- Only 11% of Americans have a trust, yet trust planning shapes nearly every serious estate...
- Most estate planning failures happen after the documents are signed. This guide explains how...
- BlackRock, Vanguard, and State Street collectively manage over $30 trillion and dominate fund...
- The three ratios most advisors learn first for stock evaluation are the same three that mislead...
- Only two mutual funds have ever crossed $1 trillion in assets. Both are Vanguard index funds...
- The U.S. fund industry manages over $44 trillion across mutual funds and ETFs. This data reference...
- Most advisors know that lower expense ratios are better. Fewer have calculated what a 0.50%...
- The SPIVA U.S. Scorecard tracks active fund manager performance against benchmarks across equity...
- Raw returns alone do not tell the story. This guide walks advisors through the risk-adjusted...
- The 10 largest fund companies manage the majority of all U.S. fund assets. Here is what that...
- Classic diversification research shows that roughly 20 stocks from different industries eliminates...
- Growth stocks dominated the 2010s so convincingly that many advisors questioned whether value...
- Most advisors can define the key risk metrics. Fewer can explain where each metric breaks down and...
- The 20 largest U.S. mutual funds hold trillions in assets. Here is what that concentration means...
- The search for superior active fund managers has consumed more research than almost any other...
- A cornerstone of indexing advocates is based on securities markets being efficient. Barron’s...