Foreign Exposure – Yay Or Nay?
Many investors are reluctant to invest overseas. Over the past ten years, foreign stocks have underperformed in the U.S.
Funds That PAY Investors – What’s Looming On The Horizon
Investors know they pay a fee to invest in funds – it comes out in the expense ratio.
4 Industry Trends That Benefit Investors
Just like in life, change in the mutual fund industry is constant.
What Will 2019 Look Like For Financial Advisors?
2018 brought significant fluctuations in the market. Despite those challenges, wealth management remained one of the strongest sectors of financial services.
Tough Times For Income Investors
Income investors have seen their share of tough times, but they are seeing improvements in that bond yields have climbed this year.
How Demographics Drive Change – Women and Millennials
Kathryn Morrison, CEO, founder of SunStar Strategic participated as a panelist addressing “How Demographics Drive Change – Women and Millennials” at the Tiburon CEO Summit XXXV.
Analysis Of The Morningstar Quantitative Rating - Does It Work?
The Morningstar Quantitative Rating was launched last year. They took a hard look at how the rating has performed thus far.
U.S. Fund Flows Show Passive Investing Is On The Rise
Investors have embraced the new model of low-cost, passive investing and are turning away from high-cost active funds.
Sustainable Investing Comes To The Digital Age
Using technology to improve the investment process and enhance socially responsible investment tools.
DOL Rule Delay - What Does it Mean?
The Department of Labor's fiduciary rule had a "soft opening" on June 9, 2017. The full implementation of the DOL rule had been set for January 1, 2018, but will now be delayed until July 2019.