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WM Retirement Plan Advisor
 
Investment Update WealthManagement

June 16, 2017

U.S. Stocks Still Best for Vanguard Founder After 400% Gains

Selcuk Gokoluk

Jack Bogle's isn't joining the crowd overweighting European stocks.

FULL ARTICLE


Putting U.S. Equity Valuations in Context

Heather Kennedy Miner

Emerging markets may offer attractive possibilities as elevated U.S. valuations make modest equity returns harder to achieve.

FULL ARTICLE


Apple Issuing a Second Green Bond to Finance Clean Energy

Alex Webb

The $1 billion green bond will fund renewable energy generation. It follows $1.5 billion worth of bonds to run 100 percent of its operations on renewable energy.

FULL ARTICLE


Bond Market Doomsayers Sound Alarm as Margin of Safety Vanishes

Liz Capo McCormick

To bond bears, there are obvious signs investors are ignoring.

FULL ARTICLE


New U.S. Funds Would Mimic ADRs But Cut Currency Risk

Trevor Hunnicutt

Precidian Funds LLC is planning to offer U.S. investors blue-chip foreign stocks in a fund structure that could eliminate the risk of a falling foreign currency hurting the stock price.

FULL ARTICLE


Advisors Should Handle Cash like a Separately Managed Account

Michael Halloran

In light of the Department of Labor’s fiduciary rule, more advisors are thinking about the advice they provide, including cash held outside the brokerage account.

FULL ARTICLE


Vanguard Is King Because Mutual Funds Aren't Jeans

Nir Kaissar

It's not hard to see why Vanguard is so popular. But with that popularity (and success), comes detractors.

FULL ARTICLE


Insider Selling Skyrockets in May

David Santschi

As equity markets continue setting new highs, corporate insiders sold off $9.6 billion worth of stock in May, the highest level of insider selling in six years.

FULL ARTICLE



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