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S&P 500 ETF separates truth from turbulence

August 21, 2019

The next time it seems as if the sky is falling, pull up the trading volume in the SPDR S&P 500 ETF Trust (SPY) for a reality check. Last Wednesday was one of those days. The S&P 500 Index was nearing a 3% drop, and it looked as if maybe this...

Faith-based funds attract loyal investors

August 20, 2019

Applying religious screens to mutual funds and ETFs is sometimes compared to investing with one hand tied behind your back, but that's just fine for a large and growing number of investors. "If people are really interested in faith-based investing,...

Stock volatility spurs worst run of ETF withdrawals in six months

August 19, 2019

A volatile few months for global stock markets is taking its toll on exchange-traded funds. Almost $18 billion fled U.S.-listed equity ETFs during the past three weeks, the most since February, according to data compiled by Bloomberg Intelligence....

Volatility reignites debate about market timing

August 15, 2019

Increased stock market volatility, including the market's 3% drop on Wednesday, has put financial advisers back into a position of defending buy-and-hold investing strategies to nervous clients. "A big part of our job is convincing people they're...

Countdown to catastrophe? The yield curve and the stock market

August 14, 2019

A key portion of the U.S. Treasury yield curve has inverted, an ominous sign for the economy and the stock market. But what investors should do about it is a complicated question. Looking at 10 times when the spread between two- and 10-year...

Fidelity draws adviser wrath with 1.9% cash offer

August 7, 2019

As is typically the case when equity markets turn choppy, financial advisers are paying closer attention to the yields their clients are earning when they turn to the safety of cash. But for custodians and brokerage platforms that often default...

Veteran small-cap manager navigates market cycles with a basic philosophy

August 7, 2019

Over the 18 years Robert Bergson has managed the Northern Small Cap Value Fund (NOSGX), he has navigated through just about every kind of market condition, which is probably why he's able to stay so calm during the current state of the financial...

How are low-volatility funds weathering the market turmoil?

August 6, 2019

The jarring start to August for stocks has presented an ideal test for increasingly popular factor-based investing strategies that are designed to help advisers customize client portfolios. A random sampling of exchange traded funds that target...

Markets plunge as trade war escalates

August 5, 2019

Financial markets buckled after China escalated the trade war with the U.S., sending American stocks careening toward the biggest drop of the year and sparking a rally in global bonds. More than $700 billion were wiped from the value of U.S....

Is a recession coming? Yield curve signals loudest warning since 2007

August 5, 2019

The latest eruption in the U.S.-China trade dispute pushed a widely watched Treasury-market recession indicator to the highest alert since 2007. Rates on 10-year notes sank to 1.714% on Monday, completely erasing the surge that followed President...

Advisers say go for the gold as the perfect hedge for trade-war fears

August 5, 2019

As international tariffs and trade-war chatter has investors suddenly fleeing the equity markets, gold is rallying as a logical safe-haven play. The S&P 500 Index was down more than 2% in mid-day trading Monday, following the market's worst...

ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

August 2, 2019

The renewed bout of equity volatility sent exchange-traded fund volumes through the roof this week. More than 142 million shares of the SPDR S&P 500 ETF Trust (SPY) changed hands Thursday, according to data compiled by Bloomberg. That was the...

Goldman Sachs says stocks near peak

July 22, 2019

The S&P 500 Index is now trading near its fair value, with limited further upside after its 19% climb so far this year, according to Goldman Sachs Group Inc. "The path forward for index ROE is likely to be challenging, although lower interest...

AssetMark IPO seen as boon for financial services

July 18, 2019

The initial public stock offering by AssetMark Financial Holdings (AMK) is being described by market watchers as well-executed success that will pave the way for other financial service industry companies to access the public equity markets....

Reading the Signs of the Global Financial Crisis

July 16, 2019

On Friday, September 12, 2008, the storied investment banking firm Lehman Brothers enjoyed an “A” credit rating from a prominent agency. On Monday, September 15, the firm filed for bankruptcy protection. More than a decade later, investors...

Stock investors make $6 billion bet on S&P 500 ETFs

July 16, 2019

With U.S. stocks at record highs, investors are betting that the party will continue. The three largest exchange-traded funds that track the S&P 500 Index took in a combined $6.2 billion last week, just as the benchmark topped 3,000 for the...

As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

June 26, 2019

AssetMark could be the next financial services firm to jump into the public equity markets, according to its filing with the Securities and Exchange Commission earlier this week. The Concord, Calif.-based turnkey asset management platform, which...

Investors are headed to extra innings

June 4, 2019

After a wild and disappointing finish to last year, investors were bracing for more tough times ahead. Instead, with the S&P 500 Index knocking on the door of a bear market long in hibernation, suddenly and seemingly all at once, everything...

Overlooked fund category is dominating 2019

May 29, 2019

The stock market's volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies' generally stronger performance in recent years. But the biggest surprise so far this...

Grim milestone for active management

May 16, 2019

The month of May is about to usher in a significant milestone for actively managed mutual funds, and not a favorable one. The trends suggest passive U.S. equity fund assets will gain a majority of market share for the first time ever over actively-managed...

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