Some indices have come to dominate asset class investing, such as the Russell 1000® Value, used to represent the large cap value asset class, and the MSCI All Country World Index (ACWI) ex-USA to represent international asset classes. While portfolio ...
According to a 2017 study provided by the World Bank, emerging countries are expected to continue to represent an increasingly ...
The U.S. economy plodded along at an annualized rate of 1.4% in the first quarter. This is consistent with the late stage ...
We assign funds to any number of categories for comparative purposes: large cap or small cap, foreign equity or domestic, value ...
Did you know that about 40% of the gain from the FTSE Russell 1000 Growth Index for the first five months of 2017 was from six ...
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As predicted, the Federal Open Market Committee (FOMC) raised the federal funds rate by 25 basis points (bps), now 1.00% to ...
The turnover ratio is a rather mundane statistic that tends not to attract much notice until we see an outlier, such as 293%. In ...
Lately, I’ve been asked a lot about the difference between an ERISA 3(21) and a 3(38) investment fiduciary.
Rebalancing is the practice of getting your portfolio asset allocation back to strategic targets. This is largely done for the ...
Looking back at 2016, it was quite a financial roller coaster. For the first six weeks of 2016 as the market rapidly declined, it ...