For advisers, checking monthly flows for stock funds might be a useful exercise.
Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps
Make an acquisition the same way that you'd buy a stock.
A prudent approach to tactical equity allocation can facilitate participation and help mitigate loss.
Value pays off when it comes to investing in small-cap funds.
Value pays off when it comes to investing in small-caps.
As interest rates head higher, sectors such as investment-grade debt and consumer staples companies are taking it on the chin.
Companies aren't noted for their savvy when it comes to buying back shares.
Growth has outperformed value in recent decades, but higher rates and more normal volatility levels could give value investments a boost.
If we look at the past 30 years, large-company growth funds have gained an average 9.23% a year, while large-company value funds have gained 9.01% a year.
Tech stocks and cryptocurrencies are bubbles, he says, while foreign and emerging markets offer better long-term value
Michael Kitces warns that unless risk tolerance, risk capacity and risk perception are considered, investment losses can drive clients away from markets forever.
Equities are likely to put in a cyclical top later this year, analysts argue.
30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.
Upcoming reports on companies' profits may fail to fulfill high expectations.
Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.
From market volatility to rising rates, financial pros share their insights on how to calm nervous clients.
With the S&P 500 down 2.2% on the first trading day of the second quarter, advisers reassure clients and tell them not to panic.
Once composed mostly of industrial companies, now the 60-year-old index is dominated by tech, finance, health care and entertainment companies.
President's criticism of Amazon and retaliatory tariffs from China rattle markets
