WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 19, 2018

INSIDE ETFS

Vanilla Index Funds Won’t Be Enough

The past four decades have provided relatively good support for equity returns, which helped fuel the rise of low-cost, straightforward index funds. But there has been a fundamental shift in the markets, and the future won’t be nearly as kind to plain vanilla investors, argues Hartford Funds’ Ted Lucas.

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CLIENT RELATIONS

How to Cope With the Loss of a Valued Client

The depth of your grief is dependent on the attachments you had.

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EQUITIES

Why Is Volatility So Low? Some See Crowded Trades, Minsky Moment

We checked in with seven experts, including a Nobel laureate. They cited ‘Minsky moments,’ chaos and crowded trades.

FULL ARTICLE

Bloomberg