When the Going Gets Weird, the Wise Stay Focused Markets took a dizzying wobble this past week as lots of micro news assaulted a market which had become accustomed to a pretty consistent macro narrative of ‘TINA’ (there is no alternative) to stocks. Specifically, the NYSE set new all-time highs [...] READ MORE » |
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Are Equity Valuations Really that Pricey? Explore Growth with ‘QQQ’ Cyclical and value stocks are showing signs of life, but the growth factor shouldn’t be written off. Particularly not when equity valuations aren’t as frothy as many investors previously believed. Those are encouraging scenarios for the growth-heavy Invesco QQQ Trust (QQQ). QQQ tracks the widely followed Nasdaq-100 Index... READ MORE » |
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The TAN ETF Is Tantalizing Investors with Strong Holdings, Returns Amid expectations that political change will provide more fuel for the renewable energy boon, the Invesco Solar ETF (TAN) has stood out as one of the best-performing non-leveraged exchange traded funds over the past year. TAN, which started back in 2008, seeks to track the investment results of the MAC Global Solar Energy Index,... READ MORE » |
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What to Look for When Considering an ESG Investment As we look to the state of responsible investing, 2021 markets will require a vigorous due diligence process for ESG-interested investors. ESG investing is “a strategy and practice of incorporating environmental, social and governance (ESG) factors in investment decisions and active ownership asset stewardship,” Brie... READ MORE » |
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Biden Could Roll Back DOL Rule on ESG Funds in 401(k)s The Biden administration could be rolling back a controversial Department of Labor rule that curbed the investments of environmental, social, and governance funds in retirement plans. The new administration could be walking back the Trump administration’s push to keep ESG investments out of 401(k) retirement plans, but the... READ MORE » |
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Boring Bonds? A Refreshing Portfolio Plan for Fixed Income Reasons abound to reconsider the old guard 60/40 equity/fixed income portfolio split, not the least of which is a recent rise in Treasury yields. “Since August, Treasury yields have roughly doubled, albeit from an all-time low. During the same period stocks have risen more than 20%. And while a similar dynamic took place in late... READ MORE » |
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