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From wall street to main street: a succession story

December 28, 2017

With Live Oak Bank, you get a long-term financial partner that believes in you. We provide financing to support transition costs as a team moves to independence. When you're ready to pass the baton, our Investment Advisor lending team can structure...

Thinking outside the style box

March 22, 2018

The popular "style box" developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept. An intuitive framework for equity investing, the style...

ESG and impact investing: Do you know the difference?

February 20, 2018

As investors increasingly rally behind the concept that their investment choices yield the ability to positively impact social or environmental issues, interest in impact investing has skyrocketed. Of the more than 22,000 investors worldwide...

Why isn't gold soaring?

March 5, 2018

Gold is the investment for times of disaster, disruption and global dislocation. So why has gold been so tranquil this year? It's a difficult question. When the most recent correction in the stock market started on Jan. 26, gold sold at $1,354....

Dividend investing in the Trump era: Dispelling three misconceptions

August 11, 2017

It's easy to feel good these days as stocks keep hitting new highs. But seasoned advisers know there's plenty of uncertainty out there ? a tumultuous political environment, the Federal Reserve revving up its tightening cycle, federal spending...

Fed nudges savings rates higher

June 23, 2017

Cash is starting to get a bit less trashy. The Federal Reserve nudged short-term interest rates on June 14, and rates on short-term savings vehicles have started to reach levels that are almost compelling. The Fed raised its target level for...

Inflation is a bigger threat to stocks than rates

February 22, 2018

Investors tend to attach narratives after events like the recent bout of market volatility as a way to provide comfort in the face of market uncertainty and losses. Although there could be any number of causes for the downturn, recent data on...

Vanguard founder John Bogle still prefers U.S. stocks

June 12, 2017

While a chorus of market experts is telling investors to look outside of the U.S. for big returns, at least one loud voice is singing a very different tune — Vanguard Group founder John Bogle. The 88-year-old investor, who started the first...

Investors do better with low-cost funds: Morningstar

June 5, 2017

If investors want to narrow the much-publicized shortfall between mutual funds' money-weighted and time-weighted returns and their own returns in those funds, they should use systematic investment programs and invest in lower-cost funds, according...

How the investor is lost in the active versus passive debate

July 25, 2017

Why is active losing out to passive? It's because most active managers have a dual mandate to serve both institutional and retail investors. The mandates, or expectations, of these two types of investors are vastly different, and they are in...

Complex strategies lead to lower returns: study

May 30, 2017

If your actively managed fund's prospectus comes with a certain air of desperation, a recent paper from Queen's University in Ontario, Canada, explains why: As passive funds become harder to beat, active funds are increasingly using sophisticated...

Market gains concentrated in biggest stocks

May 26, 2017

So far this year, 15 stocks have accounted for 50% of the gains in the Standard & Poor's 500. Should you be worried? Not yet. According to preliminary data from S&P, the blue-chip index has gained 8.27% this year, including reinvested dividends....

10 funds that sustained heavy losses in the first half

July 11, 2017

Just as there’s always a bull market somewhere on the planet, there’s always a place where the bears roam free. The Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped...

What 'Moneyball' can teach advisers about better portfolio construction

July 10, 2017

"We've got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that's our life blood." — Billy Bean, subject of "Moneyball: The Art of Winning an Unfair Game"...

How bitcoin and blockchain will change the world

January 25, 2018

Bitcoin climbed in value from less than $1,000 at the beginning of 2017 to $14,000 by the end of the year. A coin of Ethereum was worth $8 on Jan. 1, 2017, and $843 one year later. Who would not be intrigued with the idea of owning something...

Does Yale endowment's defense of higher-fee active management hold water?

April 13, 2017

Don't count out active managers just yet, the Yale endowment said. As Bloomberg's Janet Lorin reported Sunday, Yale University's endowment hit back at "fee bashers" in its recently released 2016 annual report. Yale gave voice to the battle cry...

Infrastructure funds building gains

June 7, 2017

If you think the roads in your neighborhood are bad, you should try driving in Tanzania, where you might not only break an axle, but get eaten by hyenas afterwards. In the vast scheme of human infrastructure, there are plenty of opportunities...

Why the best portfolios mix active and passive investments

March 15, 2017

"The reports of my death are greatly exaggerated." The famous quip attributed to Mark Twain humorously captures a theme that many financial advisers and investment managers would apply to active management. In my experience as an adviser, the...

Why Robert Shiller is so suspicious of the Trump rally

March 14, 2017

The last time Robert Shiller heard stock-market investors talk like this in 2000, it didn't end well for the bulls. Back then, the Nobel Prize-winning economist says, traders were captivated by a "new era story" of technological transformation:...

Knowledge-Based Investing: The Case for the HighMark Small Cap Core Fund

May 24, 2017

Derek Izuel of HighMark Capital Management recently joined Evan Cooper of InvestmentNews Content Strategy Studio to discuss the role small-cap investments play in a portfolio. To learn insights and tips on how to use knowledge-based investing...

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