Articles

Tom Pappenfus explains in a Q&A why investors need to understand capital gains and their possible tax consequences.

A new report from the Forum for Sustainable and Responsible Investment shows socially conscious investment assets have grown 76% to more than $6.5 trillion since 2012. Such expansion has helped broaden options and lower costs for investors, making it easier to do well while doing good, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

A style box can help analyze how equities are balanced, as Kyle Tetting shows in a MONEY TALK VIDEO. […]

By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]

Economic trends and other events can change relationships between investments, Kyle Tetting says in a Money Talk Video.

The mix of stocks and bonds can make a significant difference in an investor’s risk-adjusted returns. That’s why it’s wise to focus on asset allocation, as Steve Giles shows in a MONEY TALK VIDEO. […]