John Waggoner
When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.
Some very well-known mutual fund managers are having years that they probably would rather forget.
How are these funds performing? At first blush, not that badly
You may think you're a contrarian — a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word “contrarian” in their names.
Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. So what went wrong this year?
The Standard and Poor's 500 stock index is down 9.15% this year, but mutual fund investors aren't fleeing — and that may be because of financial advisers.
After taking another five months to bottom out, stocks could take two years to regain their previous highs, according to one expert.
For advisers, it’s time to start talking trash. We’re not talking about your clients’ basketball prowess or…
African-Americans are more bullish on the stock market than they have ever been, but still feeling sting from the U.S. real estate crash.
Andy Rothman, investment strategist for Matthews Asia, says China is a tough sell these days despite some misconceptions about the opportunities for investors.
