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Wednesday, 31 July 2019 12:57

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.

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

Wednesday, 27 March 2019 06:22

4 Industry Trends That Benefit Investors

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

2018 brought significant fluctuations in the market. Despite those challenges, wealth management remained one of the strongest sectors of financial services.

Thursday, 29 November 2018 06:30

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.

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.

The Morningstar Quantitative Rating was launched last year. They took a hard look at how the rating has performed thus far.

Investors have embraced the new model of low-cost, passive investing and are turning away from high-cost active funds. 

Using technology to improve the investment process and enhance socially responsible investment tools.

Monday, 14 August 2017 11:36

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.

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