April 8, 2016
It was a chaotic day in the markets, with the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all cratering shortly after the open. U.S. futures sell orders had started building before the market opened. Some listed securities had…
April 1, 2016
Energy. Health care. Technology. Advisors on behalf of their clients can choose to invest in a sector exchange-traded fund that mimics most individual sectors of the economy, or they can take a broader approach across various sectors…
November 6, 2015
Most financial advisors recommend new investors open their portfolios with a broad-based index fund or exchange-traded fund. An index fund or ETF could include a wide and balanced range of stocks in the Standard & Poor’s 500 index or ones tracking…
September 15, 2015
Conventional wisdom says that if the Federal Reserve goes ahead and lifts rates this week, investors will view that as one more impediment to global growth, which could lead to yet more selling on Wall Street…
September 9, 2015
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…
September 2015
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
August 5, 2015
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…
August 3, 2015
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?…
August 3, 2015
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…