Mergers And Liquidations

What happens when a mutual fund or ETF becomes obsolete? The most common and straightforward outcome is a liquidation.

Presidential Election Reflection

Another election day has passed. It is hard to know what will happen between now and the inauguration, let alone what awaits us beyond.

Let’s contemplate some of the tried-and-true steps to help better prepare your financial affairs for when disaster strikes.

Small caps have outperformed large caps handily in developed non-US markets and emerging markets.

Fed watching is an unreliable input into investment decisions because the Fed’s expected actions are already reflected in market prices.

Ask investors what kind of return they expect out of stocks in any given year, and many will say the market’s historical average return.

During a presidential election year, investors tend to seek a connection between who wins the White House and which way stocks will go.

What do you do if you receive a big bonus at work, inherited some money or enjoyed a recent windfall you would like to invest?

Unfortunately, as human beings, we are prone to behavioral tendencies and mental shortcuts that do not always work in our favor.

The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people.