The retail investor is tip-toeing into the market this week as expected. Last week, in an interview with Forbes, Allan Conway, a fund manager for Schroders in London told me that he expected the retailer to return to the market within the next few weeks, but that flow would not last for long. “Most of
If you want to charge the maximum possible price for anything, the strategy is simple — reduce supply. The Rolling Stones, always keen on presenting themselves as working-class louts who get paid to misbehave, nevertheless understand economics. They’re doing just four “50th Anniversary” shows, two in London, two in the United States in New Jersey.
In late September, Campbell Soup increased its divided 7.6% from 29 cents a share to 32 cents. Earlier in the month Microsoft raised its quarterly payout 22% to 28 cents per share from 23 cents. And just last week Kraft Foods Group announced a 5% increase from 50 cents to 52 cents. Net dividend payout
I’ll give you a tip-off from the get-go. If you try to trump the do-nothing, leave-it-alone retirement plan, it’s not going to end well for your portfolio. Why you’re headed for an unhappy ending is a matter of hard facts. By trying to outwit the market and guess what’s going to happen next, you’ll likely
As part of our ongoing Best Ideas 2013 coverage, which was initiated in our recent Investment Guide, I offer you the best and worst idea from Adviser Investment’s Jeff DeMaso. Jeff works with one of the most trusted names among mutual fund and ETF money managers , Dan Wiener. Dan and Jeff produce a newsletter
A banner with Twitter’s logo in front of the New York Stock Exchange on the day of the social… [+] network’s IPO. (Image credit: AFP/Getty Images via @daylife) Young and profit-less Twitter is a risky investment. At $42.90 a share it’s not a particularly cheap investment either. ETF issuer Global X Funds is betting it
Manisha Thakor |44 Hometown: Columbus, IN Alma Mater: Harvard M.B.A.; Wellesley College B.A. Specialty: Indexing Day Job: Director of Wealth Strategies for Women, Buckingham and The BAM Alliance Cred: After 20 years managing money at firms like Fayez Sarofim, SG Warburg, and Atalanta/Sosnoff Capital, Thakor started MoneyZen Wealth Management in 2012 to build portfolios of
I was recently asked by an editor to write a piece on how Hillary Clinton and Donald Trump will impact the U.S. economy and markets. I declined. The next president will matter, of course, to the future of the country and the world, but may have almost no long-term impact on the economy and markets.
On the great see-saw of investing, all too often investors are on the wrong side of the trade. They should should be buying stocks when most people are selling them. Case in point is the aftermath of the Brexit vote in the United Kingdom, where the majority of voters chose to leave the European Union.
A great hedge is one that makes money while it protects you from a disaster. In April, Thomas Pound recommended Randgold Resources (GOLD) as a good investment as well as a hedge against many bad scenarios. Since then, we’ve seen a market correction caused by Brexit from which we have now recovered. In spite of
US Democratic presidential nominee Hillary Clinton greets supporters during a campaign rally at the… [+] Kent State University in Kent, Ohio, on October 31, 2016. (Photo Jewel Samad/AFP/Getty Images). As the US prepares to choose a new President on November 8, passionate debate rages after three TV clashes between Hillary Clinton and Donald Trump. Now
When the United Kingdom voted to leave the European Union in June, ultimately tanking the British pound, traders with access to Cambridge, Massachusetts-based artificial intelligence platform Kensho had a special advantage. With a few keystrokes on Kensho’s AI-powered platform, traders quickly combed through an intelligence-grade database of information and in seconds learned that populist votes such as Brexit historically
Can you make money from trading in gold? With an increasing number of technology startups diversifying and innovating in a number of different industries within the financial sector, this has in turn, has opened up many ways that retail consumers can make a little bit of cash on the side. Tomorrow Goldex, the first smart
Netflix is the highest flying FAANG stock this year. Photographer: Chris Ratcliffe/Bloomberg. You’ve heard warnings about your low-fee index fund: It’s perilously loaded with Facebook , Amazon.com , Apple , Netflix and Google (Alphabet), because the capitalization-based nature of the S&P 500 means you’re buying them at ever-higher prices. Yet the smart money (think Warren
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City. Photo: Spencer… [+] Platt/Getty Images Exchange Traded Fund (ETFs) can be a great way to manage your portfolio, but you have so many choices now, so which are the best ETFs to use? This question is not as straightforward as it
