In a recent article on Bloomberg.com, Ye Xie discusses one winner in the Brexit rout. Over the past few days, managed futures funds were one of the few investment classes to boast positive returns. One fund, AQR Managed Futures Strategy Fund, rallied 6.3% in the...
When you return from the long Labor Day holiday, your securities transactions in equities, corporate or municipal bonds, unit investment trusts, and any securities comprised of these security types will be subject to a "trade date plus 2 days" ( "T+2") shortened settlement, from the current"T+3". Thus, any trades...
While not without some volatility and market challenges such as the early year swoon and the "Brexit" scare, 2016 is ending on a high note for investors. Most major US indexes, as well as the Endowment Index™ are closing near all-time, or multi-year highs. The...
Interesting facts on America's generational dynamics from recent WSJ blog: Generational Definitions: Greatest Generation (born before 1928) Silent Generation (born between 1928-1945) Baby Boomers (born between 1946-1964) Generation X (born between (1965-1980) Millennials (born between 1981-1997) Generation Z ( those born after 1997) A few interesting facts on how our population is evolving: Millennials now outnumber...