Investment strategies

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Macro funds, which invest in broad global trends, had the biggest disparity.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.