Why 401 (k) Investors Ignore 'Keep Cool' Advice When Markets Tank
Retirement savers flee stocks when markets dive, index data reveals. You would think people have learned to stay the course.
Fed Must Decide If Quarter-Point Cut Will Be Enough for Workers
The Fed is set to begin unwinding its tightening campaign this month as inflation cools and the labor market slows.
Smartleaf Asset Management: Yes, Direct Indexes Make Sense for Investors Worth Less Than $1M and Over $5M
(Gerard Michael, SAM) Brent Sullivan, author of the excellent The Tax Alpha Insider recently posted a summary of what he’s hearing from advisors about direct indexes. What emerges is that many advisors believe that $1mm - $5m is the “sweet spot” for direct indexing, that below $1m “the juice isn’t worth the squeeze” and that above $5m “Direct indexing is a gimmick”. (Brent isn’t necessarily endorsing these positions – he’s just reporting)
RIA Firms Settle Charges Related To Confidentiality Agreements
A New Jersey-based broker-dealer and two affiliated registered investment advisor (RIA) firms have agreed to pay a total of $240,000 in penalties.
Veteran Fund Manager Views Warren Buffett Moves As Worrisome
It often pays to mimic investment icon Warren Buffett’s stock purchases and sales.