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20
Jan

Remembering Martin Luther King Jr.

On this day, the third Monday in January, we observe Martin Luther…
10
Jan

Are your Clients Being Driven by Fear?

Uncertainty and volatility often lead people to make irrational decisions in the…
20
Dec

Bond Index Investing: A 2020 Trend?

Bond index investing is on the rise. Morningstar explored the growing trend.
21
Nov

5 Key Trends In ETFs

ETFs have continued to grow since their arrival in the early 1990s.…
12
Nov

Bonds Are Considered Safe. Are They?

Many investors choose bond funds for their portfolios or retirement plans because…
29
Oct

“I’ll Take Half!”

Schwab turns the investment industry topsy-turvy with the introduction of fractional investing…
11
Oct

Mutual Funds Holding Steady Despite Allure of ETFs

Despite predictions that the mutual fund industry would crumble, it continues to…
12
Sep

The Gig Is Up? Changes Ahead For The Gig Economy

California passed landmark legislation that could have major repercussions on the gig…
27
Aug

The “September Effect” is Looming

Going all the way back to 1950, September has traditionally seen poor…
22
Aug

Is It Time For Value?

It’s been 12 years since the last value cycle ended – is…
20
Aug
31
Jul

Foreign Exposure – Yay Or Nay?

Many investors are reluctant to invest overseas. Over the past ten years,…
09
Jul

The Q2 Review

While the municipal markets saw slow and steady gains the credit markets…
28
Jun

Changes Ahead For The Morningstar Analyst Rating

Morningstar has announced plans to change how they assign Morningstar Analyst Ratings…
18
Jun
13
May

Stock Market Volatility – Can It Be A Good Thing?

Thus far in 2019, the stock market had been performing fairly well-investors…
19
Apr

Thriving In An Ever-Changing Industry

SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for…
28
Mar
06
Feb

Financial Advice From Captain Kirk?

Taking financial advice from Star Trek? What? In a recent piece for…
05
Feb

What's Driving The Surge In M&A?

Activity in the Mergers and Acquisitions space is accelerating, but what's driving…
29
Jan

Port In A Storm: How To Help Clients During Volatile Times

Volatile markets and the inevitable feelings of uncertainty often lead investors to…
15
Jan

What's Ahead For ETFs In 2019?

Despite significant market turbulence in 2018, ETFs continued to grow in popularity…
11
Jan

The More You Know - Best Investment Books

There are many investment books written each year. Without digging in and…
08
Jan

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always…
14
Dec

What Will 2019 Look Like For Financial Advisors?

2018 brought significant fluctuations in the market. Despite those challenges, wealth management…
29
Nov

Tough Times For Income Investors

Income investors have seen their share of tough times, but they are…
07
Nov

How Demographics Drive Change – Women and Millennials

Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing…
24
Oct

6 Trends In The Wealth Management Industry

SunStar’s president & CEO Kathryn Morrison recently spoke at Tiburon’s CEO Summit…
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