As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
The “Money Talks” experts delve deeper into a conversation on why the market has had a rough May, including the trade tensions with China and the yield curve inversion.
In this episode of Casual Finance Friday, Research Analyst Jacob Keen discusses why we’re seeing China in all of our financial headlines—from tariffs to devaluing their currency—China could affect the global growth story.
Research Analyst Nick Antonucci, CVA, CEPA, discusses downside protection and what investors may want to consider if they seek to reduce the magnitude of a significant market decline in this episode of Casual Finance Friday.
From expansion to exhaustion to contraction to recovery—market and economic cycles have distinct phases. In this edition of Casual Finance Friday, Research Analyst Jacob Keen discusses market and economic cycles and the inherent physics of mean reversion.
In this episode of Casual Finance Friday, Henssler Research Analyst Jacob Keen provides his analysis on the growing weed business and the mania surrounding it. Marijuana is still illegal in the United States at the federal level, so you may not want to just blindly throwing your money into this market.
In this episode of Casual Finance Friday, Research Analyst Nick Antonucci, CVA, CEPA, explains thematic investing with a focus on environmental, social, and governance. Watch and find out if ESG investing actually adds value!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Associate Peter Lynch to cover a common concern among investors regarding expected market return considering where we are in the economic cycle and the market valuations.
What are you entitled to as a shareholder of a stock? We find out in this installment of Casual Finance Friday! Research Analyst Jacob Keen explains how to determine the value of a stock using price to earnings ratios, discounted cash flows, and dividing the PE by the company’s growth rate.