Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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How can you build the ideal portfolio? For many advisors, the answer can be summed up in one word: Markowitz. In the 1950s, Harry Markowitz changed the financial world by describing how diversification could help investors control risk and achieve...
Rarely will you find a more obvious-sounding investing tip than this: Those seeking growth opportunities should look to agriculture. One of farming's most vocal cheerleaders is Merrill Lynch analyst Donald Carson, who notes global agricultural...
It's repeated so often it has almost become a financial planner's mantra: Over 20 years, stocks always beat bonds. Look back on history, the refrain continues, and you'll see, the pattern has held true generation after generation. It's time to...
Problem: Americans are big and fat. We also are a pragmatic people who worship expediency hence the popularity of using pills to treat health problems like high blood pressure and high cholesterol. That pill fixation also applies to weight control...
When the Federal Reserve signals an imminent rate rise, the news is traditionally greeted like a general alarm in the high-yield bond markets: Get out while you can! Run for your lives! But there are many who believe that a knee-jerk response...
Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. In 1997, at the outset of the greatest bull market of all time, Brandywine had a disastrous experience with a move to cash when it concluded that the markets...
Investing in steel over the past decade has been a minefield. Faced with stagnant pricing and exorbitant labor costs, the U.S. players suffered a near-death experience in 2001, when Bethlehem Steel, the No. 2 steel maker, went bankrupt. But that...
It's common knowledge that mutual fund shareholders lost money in the late-trading and market-timing shenanigans that have recently consumed the fund industry. But shareholders have been losing many times more money over a longer period of time...
Bond investors have reason to fret these days. With the Federal Reserve holding its benchmark rate at just 1 percent, short-term funds pay puny yields. The economy appears to be recovering, implying that rates are bound to rise in the next year...
To measure Janus Mercury's fortunes in newspaper column inches is to believe the fund is a disaster. An aggressive growth specialist, Mercury suffered big losses in 2000 and 2001. That was followed by New York State Attorney General Eliot Spitzer...