Benefits of Core-Satellite Investing
The core-satellite investing strategy involves splitting a portfolio into two parts.
David Dierking
David Dierking is a freelance writer focusing primarily on ETFs, mutual funds, dividend income strategies and retirement planning. He has spent more than 20 years in the financial services industry and his background includes experience in investment management, portfolio analytics and asset/liability management at both BMO Financial Group and Strong Capital Management. He has written for Seeking Alpha, Motley Fool, ETF Trends, ETF Daily News and Investopedia and was also included in the panel for ETFReference.com’s “101 ETF Investing Tips from the Experts”. He has a B.A. in Finance from Michigan State University and lives in Wisconsin with his wife and two daughters.
Recent Content By
Benefits of Core-Satellite Investing
The core-satellite investing strategy involves splitting a portfolio into two parts.
Understanding the Core-Satellite Approach to Portfolio Construction
Investors love to take home run swings, and it’s often the high flyers that get the most media attention.
Understanding the Core-Satellite Approach to Portfolio Construction
Investors love to take home run swings, and it’s often the high flyers that get the most media attention.
Evaluating the Top 5 Winners and Laggards of 2017
Let’s take a look back at some of the best and worst performers of 2017.
Evaluating the Top 5 Winners and Laggards of 2017
Let’s take a look back at some of the best and worst performers of 2017.
Evaluating the Top 5 Winners and Laggards of 2017
Let’s take a look back at some of the best and worst performers of 2017.
Evaluating the Top 5 Winners and Laggards of 2017
Let’s take a look back at some of the best and worst performers of 2017.
Role of Target-Date Funds Within Hybrid-Defined Contribution Plans
Target-date funds (TDFs) have become incredibly popular in defined contribution plans.
Role of Target-Date Funds Within Hybrid-Defined Contribution Plans
Target-date funds (TDFs) have become incredibly popular in defined contribution plans.
Introduction to "Clean Shares" in the Mutual Fund Space
The Department of Labor’s fiduciary rule has been great for investors looking to operate on a more level playing field.
Introduction to "Clean Shares" in the Mutual Fund Space
The Department of Labor’s fiduciary rule has been great for investors looking to operate on a more level playing field.
Evaluating the Most Important Criteria for Selecting an Appropriate Mutual Fund
Regardless of what your specific investment goals are, there are several easily identifiable characteristics that are the hallmarks of most good mutual funds.
Evaluating the Most Important Criteria for Selecting an Appropriate Mutual Fund
Regardless of what your specific investment goals are, there are several easily identifiable characteristics that are the hallmarks of most good mutual funds.
Impact of Investment Advice on Portfolio Returns
For many investors, the financial markets and managing a portfolio of investments are far from intuitive.
Impact of Investment Advice on Portfolio Returns
For many investors, the financial markets and managing a portfolio of investments are far from intuitive.
Implications of Using Alternative Assets in Target-Date Funds
In recent years, fund providers have expanded the types of products that go into TDFs in an effort to improve risk-adjusted returns.
Implications of Using Alternative Assets in Target-Date Funds
In recent years, fund providers have expanded the types of products that go into TDFs in an effort to improve risk-adjusted returns.
Implications of Liquidity Risks in Mutual Funds
If you think commission is the only price you pay for buying or selling stocks and other securities, then you might not have the complete picture.
Implications of Liquidity Risks in Mutual Funds
If you think commission is the only price you pay for buying or selling stocks and other securities, then you might not have the complete picture.
Implications of Investing in Behavioral Finance-Oriented Mutual Funds
When it comes to investing, people are often their own worst enemies.
Implications of Investing in Behavioral Finance-Oriented Mutual Funds
When it comes to investing, people are often their own worst enemies.
Are Active Fund Managers Worth It?
One of the biggest developments in the fund industry has been the massive migration of assets from actively managed funds to passively managed index funds.
Are Active Fund Managers Worth It?
One of the biggest developments in the fund industry has been the massive migration of assets from actively managed funds to passively managed index funds.
Implementing Smart Beta Strategies in Target-Date Funds
Investors are constantly on the lookout for higher risk-adjusted returns, and smart beta strategies may be the path to getting there
Implementing Smart Beta Strategies in Target-Date Funds
Investors are constantly on the lookout for higher risk-adjusted returns, and smart beta strategies may be the path to getting there
Real Estate Mutual Funds With High Dividend Yields
Adding real estate to a broader portfolio offers a way to add diversification, hedge against inflation risks and potentially earn high dividend yields.
Real Estate Mutual Funds With High Dividend Yields
Adding real estate to a broader portfolio offers a way to add diversification, hedge against inflation risks and potentially earn high dividend yields.
Currency Fluctuations and Their Impact on International Funds
When putting money into an international fund, investors need to be familiar with certain risks that they don’t typically encounter with U.S.-based funds.
Currency Fluctuations and Their Impact on International Funds
When putting money into an international fund, investors need to be familiar with certain risks that they don’t typically encounter with U.S.-based funds.
Sign up for Advisor Access
Receive email updates about best performers, news, CE accredited webcasts and more.
Popular Articles
1
Using Texting to Boost Productivity, Client Acquisition Strategies and Helping Your Clients Survive a Layoff
Kristan Wojnar, RCC™
|
We are examining three different but important topics this week, including texting, client...
2
News
Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
|
The broader markets reversed course and was down for the rolling month.
3
Active ETFs: The Tax-Efficient Alpha Boost for Your Portfolio
Aaron Levitt
|
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making...