Author: David Siegel

Is a Target-Date Fund the Best Choice?

Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve? What’s a Target-Date Fund? The normal retirement playbook says that, as you get older, the ratio of stocks to…
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The Evolution of Impact Investing: CAIS 2018 Summit

At the 2018 Cayman Alternative Investment Summit Giles Gunesekera, founder and CEO of Global Impact Initiative (GII), spoke on the “Philanthropy & Impact: A New Model for A New Age” panel. We sat down with him during the event to learn more about the…
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Amazon in Talks to Create Checking Account-Type Product: WSJ

Amazon.com Inc. (AMZN) is reportedly holding preliminary talks with JPMorgan Chase (JPM) about creating a product similar to a checking account for its legions of customers.   Citing people familiar with the matter, the The Wall Street Journal reported the talks aren’t limited to JPMorgan,…
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Square Stock Could Sell Off Into April

Former momentum darling and blockchain play Square, Inc. (SQ ) has recovered from a 15-point slide that ended 2017 on a sour note, but the stock is unlikely to enter a new uptrend until the second or third quarter at the earliest. Instead, traders…
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Single Stocks in Your Portfolio: Pros and Con

What is the best option when you want to invest in the stock market? Is it worth the time and risk to have single stocks in your portfolio or should you instead select mutual funds or ETFs, which allow exposure to sectors you like without the risk…
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10 Traits of a Successful Options Trader

Options are one of the most versatile instruments in the financial markets. Their flexibility allows you to leverage your position to boost returns, manage risk by using them for hedging, or to make profit from upside, downside and sideways movement in…
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Profits or Purpose: A Firm Tries to Deliver Both

When it comes to impact investing, the question most asked by investors is likely to be: “Do I have to sacrifice performance to invest with a conscience?” With the idea of socially responsible investing (SRI) gaining momentum and more investments dedicated to this theme…
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Why Chip Stocks Will Keep Rising

(Note: The author of this fundamental analysis is a financial writer and portfolio manager. He and his clients own shares of SWKS.) Chipmaker stocks could rise further based on the latest North American billings data for January, which jumped by 27.2 percent…
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Top 5 Gold ETFs for 2018

Gold continues to offer good returns, and investors who are interested in owning the precious metal may consider buying shares in a gold exchange-traded fund (ETF). These funds are managed by gold experts, so you stand a better chance of making money than you would…
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Lower Fees Making a Difference For These SSgA ETFs

Several months ago, State Street Corporation’s (STT) State Street Global Advisors (SSgA), the third largest U.S. issuer of exchange-traded funds (ETFs), made its presence felt in the ongoing ETF fee battle in significant fashion. The SPDR Portfolio ETFs, which SSgA debuted in…
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