Benefits of Core-Satellite Investing
The core-satellite investing strategy involves splitting a portfolio into two parts.
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.
The core-satellite investing strategy involves splitting a portfolio into two parts.
The core-satellite investing strategy involves splitting a portfolio into two parts.
Investors love to take home run swings, and it’s often the high flyers that get the most media attention.
Investors love to take home run swings, and it’s often the high flyers that get the most media attention.
Let’s take a look back at some of the best and worst performers of 2017.
Let’s take a look back at some of the best and worst performers of 2017.
Let’s take a look back at some of the best and worst performers of 2017.
Let’s take a look back at some of the best and worst performers of 2017.
Target-date funds (TDFs) have become incredibly popular in defined contribution plans.
Target-date funds (TDFs) have become incredibly popular in defined contribution plans.
The Department of Labor’s fiduciary rule has been great for investors looking to operate on a more level playing field.
The Department of Labor’s fiduciary rule has been great for investors looking to operate on a more level playing field.
Regardless of what your specific investment goals are, there are several easily identifiable characteristics that are the hallmarks of most good mutual funds.
Regardless of what your specific investment goals are, there are several easily identifiable characteristics that are the hallmarks of most good mutual funds.
For many investors, the financial markets and managing a portfolio of investments are far from intuitive.
For many investors, the financial markets and managing a portfolio of investments are far from intuitive.
In recent years, fund providers have expanded the types of products that go into TDFs in an effort to improve risk-adjusted returns.
In recent years, fund providers have expanded the types of products that go into TDFs in an effort to improve risk-adjusted returns.
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.
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.
When it comes to investing, people are often their own worst enemies.
When it comes to investing, people are often their own worst enemies.
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.
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.
Investors are constantly on the lookout for higher risk-adjusted returns, and smart beta strategies may be the path to getting there
Investors are constantly on the lookout for higher risk-adjusted returns, and smart beta strategies may be the path to getting there
Adding real estate to a broader portfolio offers a way to add diversification, hedge against inflation risks and potentially earn 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.
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.
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.
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