Bond yields have surged after the election of Donald Trump as the next president. Even in volatile market circumstances, it’s important to have a balanced reaction and maintain perspective.
Are you and your clients are thinking about Roths beyond retirement? We have a few tax smart tactics to consider as part of your year-end planning conversations.
The financial services industry may have become less efficient in the last 40 years, but the index fund, one of the most efficient innovations of the 20th century, is changing that.
In this uneasy investment environment, you may be asking yourself a question: How do I help my clients make sense of all this, keep them investing, and still get a good night’s sleep?
Sir John Templeton did not go far enough when he cautioned investors about the danger of thinking, “This time it’s different.”
We shouldn’t invest internationally to capture short-term outperformance. Rather our aim should be a reduction in volatility without a discount in long-term return.
Some of our competitors have declared that only costs matter when selecting an index fund. However, the human element will always matter.
Are there too many ETFs? Are they too niche in nature? We’ve seen it all before with mutual funds.
Three exchanges agree with an industry-issued call to harmonize trading-resumption rules. With the din of the August 24, 2015, volatility event still echoing with investors, the move strikes a welcome chord.
We looked at the 20 worst and 20 best days for stocks from 1990 through 2015. We found that all but one of the worst days were within a month of at least one extreme up day.
Philosophically, it was an easy decision to adopt all-capitalization strategies for four Vanguard international index funds. Executing the changes took teamwork across the globe.
The alpha you deliver is helping your clients understand that knee-jerk changes to their portfolios may feel like control but are actually detrimental to their long-term success. Here are three graphics to help.