According to a team at Goldman Sachs, says an article in this month’s Bloomberg, the rise of passive investing has the effect of “rewarding corporate directors more equally than the…
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Stop Losses are a Good Idea
While they may not enhance returns, stop losses enhance client well-being and may keep a client from selling what is otherwise a great long-term investment, writes Joachim Klement, CFA, in…
George Soros' Outlook Dim
At the World Economic Forum in Davos, Switzerland, George Soros wasn’t optimistic about the current state of affairs, according to a recent Bloomberg article. According to the article, the chairman…
Four Retail Stocks That Could Deliver
The retail industry has been under fire lately, grappling with a list of challenges including suffering sales, store closures, and an ever-increasing shift toward e-commerce. In this week’s Forbes, Validea…
Morningstar Compares Research Data to Real-World Investing
There is an abundance of research data regarding how investors can maximize returns, but it doesn’t necessarily translate into real-world results, according to a recent Morningstar article. Alex Bryan, Morningstar’s…
Market’s Valuation Could Hold Back Trump Bull
During the Trump years, it will be tougher for stocks to see the kind of gains that occurred during the Obama administration,” according to last week’s Wall Street Journal. This…
Bloomberg's Kaissar on Dow Milestone
Before the fanfare of the Dow Jones Industrial Average hitting 20,000 (which occurred on January 25th), Bloomberg columnist Nir Kaissar asserts, “it’s not clear whether that milestone will be cause…
Gundlach Says the Bond Bull Dies at 3%
Jeffrey Gundlach says that a yield of 3% on the ten-year Treasury bond would represent the end of the three-decade bond rally, according to a recent Bloomberg article. The DoubleLine…
Four Small-Cap Financial Stocks to Consider
Warren Buffett knows the insurance business like the back of his hand, and openly raves about how it allows companies to “invest in other people’s money and keep all the…
AQR's Antti Ilmanen Predicts Low Returns
Low expected returns are going to anchor bad news for all of us for the rest of our working lifetimes, warned AQR principal and researcher Antti Ilmanen at the 2016…