OCTOBER 2024 MACRO STORY. Changes in AUM are triggered by flows and market value change. It is interesting to understand how ...

The 2025 Social Security Cost of living adjustment is only 2.,5% High-yield dividend stocks that are safe make sense now ...

the hands-off approach means fund managers charge lower fees given the less work required vs. active management. The passive ...

The Heartland Small Cap Value Strategy appreciated 11.52% for the quarter, versus 10.15% for the Russell 2000® Value Index, ...

For investment holding company moats, we assess whether the investments are being run by the management team as an operating entity, or if the investment is passive ... companies versus minority ...

If climate portfolios are positioned in the same giant US stocks held in broad equity allocations, investors may unwittingly ...

That means using coping skills like breathing, mindfulness and meditation to remain in the present so that we’re responsive ...

Over the past two weeks there have been articles and letters in the Recorder, and much discussion on social media about ...

That dividend yield is high, but it still comes with some strong reasons to consider the stock outside of a high yield.

Asset allocation refers to how you divide up your money among different assets, such as stocks, bonds and cash. Most investors follow a long-term approach called strategic asset allocation, which ...

Greg Eckel, portfolio manager of Canadian General Investments shares his thoughts on Nvidia, Tesla, gold and bitcoin.