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The No. 1 Mistake Made by Financial Advisors
It's time to start connecting to the right-brain needs of your clients.
Can Vanguard Keep the Faith While Expanding Even Further?
The biggest U.S. fund firm still stands out.
Consider Adding These Positively Rated, Undervalued Funds to Your Portfolio
Purchasing strong funds at good relative valuations is crucial when investing in closed-end funds.
Also, Vanguard rolls out an emerging-markets bond fund, major portfolio manager departures at T. Rowe Price and FPA, Neuberger Berman to launch a China fund, and Invesco to rework its quant funds.
Guggenheim to close a dim sum bond ETF, and updated filings on proposed emerging-markets ETFs from Emerging Global Advisors and Krane Funds. Plus, the week's best- and worst-performing funds.
The fundamental characteristics of personality types are connected with the concept of the financial personality type.
BlackRock has yet to realize its full potential for fundholders.
Despite the risks of overheating markets, quantitative easing in the developed world may help sustain the rally in the near term.
Investors need to look before they leap into overvalued CEFs.
While investors have flocked to an MLP exchange-traded fund, we recommend sticking with exchange-traded notes for this asset class.
The president's proposals to cap retirement account contributions and scrap stretch IRAs don't hold water.
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In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
It's time to start connecting to the right-brain needs of your clients.
Tuttle Tactical Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Tuttle ...
The biggest U.S. fund firm still stands out.