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The 4 biggest risks for U.S. equity investors

August 20, 2018

In recent weeks, U.S. stock markets have moved up and down in response to issues that go well beyond the traditional direct drivers of economic growth and corporate earnings. These "known unknowns," to borrow a phrase from former Defense secretary...

Market recap: Investors flee equities despite market strength

July 13, 2018

S&P 500 futures are flattish after JPMorgan kicked off earnings for the banks — JPM share are up 0.6% in early reaction to the numbers, with FICC trading revenues solidly beating expectations — pointing to an open just below the crucial...

Seeking small-cap value in a momentum-driven market

September 18, 2018

Investment dollars have flooded into U.S. small-cap stocks this year, bolstering both the Russell 2000 Value and Growth indices. This is largely due to investor demand for exposure to the U.S. equity market, favorable tax policies and a perceived...

Do-it-yourself deals are all the rage among rich investors

September 14, 2018

The champagne was flowing at a Hamptons gathering last month for members of Tiger 21, an investment club for the ultrawealthy. After some schmoozing, talk turned to a hot topic: do-it-yourself deal-making. Some attendees invested directly in...

Galvin investigating 63 broker-dealers selling private placements from GPB Capital

September 12, 2018

Massachusetts Secretary of the Commonwealth William Galvin announced a sweeping investigation Wednesday into 63 broker-dealer firms selling private placements from GPB Capital Holdings. The Massachusetts Securities Division, which Mr. Galvin...

Dow tumbles 665 points in biggest plunge since 2016

February 2, 2018

The Dow Jones Industrial Average tumbled 665 points in the biggest plunge since June 2016, as the worsening bond rout stirred angst that the Federal Reserve will accelerate its rate-hike schedule. Solid jobs data that underscored the strength...

Risk Management for All Markets

January 29, 2018

Summary An introduction to the importance of market breadth measurements The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF) Risk management during bull and bear markets and navigating secular trends -...

How advice is changing

July 21, 2018

Adviser use of exchange-traded funds continues to rise, as does their interest in investments that take environmental, social and governance factors into consideration. Various surveys over the last couple decades bear out this trend. Two decades...

2017 largest variable annuity providers

February 17, 2018

VA sales have trended downward for five years, and the third quarter brought more bad news: the 
product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable...

10 worst days ever for Dow Jones

February 5, 2018

The 1,175-point drop in the Dow Jones Industrial Average on Monday was the largest ever in absolute terms, but the decline did not even crack the Top 20 in terms of percentages losses. For some real hair-raisers — even if the declines were...

Investment committee 'best practices' that help to add discipline to portfolio management

January 17, 2018

In my capacity as the Chief Investment Officer at Dynasty Financial Partners, which serves a network of more than 45 independent RIAs, I actively participate on both the Investment Committee of Dynasty and as an outside member on the Investment...

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...

The value of advice

September 15, 2017

New research from InvestmentNews and Cambridge Investment Research shows how advisers can take a new approach to fees, M&A and succession planning to help accelerate the value of their services – and ultimately their businesses. The following...

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...

Bitcoin trade gone bad leaves counterparties holding the bag

August 3, 2018

A massive wrong-way bet on bitcoin left an unidentified futures trader unable to cover losses, burning counterparties and threatening to dent confidence in one of the world's largest cryptocurrency venues. The long position in bitcoin futures...

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...

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....

Bigger isn't always better when it comes to alternative investments

August 13, 2018

In recent years, retail alternative investment products, along with the companies that package them, have come under siege from regulators, investors, the press and even some advisers. None of this is a secret, and, quite frankly, some of the...

Fidelity launches savings plan for disabled children

May 10, 2017

Nearly a year after tax-advantaged savings plans for disabled children were first made available, investing giant Fidelity Investments is jumping into the business to offer the specialized accounts to U.S. families. The Boston-based firm on...

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