Sustainable Investing: 10 reasons gender diversity can make you money (and you don’t need to be a feminist to profit)

One of the fundamental components of Responsible Investing, particular those strategies with a focus on environmental, social and governance (ESG) factors, is diversity. While some may continue to struggle with diversity from a wholly moral perspective, one need not feel an ethical obligation toward diversity to see economic benefits from a financial perspective. One doesn’t […]

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Deep Dive: Here’s how to easily reduce your investment risk just at the right time

Investors are often told to diversify and choose low-cost index funds or exchange traded funds (ETFs). Still, the S&P 500 Index is weighted by market capitalization and a volatile October emphasized how much risk was concentrated at the top. So what’s an investor to do? Mike Lowengart, E-Trade’s vice president for investment strategy, outlined ways […]

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Sustainable Investing: Millennials have more money than you think — so expect ESG funds in your 401(k)

There are two certainties when discussing responsible investments. The first is that millennials will be invariably be listed as a primary driver of interest. The second is that someone will inevitably quip that it doesn’t matter what millennials may want to invest in since they all live in their parents’ basement anyway. Even before the […]

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Key Words: Blackrock, Fidelity employees and others sue over high fees on their own 401(k)s

Sharp-eyed investors are always on the alert for pricey fees on mutual funds. In some cases, those investors work at the fund companies themselves. ‘If fund companies open up their plans to competing products, that creates a business problem. But shame on them if they’re providing high-cost versions of their [own] funds in plans for […]

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ETF Investing: Market carnage has investors fleeing from bonds, but not stocks

The U.S. stock market is on track to post its worst weekly performance in about seven months, but the sharp losses on Wall Street hasn’t resulted in an investor exodus from stocks. According to FactSet, equity-based exchange-traded funds have seen positive flows over the past week, a period that coincides with some of the worst […]

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Sustainable Investing: As Vanguard launches a sustainable-investing ETF, its low fees are only one of the factors to consider

Can you afford to be a responsible investor? That’s the question that has plagued pensions and individual investors alike as they consider financial products dedicated to environmental, social and governance criteria. In two recent polls, a majority of institutions and high-net-worth investors concluded fees were too high to justify an allocation. Conventional wisdom has been […]

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Howard Gold's No-Nonsense Investing: Long-term investors can beat the S&P 500 by favoring equal-weighted ETFs

On Monday, S&P Dow Jones Indices and MSCI reshuffled their sector lineup. They replaced the stodgy, underperforming telecom services sector with a new, expanded communications services sector that now includes stocks that were previously in the information technology and consumer discretionary sectors, such as Alphabet GOOG, +0.96% GOOGL, +1.21% Facebook FB, -0.30% Netflix NFLX, -0.05% […]

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ETF Investing: Cannabis-related ETF draws steady inflows as sector sees huge swings

One of the few exchange-traded funds to track the cannabis industry has seen steady inflows over the past month, a beneficiary of the surging interest that has surrounded the space as companies see huge gains, along with heavy downside volatility. According to FactSet, money has consistently poured into the ETFMG Alternative Harvest ETF MJ, -5.81% […]

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FA Center: Saving a few pennies on index funds could cost you many dollars

Fees and expenses are no longer one of the most important factors to consider when choosing an index fund. I thought I would never say that. But I also never thought that any index fund would reduce its expense ratio to zero. Yet that is exactly what Fidelity recently did with two index fund offerings […]

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