Hi! In this week’s ETF Wrap, you’ll get a look at where the money has flowed in the first half of 2022 and which areas are being fled by investors. For example, high-yield bond ETFs may wind up with their biggest outflows on record for the first six months of a year, according to Matthew…
Lewis Altfest’s time in the finance industry spans seven decades. He has some words of advice for investors who aren’t used to stomach-churning stock-price moves. Altfest founded Altfest Personal Wealth Management in 1983 after working as a general partner and director of research Lord Abbett & Co. Before that, he was an analyst for several…
In an effort to improve Americans’ retirement security, Congress is working on the Secure Act 2.0 – but there’s more it can do, experts say. The House passed the Securing a Strong Retirement Act, and two Senate committees advanced their own legislative proposals focused on retirement savings – one from the Health, Education, Labor and…
Read More “The next SECURE Act: How it could better solve a retirement crisis” »
A little more judging by stock futures reaction this morning. Thank China for some of that as the country announced the biggest easing in COVID travel requirements since about March 2020. China’s news may add to the sense that inflation has peaked, given the supply constraints that the lockdown there has produced. That brings us…
Give the benefit of the doubt to the classic 60% stock / 40% bond portfolio. That’s not easy, given its awful performance so far this year. On Jun. 13, the day the S&P 500 SPX, -0.20% officially entered bear-market territory by closing more than 20% below its Jan. 3 high, long-term US Treasurys were sitting…
Read More “Why the 60/40 portfolio is a worthy strategy even though stocks and bonds are weak” »
Jensen Investment Management follows a simple rule for initial screenings of stocks: Companies need to have achieved returns on equity (ROE) of at least 15% annually, for at least 10 consecutive years. That’s a tall order, and it may provide comfort to investors during a period of market turmoil. The easier growth-oriented strategies of the…
Read More “Four value-stock picks from a fund manager who steers clear of the energy sector” »
Not many investors can claim a lifetime of stock-market success. Warren Buffett of Berkshire Hathaway BRK.A, -1.94% BRK.B, -1.39% comes to mind, of course, but what about Warren Kaplan? Who? Kaplan is an 85-year-old individual investor with 70 years of stock-trading experience. Kaplan grew up in a poor family in the Bronx, NY, but by…
It seems like barely a week goes by these days without another headline advertising staggering losses at another billion-dollar hedge fund. While retail investors can enjoy a dose of schadenfreude at the expense of the “2-and-20” crowd – a reference to the industry’s lofty management fees, since the industry standard is 2% of assets under…
Read More “Tiger Global is down 50%, but how is the rest of the hedge fund industry doing?” »
Stocks turned higher Thursday, shrugging off earlier weakness, after Microsoft Corp. cut its fourth-quarter guidance ahead of the opening bell, citing the toll taken by a surging US dollar. Investors were also digesting comments from several Federal Reserve officials, labor-market data and a decision by OPEC + members to boost daily oil production. How are…
