Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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During the 1990's bull market, many dismissed bonds as plodding investment vehicles that only produced single-digit returns. But when hotshot stocks sputtered, those pedestrian bonds pressed forward. Today, the value of a fixed-income allocation...
The separately managed account revolution might well be sweeping the financial services industry transforming sales-junkie brokers into fee-based financial consultants with the knowledge to design and implement financial plans for a client over...
When Lord Abbett moved from New York to Jersey City, N.J., two years ago, it had more to do with getting a great deal than getting a better view of the Manhattan skyline. The company paid less rent for three times the space of its former digs...
It wasn't that long ago when a client would suggest a $5 stock and a broker would shake his head in disbelief and reply, Why would you want to take a chance on a penny stock? Today, chances are you'd recognize at least a few penny stocks. After...
Are hedge funds the next bubble to burst? If you read general interest business magazines, you might think so. In October, for example, Forbes repeated its assertion, made a year earlier in a cover story, that hedge funds charge outrageous fees...
For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. Of the 301 small cap value funds tracked by Morningstar, 33 are closed. About 10...
These days, Anthony Soslow often finds himself facing a problem most reps haven't faced since clients were clamoring for hot IPOs back in the heady years of the last millennium. When Soslow, president of Global Capital Management, a financial...
When the bull market was hot, so were index funds. The Vanguard 500 Index Fund even eclipsed Magellan as the largest mutual fund in the country, and other index funds dominated their actively managed peers as well. Nevertheless, nearly three years...
Think you're safe buying an investment grade bond for your client? Guess again. Rating downgrades are coming at a record pace. By increasing client asset allocation into bonds, brokers may not necessarily be reducing risk, even when restricting...
