Markets & Investments (183)
Use Market Commentaries to Calm Clients
- Monday, 31 August 2015
- Markets & Investments
- Written by PFA Staff
At one point in late August, the S&P 500 index was down 12.4% from its May high as investors panicked over concerns that China’s devaluation of its currency may be a sign the country’s economic growth is slowing more than commonly believed. Read more...
Bill Gross Fund Hit with Outflows
- Monday, 20 July 2015
- Markets & Investments
- Written by PFA News
May and June have been tough months for Bill Gross and his Janus Global Unconstrained Bond Fund with investors withdrawing $50 million from the portfolio during the period, according to Morningstar. So reports the Los Angeles Times.
Read more...ETFs More Popular Than Mutual Funds Among Advisors
- Saturday, 30 May 2015
- Markets & Investments
- Written by PFA News
A study by the Journal of Financial Planning and the FPA Research and Practice Institute has determined that exchange-traded funds are now more popular among advisors than are mutual funds. So reports Valuewalk.
Read more...Investors Don’t Understand Their Portfolios
- Monday, 25 May 2015
- Markets & Investments
- Written by PFA News
Only 66% of American investors can describe the investment they hold in their portfolios, although 75% are familiar with their asset allocations, according to a study by research firm Hearts & Wallets. So reports CNBC.
Read more...PIMCO Retreating from Equity Investing
- Friday, 15 May 2015
- Markets & Investments
- Written by PFA News
PIMCO’s chief investment officer for equities, Virginie Maisonneuve, is stepping down from her position after two years at the firm and the company’s equity unit is laying off about 30% of its workforce. So reports Fox News.
Read more...Emerging Markets Companies Increasing Dividends
- Friday, 15 May 2015
- Markets & Investments
- Written by PFA News
As many as 80% of emerging markets companies are paying dividends. That's up from 60% in 1998, according to a recent study published by Dow Jones Indices. So reports FinancialPlanning.
Read more...Dividend Paying Stocks Aren’t Always a Safe Haven
- Friday, 15 May 2015
- Markets & Investments
- Written by IAW News
Some stocks with the highest dividend yields, including mortgage-backed real estate investment trusts, tend to be the most risky, and many dividend paying stocks are interest rate sensitive, says Jim Cahn, chief investment officer of Wealth Enhancement Advisory Services in Minneapolis. So reports ThinkAdvisor.
Read more...Rethinking 'Sell in May and Go Away'
- Friday, 01 May 2015
- Markets & Investments
- Written by PFA Staff
As the weather continues to warm and the sun begins setting later each day, the annual debate over “Sell in May and go away” typically surfaces in the financial press and among investors.
Read more...Target Date Funds Generating Attractive Results
- Friday, 01 May 2015
- Markets & Investments
- Written by PFA News
Target data funds are doing a good job of generating attractive returns and protecting investors from inappropriately trying to time the market. So reports Bloomberg.
Read more...DALBAR Updates Analysis of Investor Underperformance
- Friday, 01 May 2015
- Markets & Investments
- Written by PFA News
Over the past 30 years, a composite indicator of investors’ results recorded the greatest underperformance for the month of October of 2008, with a negative return of 24.21% compared to the 16.80% return of the S&P. That's according to a press release from DALBAR.
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