Today’s parents are all too aware that higher education comes with a sky-high price tag, but financial aid can offer a real lifeline when it comes to mounting college costs.
Stock protection funds are new way for clients to diversify and mitigate the risk of concentrated positions.
Subscribing to the "sell in May" theory has not always been financially rewarding, so be cautious about trying to trade around any likely volatility. The U.S. economy is growing, but not too fast, earnings have accelerated sharply, and fiscal tailwinds are still blowing. There is the potential for a retrenchment in the gains in emerging market stocks in the near term, but sticking with a diversified portfolio is important. Pullbacks are possible but stay focused on fundamentals and your long-term goals.
Our analysis of three first-generation smart beta strategies shows factor-replicated portfolios are ineffective substitutes for their smart beta counterparts, exhibiting poorer performance, high turnover, and low capacity.
Celebrate the day by opening a college savings account for the child you love.
Although 76% of respondents to FINRA’s 2012 national financial capability study reported not being satisfied with their personal financial situation, very few sought financial advice, with 9% seeking debt counseling and 30% seeking insurance advice. This discrepancy motivated our research paper titled “Who Seeks Financial Advice?” This article summarizes the key findings from that research.
After a party is over, and the host turns on the lights, the picture often looks quite different than it did just a few minutes before. The realities of the U.S. political process are being recognized and the "hard" economic data is not yet living up to the "soft" (confidence/survey-based) data.
College savings plans can help companies boost their employee benefits packages.
The markets have enjoyed a tremendous ride since the election. The Dow Jones Industrial Average has advanced over 2,500 points (a 15.1% total return) since then. Most of this “hope” rally has occurred on enthusiasm for anticipated pro-business policies, such as lower taxes and fewer regulations.
This article will limit itself to a specific component of yet another boom – the boom in the involvement of PhDs and quants in financial markets and the newly discovered quality factor.