- BlackRock, Vanguard, and State Street collectively manage over $30 trillion and dominate fund...
- Only two mutual funds have ever crossed $1 trillion in assets. Both are Vanguard index funds...
- The U.S. fund industry manages over $44 trillion across mutual funds and ETFs. This data reference...
- Most advisors know that lower expense ratios are better. Fewer have calculated what a 0.50%...
- The SPIVA U.S. Scorecard tracks active fund manager performance against benchmarks across equity...
- Raw returns alone do not tell the story. This guide walks advisors through the risk-adjusted...
- The 10 largest fund companies manage the majority of all U.S. fund assets. Here is what that...
- Classic diversification research shows that roughly 20 stocks from different industries eliminates...
- Growth stocks dominated the 2010s so convincingly that many advisors questioned whether value...
- Most advisors can define the key risk metrics. Fewer can explain where each metric breaks down and...
- The 20 largest U.S. mutual funds hold trillions in assets. Here is what that concentration means...
- The search for superior active fund managers has consumed more research than almost any other...
- The WSJ writes Charles Ellis is “widely regarded as the dean of the investment-management industry...
- A number of online brokers provide free online tools for portfolio construction and management. One...
- Is a U.S. stock/bond mix sufficient for most people to reach their retirement goals? Morningstar...
- Financial advisors typically recommend a portfolio contain 6-12 months of cash savings to cover...
- As of June 2014, the TIPS marketplace was valued at just under $1 trillion, representing ~ 8% of...
- From the beginning of 2013 through the first five months of 2014, the MSCI Frontier Markets Index...