Q3 Market Wrap: Markets Failed Their Stress Test

RELATED CONTENT

The Dreaded ‘September Effect’ Is Upon Us

History shows that September is the most disappointing month of the year in terms of market performance. So will September follow in August’s footsteps of negative returns? It all depends on investors.

How to Pick Active Money Managers

September Chart Talk: Passive investing is winning, but only because unskilled money managers skew the results. Modern portfolio tools can help you separate the skilled managers from the rest.

Calculating the ‘Prudence Score’ for Target Date Funds

In evaluating a target date fund, returns are good, but safety should be the primary concern as the retirement date approaches. Unfortunately, too many funds manage for performance rather than prudence. So it’s time to take a look at your fund’s “Prudence Score.”

Mid-Year Review: Stocks Are the Only Positive Asset Class in 2015

Equities were the only asset class above water during the first six months of 2015. Foreign stocks beat U.S., with most domestic performance coming from just two sectors. Review the following heat maps and return charts to determine your outlook for yearend.