An index mutual fund is a type of fund that invests all, or nearly all, of its total assets in securities comprising its underlying index. Index funds use passive investment strategies and thus tend to have low turnover and low expense ratios. Funds that implement indexing strategies require less portfolio management and active trading, which minimizes
0 Comments
In the wake of much-needed attention on diversity, equity and inclusion, here’s a universal recommendation for advisors and clients alike: Don’t get ahead of yourself. As financial planners, we follow these steps with clients: exploratory conversations, data gathering, analysis, recommendations, plan delivery, implementation and monitoring. As a strategy consultant for wealth management firms, I find
0 Comments
Bitcoin (BTC) abandoning correlation with traditional markets will be its “biggest story” if it continues, one popular analyst says. In a series of tweets on Oct. 21, Cole Garner highlighted Bitcoin’s market decoupling among bullish price factors. Garner: Decoupling will be crypto’s “biggest story” Garner retweeted a chart of Bitcoin, gold, the S&P 500 and
0 Comments
Economic Security Planning, Inc. Today’s column addresses questions about the effect of having collected a spousal benefit before filing retroactively for retirement benefits, potential effects of business losses on Social Security benefit rates and which full retirement age (FRA) applies to the earnings test. Larry Kotlikoff is a Professor of Economics at Boston University and
0 Comments
Not one serious word has been uttered about the astronomical levels of debt that the nation has accumulated, the surreal deficits it’s running, or the… by Claudio Grass via Claudiograss.ch Part I of II The implications of the upcoming US election are obviously very important not just for American citizens, investors and ordinary savers, but
0 Comments
Shares in Netflix (NFLX) pulled back 5.7% in Tuesday’s after-hours trading after the company’s soft global streaming subscriber additions disappointed investors. Specifically, Netflix reported Q3 GAAP EPS of $1.74 which fell short of Street expectations by $0.39. However revenue of $6.44B surged 22.7% year-over-year and beat consensus by $60M, with operating income rising to $1.315B.  Meanwhile net subscriber
0 Comments
William Blair expects to pursue a “hybrid” staffing model combining in-office and remote work, Chief Executive Officer John Ettelson said. The investment bank’s businesses are all functioning well with about 90% of employees at home during the pandemic, Ettelson said Monday at SIFMA’s annual meeting, held virtually this year. William Blair, with roughly 1,500 workers
0 Comments
A perfect example of mid-century modernism, the Kaufmann Desert House is for sale. Daniel Solomon for Vista Sotheby’s International Realty At its best, modernism produced poetically beautiful buildings whose spare simplicity belied their sophisticated design. A stellar example is Richard Neutra’s Kaufmann Desert House.  Located in modernism’s spiritual epicenter, Palm Beach, California, it is considered
0 Comments
SEATTLE, WASHINGTON – New England Patriots’ Brandon Copeland (L) and Stephon Gilmore tackle Seattle Seahawks’ Chris Carson on September 20, 2020 in Seattle, Washington. Abbie Parr | Getty Images Sport | Getty Images Millions of Americans have been financially impacted by the coronavirus pandemic. New England Patriots linebacker Brandon Copeland wants to help. “We can’t
0 Comments
CommonSpirit Health will price $2 billion of debt Wednesday in a deal that raises some new money while taking the next steps in its tinkering with the combined debt portfolio of Dignity Health and Catholic Health Initiatives. The Chicago-based system took indications of interest Tuesday on the nearly $1.5 billion of index-eligible taxable paper with
0 Comments
Despite JP Morgan’s record spoofing fine, deterrence questions remain? HINT: THERE IS NO DETERRENCE!!! THE FINES STOP NOTHING!!! by Jason Burack of Wall St For Main St Despite JP Morgan’s record spoofing fine, deterrence questions remain? HINT: THERE IS NO DETERRENCE!!! THE FINES STOP NOTHING!!! FULL SHOW NOTES AND LINKS HERE Commit to tipping us
0 Comments