+1 (703) 299-8390
300 N. Washington St. | Suite 505 | Alexandria, VA 22314
Tuesday, 09 July 2019 10:41

The Q2 Review

While the municipal markets saw slow and steady gains the credit markets saw ups and downs through the second quarter of 2019.

 

Morningstar has announced plans to change how they assign Morningstar Analyst Ratings and how they will enhance the Morningstar Sustainability Rating.

Morningstar released its report on ETF and mutual fund flows this morning.

Many asset managers are wary of social media. The time commitment and compliance requirements can make it seem near impossible.

Investors know they pay a fee to invest in funds – it comes out in the expense ratio. 

Thus far in 2019, the stock market had been performing fairly well-investors were almost giddy.

Friday, 19 April 2019 10:24

Thriving In An Ever-Changing Industry

SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for small- and medium-sized firms that have good funds they want to grow.

SunStar’s Conference, “Thriving in an Ever-Changing Industry,” will be held Monday and Tuesday, April 29 and 30, 2019 at the Dupont Circle Hotel in Washington D.C.

Strategic Insight and Flowspring headline SunStar’s Conference, “Thriving in an Ever-Changing Industry” offering actionable ideas to grow assets.

Wednesday, 27 March 2019 06:22

4 Industry Trends That Benefit Investors

Just like in life, change in the mutual fund industry is constant.

Most Popular Posts

Share