(GLOBE NEWSWIRE) As a follow up to “What This Navient Lawsuit Means For Your Student Loans” and “What This Navient Lawsuit Means For Your Student Loans: Q&A,” here are some more questions, answers and action steps that you can take to protect your finances and take control of your student loans: The Navient Lawsuit: Quick
Shutterstock Sometimes you’re not sure where to start with investing. It turns out many experts have come up with portfolios that they would, and often do, implement for themselves or their loved ones. Here we run through some of the most robust options. Warren Buffett – The 90/10 Portfolio This portfolio follows the instructions that
The chart you see above is one that has been presented in many forms over the past couple of decades. Throughout the current century, this simple graph of the emotional roller coaster that is investing, as well as life itself, has been a very helpful tool for people in my industry. My only question today
Best Buy ETFs Shutterstock These 21 funds have the lowest holding costs for short-term speculators. If you want a brief exposure to smaller companies, use one of the exchange-traded funds that get to the top of our cost efficiency rankings. The scorecard here reports the cost of maintaining a $10,000 stake for three months. That cost
The Dow recently hit 25,000 but ETFs can open up many other markets at low cost to investors. Photo… [+] by Drew Angerer/Getty Images Picking an Exchange Traded Fund (ETF) can be overwhelming. There thousands of ETFs out there, so the choice is understandably daunting. Let’s start with a quick refresher on what an ETF is.
What the heck is a blockchain and why do I need to invest in it now? (Shutterstock) What’s a blockchain? And why do I need to put money in there? Trying to figure out what the blockchain is or how it works is like the olden days of the internet when college students were asking:
Master limited partnership investors are going to get a 20% deduction. How does it work? Good news for income investors: The tax treatment of energy partnerships, already pretty good, just got better. This essay will explain how these investments are taxed, and how the new 20% deduction for pass-through business income will affect them. MLPs
This article is more than 10 years old. In this new Morningstar video, I discuss my forthcoming book, The Power of Passive Investing, and argue that the more actively managed funds you put in a portfolio, and the longer those funds are held, the lower the probability that this active fund portfolio will outperform a
Looking at the universe of stocks we cover at Dividend Channel, on 10/26/11, Epoch Holding Corp (NASD: EPHC) will trade ex-dividend, for its quarterly dividend of $0.08, payable on 11/11/11. As a percentage of EPHC’s recent stock price of $18.18, this dividend works out to approximately 0.44%. Below is a dividend history chart for EPHC,
(Photo credit: Wikipedia) Investment management is a complex business, sometimes unnecessarily so. Like any sector of the economy, it has entrenched interests who gain from keeping the mystique level high and barriers to entry intact. The first step for retirees, then, is to understand the players and their motivations. After all, it’s your money. Placing
The polls are clear and dismaying. Just 13% of Americans are “very confident” in their retirement planning, while 38% are “somewhat confident,” the Employee Benefit Research Institute found in a 2013 poll. That means nearly half of us (49%) are somewhere on the other side of that line. Shockingly, nearly a third of Americans (28%) are
If you’re reading these words, I’d wager it’s because the headline piqued your interest. From that, it seems clear that you already know what an IRA is and think you might need one. Mostly probably, though, you don’t have one. But you should, and you probably should have two. Let me explain why. If you have a
Retail cash outflows from U.S. high-yield funds deepened to $859 million in the week ended April 29, and there was a huge influence from the exchange-traded-fund segment, at 85% of the withdrawal, or $724 million, according to Lipper. The outflow expands upon the $162 million withdrawal last week, for a net $1 billion redemption over the
A prudent investor takes advantage of market dips. He buys oversold assets when the market panics—and stays the course during recoveries. Unfortunately, prudent investors looking to add to their portfolios now can’t capitalize on a panicking market. This year saw two great buying opportunities: first in February when the market freaked out over global economic
Shutterstock If you have the choice between making a major purchase on a credit card or a personal loan, your first choice should be neither. Your first choice – if you will not be able to pay back the purchase by the end of the month – should be cash. If you do not have