Investments

  • Investors Find Sustainable Value through ESG Investors Find Sustainable Value through ESG

     A whole new era of responsible investment?

    A global survey of both institutional and retail investors sponsored by State Street Corporation (NYSE: STT) found that traditional obstacles to environmental, social and governance (ESG) investing are fading, while one significant barrier remains: the lack of transparent, standardized and quality data. read more
  • Markets Stumble…What Does Data Say? Markets Stumble…What Does Data Say?

    Washington may have finally caught the market’s attention

    Last week, all four of the indexes we discuss in these market updates saw their performance stumble. The S&P 500 lost 1.44%, the Dow was down 1.52%, the NASDAQ gave back 1.22%, and the MSCI EAFE declined 0.07%. read more
  • Five Myths of International Investing Five Myths of International Investing

    The reality behind some common misconceptions that may be keeping investors out of international stocks

    While many investors have taken advantage of the six-year rally in U.S. stocks, they may have overlooked attractive opportunities overseas. read more
  • Bearish Colors Bearish Colors

    Financial Stocks on Investors' Radar -- HomeStreet, Columbia Banking, Reinsurance, and Cowen

    On Thursday, benchmark US indices were in bearish colors as the NASDAQ Composite closed the trading session down 0.07%; the Dow Jones Industrial Average edged 0.02% lower; and the S&P 500 was down 0.11%. US markets saw a mixed session as 4 sectors closed in green, 4 sectors finished in red, and 1 sector ended flat for the day. read more
  • Stock Market vs. Fixed Income in the 21st Century Stock Market vs. Fixed Income in the 21st Century

    Look before you leap (to assumptions)

    The following is a superficial, Wall Street style, analysis of two hypothetical portfolios starting out at the turn of the century... roughly 17.25 years ago. read more
  • The Healthcare Industry in 2017 The Healthcare Industry in 2017

    Hype and Speculation Loom Over Technology Trends and Potential Policy Shifts

    Despite global political uncertainties and a sluggish economic outlook for 2017, the global healthcare industry is set for an invigorating year. read more
  • The Growth of Legal Cannabis Products The Growth of Legal Cannabis Products

    New investments beginning to reach critical mass

    New investments beginning to reach critical mass NEW YORK, March 22, 2017 /PRNewswire/ — The cannabis market is gaining popularity for both medical and recreational purposes. The global medical cannabis market is expected to reach a value of $55.8 billion by 2025, according to a new report by Grand View Research, Inc. After the elections ... read more
  • Majority of RIAs and Fee-Based Advisors Say Stock Market Will Rise—but Washington Politics will Cause Ongoing Volatility Majority of RIAs and Fee-Based Advisors Say Stock Market Will Rise—but Washington Politics will Cause Ongoing Volatility

    Advisors Say Tax Reform Top of Mind for Clients and Most Likely to Impact Portfolio Management

    Jefferson National, a leading distributor of innovative tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, announced results from its latest survey on the new Administration’s impact on advisor sentiment and approach to investing. read more
  • Irreversible Globalization Irreversible Globalization

    A Future of Integration for China and U.S. FinTech

    Guo Lu, vice president of Hanfor Holdings Co (Hanfor), a leading Chinese asset manager and industrial park developer, shared the company's insight into the FinTech industry, and called for closer cooperation between Chinese and U.S. FinTech businesses at the 2017 LendIt USA conference, one of the world's biggest FinTech events. read more
  • Fake Risk, Fake Return? Fake Risk, Fake Return?

    The old days of comfortable risk/return profiles may be gone

    by Axel Merk

    With seemingly everyone from the blogosphere to the Tweeter-in-chief chiming in on fake news, have investors considered their risk/return profile may also be “fake”? read more
  • Who’s Afraid of Higher Interest Rates? Who’s Afraid of Higher Interest Rates?

    Stop looking at income investing with a "grow the market value" perspective

    by Steve Selengut

    You'll recognize much of what follows, but repetition is good for both souls and investment portfolios. read more
  • Saving Enough for Retirement is Top Source of Financial Stress, Even for Millennials Saving Enough for Retirement is Top Source of Financial Stress, Even for Millennials

    For many, 401(k) is the ‘must have’ plan

    A new survey from Schwab Retirement Plan Services, Inc. finds that saving enough money for a comfortable retirement is the most common financial stress inducer for people of all ages. read more
  • Most Advisors Say Stock Market Will Rise—but Washington Politics will Cause Ongoing Volatility Most Advisors Say Stock Market Will Rise—but Washington Politics will Cause Ongoing Volatility

    Advisors say tax reform top-of-mind for clients

    Jefferson National, a leading distributor of innovative tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, announced results from its latest survey on the new Administration’s impact on advisor sentiment and approach to investing. read more