- Exchange-traded notes represent ~1% of the exchange-traded marketplace; ETFs account for the other...
- About a dozen mutual fund families rely extensively on outside managers. In most cases, the fund...
- In 2008, the typical high-yield municipal bond fund had a total return of > -25%; some of these...
- Roughly $85 billion was invested in emerging markets bond funds and ETFs as of March 2013. There...
- As of January 2013, three of the largest money market funds—Goldman Sachs, JPMorgan Chase, and Bank...
- In the U.S., there are over 710 ETF sponsors. At the beginning of 2013, three companies controlled...
- A person cannot have > $2,000 in assets in their name and still qualify for Medicaid and...
- In the 1990s, a financial advisor analyzed stock and bond returns for every rolling 30-year period...
- Depending on age and policy features, a long-term care policy costs $4,000 to $6,000 a year....
- Since 2002, public pension plans have been increasing their exposure to alternative and “other”...
- A number of states offer tax breaks to seniors. For example, 27 states exempt Social Security from...
- [1] Suppose your married client is aged 66 and his wife is 62; his income is much higher than hers...
- According to a study by Pool, Sialm, and Stefanescu, trustees of 401(k) plans often show favoritism...
- On May 13, 1981, the three-month T-bill rate was 17.01%, when the Dow was under 1,000. During March...
- An FTC study found that a quarter of the people who reviewed their credit reports found at least...
- Proponents of equal weighting say their strategy limits the damage any single stock can have on the...
- Starting in 2014, lenders will have to adhere to new home loan rules. The new rules will ban...
- A number of disability policies provide payments to those who are ill but can still work or may be...