Preparing Investors for Changing Market “Seasons”
Advisors know markets are cyclical, but many investors don’t. Learn how to coach your clients on this vital subject.
Target-Date Funds: Don’t Take Your Hands Off The Wheel
Target-date funds are extremely popular with investors and are often the default choice in 401k plans. In theory, target-date funds are a great idea; you pick the fund that matches your expected retirement date, and it takes care of details like asset allocation and rebalancing. It’s a simple option, like putting your investments on cruise […]
Women Investors: Play to their Strengths
Many women are intimidated by finance, but a new study shows that those who participate in the market reap higher returns than men. SigFig conducted a study of 2.5 million accounts with over $350 billion in assets. The female account holders had a clear edge over their male counterparts. One possible explanation is that men […]
The Bipolar Investor in All of Us
In the financial markets, either the sky is falling or we are living in a new golden age. At least that’s the way it can seem when your money is on the line and emotions are running high. When the market collapses and leading economists are on CNBC telling you that capitalism itself has died, […]