Many investors choose bond funds for their portfolios or retirement plans because they’re considered “safe.”
Schwab turns the investment industry topsy-turvy with the introduction of fractional investing in ETFs.
Despite predictions that the mutual fund industry would crumble, it continues to plod along steadily.
Going all the way back to 1950, September has traditionally seen poor performance for the top three market indices.
The investment universe is filled with lingo, acronyms, and concepts that aren’t always easy to understand for those outside the industry.
It’s hard to reach people these days because everyone is busy and overscheduled. People don’t want to talk on the phone or take in-person sales or solicitation meetings and all the experts are saying emails are the best way to communicate with your audience so why do your emails have such low open rates?
2017 was a banner year for asset management but in 2018 assets dropped by $3 trillion. Does that mean trouble is ahead?