The Best Funds for Rebalancing in 2023
The Best Funds for Rebalancing in 2023These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.
A Year-End Portfolio Review in 7 Easy Steps
A Year-End Portfolio Review in 7 Easy StepsCheck up on your portfolio’s health—and that of your whole plan—ahead of tax season.
Supporting Clients Through Inflation Anxiety
This anxiety about the economy and finances can impact the way people feel about their retirement savings and investments—as a financial professional, it can help to listen to concerns, encourage your clients to
Ann Garcia: How to Pay for College
And again, while she was an extreme example, I was talking to lots and lots of young adults who were coming in and interested in making plans but had so little free cash flow after their student loan payments that they
Germany Strat FLGR Could Be Low-Fee Foreign Equities ETF to Watch
Despite a land war in mainland Europe for the first time in decades, Germany may be one country to consider investing in with a low-fee foreign equities ETF like the Franklin FTSE Germany ETF (FLGR) . The
FM: Wagons East As The Frontier Beckons
As a Frontier Market fund, FM has holdings in countries not typically seen by investors. For the most part the frontier market sector is made up of countries with fairly stable economies, reasonably functional
Consider EMCR and EMSG as Emerging Markets See Tailwinds
EMCR seeks investment results that correspond generally to the performance, before fees and expenses, of the Solactive ISS Emerging Markets Carbon Reduction & Climate Improvers Index NTR. EMSG,
ASHR: If You Like China, Then This Is A Fund For You
Deutsche X-trackers Harvest CSI 300 China A-Shares ETF ( NYSEARCA: ASHR ) uses a plain vanilla model of investing in the 300 largest Chinese stocks. ASHR holds a basket of 300 of China’s largest
MINT: Simple Cash-Replacement ETF, 5.4% Yield To Maturity
Rising interest rates have led to higher yields for cash-replacement funds. MINT is one such fund, sporting a good 5.4% yield to maturity / forward yield. An overview of the fund follows.
Fidelity Launches Tactical Bond ETF
“Fidelity’s fixed income lineup combines our extensive investment capabilities and expertise as an active manager to provide investors with a range of solutions across the fixed income risk spectrum and vehicle type, and Fidelity Tactical Bond ETF provides investors with another