Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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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...
In a story titled, Managing Managed Futures, in our September issue, there were errors in Tables 1 and 4, on pages 67 and 68. In Table 1, all of the returns listed under S&P should have been negative. In the left-hand column, six return entries...
Sales of long-term care annuities, a kind of insurance against long-term care, have been declining this year. But industry watchers expect that trend to reverse in 2010, when new federal rules kick in. Starting next January, no federal income tax...
The financial markets are no longer trading as though the end of the world is nigh, and for that we can all be thankful. Liquidity has been restored to key sectors of the credit system, and balance sheet repair is under way throughout Corporate...
After the S&P 500 began sinking in 2000, some proponents of index funds criticized the most popular benchmark. The S&P 500 is too volatile, and, being cap weighted, is based on over-valued stocks, they said; so they set about finding better...
