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Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.
July 5 -
A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.
July 5 -
Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.
July 5 -
Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.
July 5Employee Benefit News and Employee Benefit Adviser -
There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.
July 5 -
Family dynamics can muddy an otherwise clear situation.
July 5 -
U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.
July 5 -
The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.
July 3 -
Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.
July 3 -
It’s tremendously rewarding to help people make smart decisions about their wealth.
July 3CEG Worldwide