Probably not. Consuelo is sharing a report that answers that question from Gerstein Fisher, an independent investment advisory firm based in New York City. As US stocks have outperformed their foreign counterparts in 2013, individual investors may be tempted to reduce international exposure in favor of greater allocations to US equities. By doing so, investors […]
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IN MUTUAL FUNDS, IS ACTIVE VS. PASSIVE THE RIGHT QUESTION?
Are you better off with an active or passive investment strategy? That was one of the our most popular WealthTrack topics this summer. Independent wealth management firm, Gerstein Fisher has done some research on the subject and found there are several determining factors, including investor behavior! They are sharing the results with us.
Maxing out Retirement Savings
Retirement Pros, Mary Beth Franklin of InvestmentNews and Kimberly Lankford of Kiplinger’s Personal Finance, tell us how they have maximized their personal retirement savings. [bliptv id=”hsM9g5SQBQA”]
THE KEY ROLE OPTIMISM PLAYS IN INVESTMENT SUCCESS
David Winters, Portfolio Manager and founder of the Wintergreen Fund describes the key role optimism plays in investment success. [bliptv id=”hsM9g5P8DwA”]
DO WOMEN OVER 50 NEED LIFE INSURANCE?
Some are keeping their traditional policies for surprising reasons, but financial pros are keen on a combo plan with long-term care benefits.
TOP OF HIS GAME
How has Loomis Sayles’ legendary bond fund manager, Dan Fuss, stayed at the top of his game and the top of “the” game for as long as he has? We asked him.