This post will be directed towards those newer in investing, with an explanation of drawdowns–in my opinion, a simple and highly important risk statistic. Plenty of people around the world invest in it, and for a risk to reward payoff that is very bad, in my opinion.Calmar ratio invest investment lose maximum money performance reward stock stock market
I remember reading an article at the start of 2013 that concluded, “This market reeks of euphoria.” The S&P 500 is up around 90% since then. In the financial markets, this makes it harder than ever to gauge investor sentiment.crash difficult gauge index indicator investors market sentiment tail volatility
How much does it actually cost to own an ETF? This metric includes all internal costs of the fund, such as items we sometimes see itemized in a prospectus, like the management fee, which is how much an issuer charges for its fund management services.asset calculation etf expense expense ratio fee fund management metric ownership
ETF newcomer Advisors Asset Management has put two dividend-focused funds into registration that target the U.S. and the emerging market space.
The AAM S&P 500 Sector High Dividend ETF will track an index derived from the S&P 500 that looks to maintain the parent index’s sector diversification while targeting stocks with high dividend yields and steady dividend payments.dividend emerging etf fund index market methodology stocks top yield
Medical scientists have identified a disorder, known as Traumatic 1042 Election Distress, that can afflict business owners who pursue Section 1042 sales of their company stock to an ESOP. The disorder is curable if diagnosed early.alpha bonds business owner disorder distress election money patient rollover Traumatic
Only a few actions matter, and they require the CEO’s attention.
That said, statistically speaking, four sets of interventions appear to matter most: contextualizing the program based on the organization’s position and strategy, ensuring sufficient reach across the organization, designing the program for the transfer of learning, and using system reinforcement to lock in change (Exhibit 2).ceo development programs interventions leader leadership development learning organization organizational successful system
Where the hell did these people learn to invest or trade?” There is no doubt that the bull market in the S&P 500 could stop at any time, but how could you possibly look at it now and say it’s imminent?
I get rooting for a bear market – lots of people run strategies where their ability to earn a living depends on bear markets.advance bear bull Hell invest learn market possibly stop trade
We had to edit last week’s interview with Vanguard’s Tim Buckley (I went on too long). There could be no better training ground than spending my entire 26-year career at Vanguard and the last 16 years on the senior leadership team.ceo client growth investment investors lower market return Vanguard year
My two millennial children aren't into paper documents. Hard-copy documents will help you prove your identity and justify well-deserved benefits if your identity is stolen or key electronic keys are irreparably compromised.benefits card copies documents identity key location security social statements
When it comes to your financial stability, planning ahead is essential. A home-equity line of credit can give you an added level of financial security for the future and is best considered while you're in a healthy financial position.credit debt financial HELOC home home equity interest loan re typically
Several weeks ago my conversation with Leigh Drogen on quant investing proved timely and popular–because everyone in asset management is facing the rise of big data, and the use of data science in investing strategies.
This second conversation with Leigh was set up to answer many of the questions posed in the first one.asset compete conversation data Drogen investing Leigh managers quant rise