The Normalization Expectation. The global financial crisis, resulting deep recession, and domination by policymakers the last five years have been anything but normal for the markets. If we were to anthropomorphize this period, we might borrow ...
Popularity among index-based mutual funds and exchange-traded funds (ETFs) in recent years is partly attributable to the fact that many actively managed mutual funds have had difficulty consistently outperforming the market, especially when costs...
I do think the ghosts of stock market corrections past are haunting us. Those who forget the lessons that history teaches us are predestined to repeat them. As an apprentice of U.S. stock market history, I’ve seen this maxim made true...
For more than six years, retail investors have been lending money to strangers over the internet to consolidate credit card debt, pay medical bills and buy cars. Every year more lenders are saying “yes,” one click at a time. While this may seem...
Whether you are thinking of going independent, changing broker-dealers or just want to confirm your current business platform is right for you, there are four critical areas to analyze...
Alternative asset classes have varying degrees of tradability and structural liquidity. As individual investors increase their portfolio allocations to alternative investments, their portfolios often accumulate infrequently traded assets such as...