Passive Investing Is Profitable, But There’s Time to Get Active
As index funds and exchange-traded funds continue to outpace their actively managed mutual fund peers, the church of passive investors has enjoyed an undeniable membership surge…
News & Press
Invest: A Not So Scary Ride
Worried about rising rates? With only a modest bump expected from the fed, the markets may not be thrown for a loop…Read Full Article
The Closed-End Fund Market Shrinks
The closed-end fund market is clearly changing. Between 2011 and July 2015, the number of CEFs had fallen 20% from 700 to only 565, according to Morningstar data. The growing exchange-traded fund market may be capturing some investors who may otherwise eye CEFs…
Beacon Capital Management Offers Curian Capital Advisors a New Home
Beacon Capital Management is offering advisors who currently work with Curian Capital Advisors and are seeking an alternative RIA partner a new home. Beacon is a next-generation money manager that utilizes mechanical investment strategies to build and manage portfolios designed to capture market...
How Publicly Traded REITs Fit Into a Retirement Portfolio
As the economy revs up, so does talk of an interest rate hike. For advisors cobbling together a retirement portfolio for their clients, the question becomes: How will the different investment classes perform in a rising interest rate environment?…
EQIS Capital Set to Accept Curian Assets
EQIS Capital, an asset management firm based in San Raphael, Calif., is gearing up to work with advisors who have client assets at Curian Capital, which is being shut down by its parent company, Prudential Plc…
Do You Have Too Much Apple in Your ETF Portfolio?
Apple has played its part in juicing ETF investments…
Stop-Loss is a Cure for Emotional Investing
Twice in the last 15 years — in 2002 and 2008 — the market has lost 20% to 30% after a long run-up. Clients who are nervous in today’s investment environment likely experienced those downturns firsthand and don’t want to go through another one…
Does Your Mutual Fund Own Too Much Apple?
Apple’s success has made it a market behemoth—which means it’s taking up a larger portion of many funds. Perhaps too large…