John Waggoner

John Waggoner
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YOUR PRACTICE FINTECH NOV 09, 2017
Advisers still wary of bitcoin as interest grows

Debate rages over whether digital asset is a new currency or risky fad.

INVESTING MUTUAL FUNDS NOV 07, 2017
Millennials, women drive assets to ESG strategies

The number of ESG funds has increased sharply over the past few years, and interest is growing among advisers.

INVESTING MUTUAL FUNDS NOV 02, 2017
Brace clients for a big capital gains season

Market-driven gains and active-fund outflows mean high distributions.

INVESTING FIXED INCOME NOV 01, 2017
The history of bonds — at least since yields hit record lows last year

The funds that have fared the worst since the low in interest rates have been those with the longest duration.

NEWS REGULATION AND LEGISLATION OCT 30, 2017
History of presidential shocks to the stock market

Most political scares have had short-lived effects on stocks. Here's a look at the big ones.

INVESTING ALTERNATIVES OCT 27, 2017
Timber ETFs get bump from natural disasters

At a time when most commodities funds are sucking wind, lumber prices have soared

INVESTING MUTUAL FUNDS OCT 26, 2017
Advisers: Morningstar's star ratings not much use, but clients love them

Professionals say the WSJ article's point isn't exactly new, but that fund companies might be misleading investors by using the ratings in ads.

Advisers can harvest a surprising amount of tax losses for clients this year
INVESTING MUTUAL FUNDS OCT 25, 2017
Advisers can harvest a surprising amount of tax losses for clients this year

Despite the huge market run-up, there are still plenty of areas from which to harvest losses.

INVESTING MUTUAL FUNDS OCT 25, 2017
These fund categories are lagging in the bull run

Energy, real estate and small-cap value funds have struggled this year compared to other categories.

NEWS RIAS OCT 21, 2017
T. Rowe Price steps up its game to serve financial advisers

The Baltimore-based mutual fund giant is more aggressively targeting financial advisers with a beefed-up wholesale crew and placement on custodial platforms.