‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Traders Magazine

Asset Owners Bring Trading Back In-House

Northern Trust’s latest Asset Owner Peer Study finds cost, customization, and liquidity are driving this trend, signaling a ...

Asset Allocation Is Easy In Theory, Difficult In Practice

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9 ...

Multi-Asset Investors: Is It Time To Welcome Back Duration?

Core inflation in developed markets has normalized from multi-decade highs in 2022 back toward target levels. Read more here.

The Overlooked Side Of Wealth Management: Why Advisors Must Plan For Liabilities

Financial advisors frequently center wealth-building conversations on assets such as investments, property and retirement ...

Nvidia Stock Falls. ‘Big Short’ Investor Michael Burry Is Betting Against AI—Again

Burry’s Scion Asset Management bought put options with a notional value of $187 million on Nvidia stock, a regulatory filing for the quarter ending Sept. 30 shows.

How to Rebalance Your Portfolio in a Lofty Market

If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented US stocks.
The Daily Overview on MSN

The simple way to learn investing before it is too late

In today’s volatile financial landscape, understanding the basics of investing is crucial to safeguarding your financial future. Recent analyses, such as a Seeking Alpha warning to sell Nvidia and a ...