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1. Morningstar Sustainability Rating: Impacts For Advisors And Corporations
(Matching tags: ESG,sustainability,Morningstar,investment management,investing,mutual funds)
Morningstar, a leading provider of independent investment research, is known for evaluating financial results – risk/return – and publishing the Morningstar Rating™, commonly known as ...
Wednesday, March 09, 2016
A few advisors attending a webinar by Dr. Craig Israelsen about encouraging good behavior by investors were sharply critical of the title of the presentation but they’re objections are misguided, ...
Sunday, August 31, 2014
How does a speaker on investments go before an audience of independent practitioners month after month and consistently earn a 4.8 star-rating from attendees?   There’s only one explanation. ...
Monday, March 17, 2014
4. Terror-Free Investing
(Matching tags: momentum investing,iran,investment strategies,investing,world economy,mutual funds)
Many clients are concerned about the type of investments held within their mutual funds. For these clients, we might offer a "socially responsible" fund. But what does "socially responsible" ...
Monday, January 27, 2014
... of energy investing, applies three decades of experience about investing in energy deals in managing separate accounts, a long-short hedge fund, and a long-only portfolio for UHNWIs from an RIA in Houston. ...
Friday, December 06, 2013
... is likely to accelerate. Be very cautious.     B.J. Willingham, who attended Yale and Wharton before embarking on a 35-year career as a portfolio manager and specializing in energy investing, ...
Friday, December 06, 2013
Standard & Poor's, a government-recognized agency for rating securities, has been giving higher ratings than its big rivals on some mortgage-backed securities.   Just five years after the ...
Thursday, August 01, 2013
  The New York Times reported today that Chinese government officials telephoned Hong Kong counterparts to request they allow NSA-leaker Edward Snowden to leave Hong Kong. While the Chinese intervention ...
Monday, June 24, 2013
9. Looking For Love In All The Right Places: Using Heat Maps To Generate Alpha Signals
(Matching tags: style classification,investing,stocks,investor behavior)
Momentum investing works, and it works best in an opportunity-rich environment. You just need to know where to look.  ...
Wednesday, May 01, 2013
10. Economic Data Is Noise And Investors Only Should Care About Corporate Earnings
(Matching tags: earnings,economic indicators,investing,investor behavior)
Barry Ritholtz, a money manager, economist, and hugely popular blogger, says investors should really not care much about economic data because corporate earnings are all that matters.
Saturday, March 16, 2013
How can Congressional Budget Office suggest 4.75% growth?  Doesn't this seem highly optimistic? Remember, the 4.75% is a “nominal” figure that includes inflation. CBO’s forecast ...
Tuesday, February 19, 2013
12. The Poor Performance of Fidelity’s Target Date Funds Demonstrates Need to Vet This Important Choice
(Matching tags: TDFs,Due Diligence,retirement planning,target date funds,investing,fiduciaries,retirement income)
 The New York Times and Investment News have documented the poor performance of Fidelity’s target date funds. Are you using Fidelity’s target date funds? Many are.
Wednesday, February 06, 2013
13. 7Twelve: The "Core" of Core-and-Explore
(Matching tags: 7Twelve,investing,android,asset allocation)
  The 7TwelveTM Balanced Strategy:    The Core of “Core and Explore”          Craig L. Israelsen, Ph.D. ...
Saturday, February 02, 2013
The House Ways and Means Committee has proposed a series of tax reforms on various financial products ranging from financial derivatives to simplifying business hedging tax rules.   Transactions ...
Monday, January 28, 2013
15. Last Week's Spike In Leading Economic Indicators Is Real And Bodes Well For Stocks
(Matching tags: Economic Outlook,investing,economy)
It’s safe to say this strength in stocks has taken many investors by surprise.         The House’s action to kick the debt-ceiling can down the ...
Sunday, January 27, 2013
Entrepreneurs are wasting no time popping up websites in anticipation of the new crowdfunding rules; neither is the SEC.   Over 200 websites are being scrutinized by regulators for possible ...
Friday, January 18, 2013
BATS Global Markets Inc. stated on January 9 that glitches in its system over the last four years may have been responsible for price executions that resulted in securities violations in hundreds of ...
Thursday, January 10, 2013
So far this year, the number of initial public offerings (IPOs) has outpaced those in 2011 but the days for extending that lead are numbered.   There are no deals slated to come to market over ...
Monday, November 26, 2012
Increasing fears across the globe of what will happen to the US economy if it slips over the fiscal cliff hit markets hard last week.   The Congressional Budget Office (CBO)warned that the ...
Monday, November 19, 2012
20. With Fiscal Cliff Looming, Where Are Investors To Put Their Money? A Couple Of Experts Offer Ideas
(Matching tags: investing,investment strategies,Morgan Stanley)
Investors typically contemplate this time of year where they should invest their money after the first of the year. The decision is made more difficult this year by the looming fiscal cliff and the uncertainty ...
Thursday, November 15, 2012
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