Every industry has its jargon. The financial services industry is no exception. Two terms that many people do not understand are used quite often and are important in understanding how your money will be managed: strategic assets allocation and tactical asset allocation.
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Investors use benchmarks to evaluate the performance of portfolios of investments. Common stock indexes include the Dow Jones Industrial Average, the S&P 500, the Russell 2000, the Wilshire 5000, MSCI EAFE and the MSCI Emerging Markets Index. There are also a series of indexes to evaluate bond performance, but this article will focus on stock indexes.
When choosing an investment manager, Gene Sulzberger believes there’s no substitute for visiting a financial professional in the firm’s office.
Liquidity is a subject that many investors fail to take into account or understand. As a result their financial plans fall short of their expectations during important times such as retirement.
The recent U.S. Supreme Court ruling in United States vs. Windsor over turning Section 3 of the Defense of Marriage Act (DOMA) has brought to the surface numerous federal tax implications for same-sex married couples.
The hedge fund industry is estimated to have $2.5 trillion in assets under management, down from an estimated $2.9 trillion in 2008. There are approximately 10,000 funds that account for these assets.
2014 begins with a few important economic moments.
When we think of the 2008 economic crisis now, we see how the impact has been far reaching and ongoing. Individual taxpayers/investors have been left with a changing playing field. What they once knew, is no longer.
The world of investment management has been changing over the past 10 years with the evolution of boutique investment practices.
Registered Investment Advisory Firms, Broker/Dealers and Trust Companies: Some Differences for Investors to Consider
From the casual observer's perspective, U.S. investment management firms may all look alike. However, there are important differences that investment consumers should be aware of when selecting an investment advisory firm.