A recent study using a dataset of 80,000 yearly observations of institutional investment product assets, accounts, and returns for 24 years (1984−2007) indicate that that plan
If a White House memo from Jason Furman, Chairman of President Obama’s Council of Economic Advisors is any indication, brokers advising 401(k) plans will soon be
According to an article on CNBC this morning, systematic hedge strategies outperformed their human counterparts in 2014. The best performing category within the segment was managed
To be successful at anything, requires discipline. In athletics, you must train your body to make certain movements at certain times so that during competition,
According to a PDF on the FlexShares website, only two of their ETFs will distribute a capital gains payment for 2014, based on an October
While ETFs are mostly tax efficient, especially compared to most mutual funds, there are some ETFs that do incur capital gains distributions annually. Pimco recently
A statement on the First Trust’s website indicates that the firm does not anticipate any long-term capital gains distributions for its ETFs for the 2014 tax
A new whitepaper from Invesco discusses the difficulties in managing risk with strictly a 60-40 stock-bond portfolio and highlights some of the new alternative asset
Vanguard recently announced ETFs in their lineup that will be distributing capital gains to unit holders for 2014. These include: Extended Duration Treasury ETF (EDV)
While ETFs are mostly tax efficient, especially compared to most mutual funds, there are some ETFs that do incur capital gains distributions annually. iShares recently
One of the reasons ETFs have been adopted so widely is that ETFs are typically very tax-efficient investments, especially when compared to mutual funds, because
Hardly a week goes by without a retirement services firm issuing a report on why retirement plans should adopt liquid alternatives for use in 401(k)
