A virtuous circle develops as rising tech stocks continue to attract new buyers and index funds must continue their purchases to maintain their proportion in the index.
Investors have different financial profiles that might require a more hands-on approach.
Considering the contentious political discourse taking place in our country and across the globe, it is remarkable how steady the investment markets have been.
The SEC has announced enforcement actions against 27 individuals for collecting secret compensation on stock promotion schemes that were disguised as unbiased investment research.
Beginning June 9, the much-debated U.S. Department of Labor fiduciary rule becomes effective for the investment industry, with a phase-in period running through Jan. 1, 2018.
May 2 was a lollapalooza day in Indiana business, as three companies delivered significant news.
Just as with political elections, shareholders should take the time to vote their proxies.
Nine retailers have filed for bankruptcy in the first three months of 2017, a pace that would exceed the 18 bankruptcies recorded in 2009.
Berkshire Hathaway provides its shareholders with an owner’s manual that dictates the managerial guidelines and culture of the company.
A commission war has broken out among the online brokerage firms.
Anyone who is serious about investing and does not take the time to absorb the (free!) advice of his teachings is making a colossal mistake.
Following the trend of diversifying investment types has dampened returns for Indiana’s public pension plan.
The glaring factor that needs attention at INPRS is investment performance—it, like most pension plans, has suffered from poor returns the past decade.
The secret to long-term financial success is “living below your means”—i.e. spending less than you earn while saving and investing the difference.
In prior generations, women were often in the dark on money matters. Taking an active role from the start to oversee your financial future will benefit you over the long term.
One can argue that 200 years is the blink of an eye in the transcript of history. It’s remarkable to observe the progress that has transpired in Indiana since statehood was achieved in 1816.
In contrast to the trend of the last several years, a significant number of active managers this year will outperform the market.
Recently, the potential returns on several arbitrage deals have widened, namely because regulators have increased their scrutiny of mergers for antitrust reasons.
Now classified as fiduciaries, brokers and advisers to retirement plans will need to prove they are putting their clients’ interests over themselves.
there are just too many funds, and underperforming funds continue to exist as inattentive or apathetic investors let their money linger.