17 Jan 2019

Investors Lose a Great Friend: Vanguard Founder John Bogle Dies at 89

Most investors take it for granted that the emphasis on low fees and the benefits of index funds and passive investing were always part of the everyday investment options available to average investors. But that is a mistake. The impetus behind all of these pro-investor products and strategies were driven

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01 Dec 2018

New Book Explores How to Cope With Student Debt and Beyond

Going to college used to be affordable, but the modern economy and rising expenses of advanced education have changed dramatically enough to make college tuition an exorbitant burden. Today, about 70% of all students in the U.S. have some college tuition debt and the numbers below show the extent of

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10 Oct 2018

Social-ESG Investing Gets a Boost from the Big Money

Social or Environmental, Social and Governance (ESG) investing is getting more attention from large institutional investors in five parts of the world than it did only five years ago. The trend towards a greater acceptance of ESG investing comes from two separate studies, one conducted by RBC Global Asset Management

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02 Oct 2018

Making 401(k)s More Attractive to Small Businesses and Workers

Since the first corporate pension plan was created in 1874 by the American Express Company, there has always been a blind spot in how small business owners offered retirement benefits to their employees. For over 70% of business owners, this decision to offer any form of retirement was simple: They

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26 Sep 2018

ESG Investing Gets a New Boost and a New App

Social investing, now called Environmental, Social and Governance (ESG) investing, has been around since the 1970s, but it now has a new 21st Century incarnation that matches app technology, with focused environmental and social values. These are then combined into equity portfolios designed with maximum appeal to younger investors. Even

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17 Jul 2018

How to Hire a Financial Writer

It sounds simple, but hiring a financial writer for a corporate job in the financial services industry is complex. The reason is that many corporate hiring managers don’t have a realistic idea of what a financial writer is supposed to do. Are they going to write speeches, quarterly market commentaries,

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06 Mar 2018

New Quant Fixed Income Strategy Offers Defensive Portfolio Protection in Volatile Equity Markets

[sgmb id=”2″] While the dangers of a market meltdown and continued market volatility can make many institutional investors nervous, there is now a solution that uses a fixed income overlay strategy to convert equity declines and volatility into a defensive strategy using a fixed income overlay strategy. The fixed income

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27 Nov 2017

Robo Advisors Are Here. What are the Best Ones to Choose?

[sgmb id=”2″] Since 2011, this web site has emphasized the importance of finding investment managers who don’t have conflicts of interests, charge excessive fees and don’t have a huge overhead in terms of having national mutual fund wholesaler fund sales forces and excessive executive compensation. This old sales investment management-sales

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09 Aug 2017

Coveted Country Club Residences Face An Uncertain Future

[sgmb id=”2″] The once-coveted home in a county club was a dream for millions of Americans. But now, this lifelong goal is going through a fundamental shift. Due to changing tastes, demographics, high home prices, significant maintenance costs and the diminishing value of country club name cache, many new, younger

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08 Jun 2017

Waiting for the Market to Fall Under Trump? It Should Happen This Year

[sgmb id=”2″] Investment professionals with exceptional research skills, proven track records and access to large amounts of data are in a better position to discern the investment future than average people. So with that in mind, here are well-prepared assessments from Kevin C. Smith, CFA, founder and CEO of Crescat Capital,

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