Impact investing continues to grow in popularity. Donor-advised funds are a useful tool for impact investing, provided that donors and their advisors are aware of certain points before making these investments.
I question why any financial advisor would want to use B.I.C.E., given the likelihood of significant reputational damage that would result for the advisor.
How much do investors worry about volatility? It comes down to their life stages. Dr. Brian Jacobsen takes a data-driven look at retiree and non-retiree viewpoints, with results from the Wells Fargo/Gallup Investor and Retirement Optimism Index.
With the charitable foundations of both presidential candidates under scrutiny, advisors should be aware of the issues around self-dealing.
If U.S. inflation rises above 2%, how much inflation overshooting would the Fed tolerate? The Bank of England’s policies may provide clues.
To me, it looks like investors have almost fully embraced the idea of low growth and low inflation. If either of these factors surprise to the upside, we could exit the relatively narrow trading range the market has been in for the past few months.