a wide margin. Assets poured into the fund, and portfolio manager Bruce Berkowitz was named manager of the decade by Morningstar. But this year the...
When John Bogle served as chief executive of Vanguard Group, critics often accused him of taking a hypocritical stance on actively managed funds. For years, Bogle promoted index funds and said that most actively managed funds are doomed to fail...
We’ve heard it said so many times now: Traditional asset allocation models simply fell short in the crisis. Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash...
RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research, an investment management firm based in Greenwich that...
As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then pay a lot less. Unfortunately, as it turns out, it's really hard to figure out the value of a business. And...
