- As advisors, we sometimes forget the basics: a stock represents a fractional ownership interest in...
- One way academic researchers measure investment risk is by looking at stock price volatility.
- Table 9 lists the largest mutual funds in the U.S. as of December 2015, according to MarketWatch....
- Arnott (1993) and Odelbo (1995) Arnott (1993) reviewed characteristics of equity funds with...
- The $33 billion Harvard portfolio is the largest endowment fund in the world. Harvard relies on its...
- 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...
- Since the 2008 stock market collapse, investors have been dumping money into alternative funds. The...
- There is no standard definition of a small cap stock. The methodology used deciding what stocks are...
- According to a May 2014 WSJ article, after 30 years, a $200,000 mutual fund investment (8% gross...
- Often times, poorly performing funds are liquidated or merged into a better-performing fund.
- There are two main types of options: calls and puts. The investor can either buy or sell the option.
- Each year, S&P Dow Jones Indices looks at the percentage of actively managed mutual funds that...
- Frontier Markets Frontier markets are appealing due to their cheap labor, massive young populations...