- As of September 2012, there were ~10,000 hedge funds, which collectively held $2.5 trillion in...
- According to a September 2012 article in The Wall Street Journal, the “common rule of thumb is that...
- The returns on 20-year U.S. Treasurys have been amazing over the past decade (2002-2011) and over...
- The division of foreign markets into developed and emerging segments dates back to 1981, when...
- There are a number of reasons why the vast majority of investors should use mutual funds,...
- This article points out the pros and cons of becoming a financial advisor, as well as a suggested...
- With over 50% of Americans not having a will or trust, there is a strong need for a Certified...
- Linked-benefit annuities cover costs of long-term care insurance by providing a benefit that is a...
- Conservative investors often look to bank CDs, money market funds, and government securities for...
- A feature shared by all variable annuities is a death benefit. This is an important feature because...
- Total annuity sales for 2011 were $231 billion [$155 in variable annuities (VAs) and the balance in...
- As a stand-alone investment, commodities funds can be highly volatile. This broad category, at best...
- “Market neutral” and long-short funds have the objective of protecting investors when the market...
- Sometimes referred to as life-cycle funds, target retirement funds are promoted as “one investment...
- As defined by the Federal Reserve Act of 1913, the mission of the Fed is to “maintain long-run...
- The total return earned on any investment during a year equals its income plus any price gains or...
- There is no universal definition for value investing. One thing value fund managers have in common...
- Duration, first developed in 1938 by Frederick Macaulay, measures bond price volatility. It is a...