Investment strategies

The 401(k) match is back, and it's getting bigger: Retirement Scan

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

Retirement scan Editorial Staff July 19

Retirement scan Editorial Staff July 19
Wealthy investors leaving hedge funds seek haven in real estate

The increase in real estate exposure is an “extraordinary move," according to an industry observer.

High net worth July 19

High net worth July 19
Magazine Why asset management’s future is digital

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Investment technology Editorial Staff July 14

Investment technology Editorial Staff July 14
Voices From racehorses to gold bars, what planners must know about alt investing

Kimberly Foss
President and founder Empyrion Wealth Management

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

High net worth July 14

High net worth July 14
Voices Smart beta looks great in the rearview mirror

Barry Ritholtz
Founder Ritholtz Wealth Management

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

Smart betas July 13

Smart betas July 13
Should your clients be landlords in their retirement? Retirement Scan

Real estate can be a good investment because historical data show that increases in rental rates outpace inflation, but there are caveats for clients to consider.

Retirement scan July 12

Retirement scan July 12
Overvalued? Funds with the highest price-to-book ratios

If these ratios increase along with stock prices, how high is too high?

Fund performance Lee Conrad July 12

Fund performance Lee Conrad July 12
Magazine Impact investing: Myth busting’s part of the job

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

ESG Editorial Staff July 7

ESG Editorial Staff July 7
Gold ETF discovers new way to rank holdings

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.

ETFs July 5

ETFs July 5
Video Biggest risk of real estate investments

Once you purchase real estate, you are married to it, says adviser Mike Martin.

RIAs June 30

RIAs June 30

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