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Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?
April 15 -
Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.
March 14 -
The bank was ordered to pay more than $5 billion over a tax-evasion case in France.
February 22 -
Few dividend-oriented funds use this important metric to find stocks.
February 14 -
Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.
January 16 -
Some of the largest and fastest-growing economies in the world are still considered emerging markets.
December 20 -
Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?
November 19 -
The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.
November 13 -
Small company stocks stumbled in the very recent past but have outperformed over the long term.
October 18 -
The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25
Plante Moran -
The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.
September 17 -
Clients can find broad diversification or dividend growth, but it's tough to find both. Here are some ideas.
September 12 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20
Plante Moran -
While diversification is important, more isn’t always merrier with these funds.
August 20 -
Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.
July 27 -
Although the rules have become more lenient, high-income clients must not be complacent.
July 3 -
There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.
June 14 -
Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.
May 16 -
Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.
April 17 -
The answer depends on your perspective, and whether fear or greed is the defining mood on Wall Street.
April 16

















