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John Waggoner

Displaying 509 results

Topic

Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

Topic

More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

Topic
  • ETFs
  • April 20, 2018

Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

Topic

Loomis Sayles’ star bond manager talks about rising rates and trade wars

Trade wars could lead to stagflation, Dan Fuss warns.

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Morgan Stanley’s wealth management unit sees record profits

Firm does more with fewer advisers during the first quarter.

Topic
  • Tax
  • April 16, 2018

Tax reform act still awaiting some important tweaks

IRS has yet to fully parse all parts of the Tax Cuts and Jobs Act, which could affect how much in taxes clients owe for 2018.

Topic

Investors flee high-yield bond funds and ETFs

Investors flee high-yield bonds as interest rates rise.

Topic

To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

Topic

Sector that’s been hosed for five years finally sees light of day

Oil prices are rising, and that's good news for energy funds.

Topic

Riskiest funds fare best over time — but can you keep clients in them?

30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.