Displaying 323 results
How investors can spot market bubbles
The height of skyscrapers and record prices at art auctions can provide clues.
All that smart beta can obscure the big picture
Every factor involves uncertainty, regardless of whether it works during a certain period.
As cash flows to companies after tax reform, here’s how to invest
Take advantage of a likely pickup in mergers and acquisitions through financial services funds and bank stocks.
Chasing income vs. consistent income
Chasing income vs. consistent income The views expressed are as of April 2017, may change as…
The Philosophy of Goal-based Investment Planning
Dr. Michael Finke, CFP®, Dean and Chief Academic Officer, The American College of Financial Services Most of…
Postponing tax is a lofty goal
Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients.
How the investor is lost in the active versus passive debate
Let's start a debate about how best to construct portfolios that meet the needs of our clients, and that can withstand the test of time through all market conditions.
Knowledge-Based Investing: The Case for the HighMark Small Cap Core Fund
Derek Izuel of HighMark Capital Management recently joined Evan Cooper of InvestmentNews Content Strategy Studio to discuss the…
Income with Impact: The Investment Case for Green Bonds
https://www.investmentnews.com/wp-content/uploads/assets/graphics src=”/wp-content/uploads2017/04/CI10984546.JPG” Green bonds allow fixed income investors to both fulfill their investment objectives and make a…
Clients fret as bull market reaches 8th birthday
The bull market has reached its 8th birthday, and advisers are starting to tell their clients to tone…
U.S. equities’ bull run limits future upside
We are now in year eight of a U.S. equity bull run. U.S. equities, as defined by the…
Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors
Some financial advisers question the idea of having a bond-free portfolio
Analyze capital cycle when investing
Capital cycle analysis — the study of how overinvestment in sectors can lead to oversupply and eventually a…
Why Modern Portfolio Theory is frozen in time
MPT can lead RIAs to keep investors locked into investment decisions based on forecasting models that don't adapt to ever-changing market conditions
Don’t discount fixed-income assets
While global growth is undoubtedly slowing, financial markets have recovered most of their 2016 loses. This seems like…
Do this before you apply the science of investing
Financial advisers have both the blessing and obligation to help people cope with their money anxiety.
A tale of two Chinas: one old, one new
To the casual observer, headlines about China over the past year suggest doom and gloom. Those who take…
The case for favoring revenue bonds over general obligation bonds
General obligation bonds have encountered problems as municipal issuers face rising fixed legacy costs that challenge revenue growth.
Why gold makes sense for investors
The price of gold rose more in the first quarter of 2016 than during any quarter since the…
New tools provide real estate hedging
When it comes to financial markets, one of the most common strategies investors use to mitigate risk and…
