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1 week ago | 
financebuzz.com | Georgina Tzanetos
The Baby Boomer generation, a cohort often hailed with both admiration and controversy, is one of the wealthiest generations of our time. This group has stirred the financial pot with their wealth secrets. In this deep dive, we unravel how boomers amassed this wealth, explore their clever money moves, and consider how younger generations might navigate their own paths to prosperity.
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2 weeks ago | 
institutionalinvestor.com | Georgina Tzanetos
As we frequently bring together the world’s most influential financial decision makers, we often gain insights into some of the strategic considerations shaping the investment world. These insights, largely taken from our proprietary member events, encompass wide swaths of the industry, from asset allocations to the human resources decisions that shape modern business.
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1 month ago | 
institutionalinvestor.com | James Comtois |Stephen Taub |Georgina Tzanetos
Calls for pensions to divest from Tesla are increasing as the stock declines and CEO Elon Musk becomes more involved in global politics. So far, the $20 billion Danish pension fund, AkademikerPension, has announced plans to sell off its small stake in Tesla and blacklisting the company.
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1 month ago | 
institutionalinvestor.com | Stephen Taub |Georgina Tzanetos
Most commodity trading advisors and managed-futures funds had a rough time in February. Many of the large or high-profile funds that mostly deploy trend-following strategies lost money, although some remain in the black for the year. But as stock market volatility stays high and stocks seem headed toward a bear market, the big question is whether the trend-following computer-driven funds will once again thrive as an alternative asset class. CTAs,
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1 month ago | 
institutionalinvestor.com | Michelle Celarier |Stephen Taub |Georgina Tzanetos
Women have long been woefully underrepresented in the venture capital world —and it could get a lot worse in an environment where the legal status of diversity initiatives remains uncertain. Statistics show that venture capital firms founded by women have higher annualized returns than those whose founders are all men. But women’s share of deal value keeps falling, nonetheless.
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1 month ago | 
institutionalinvestor.com | John Crabb |Stephen Taub |Georgina Tzanetos
“You’d have nothing left to write about if everyone did this,” someone leaned over and whispered to me during the U.S. premier of Dimensional Fund Advisor’s new documentary “Tune Out The Noise” earlier this month at the Roxy Hotel in New York. And there is an element of truth to it. Established financial economic theory finds that stock markets are efficient, constantly adjusting to new information.
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1 month ago | 
businessandamerica.com | Georgina Tzanetos
When you buy a home, you may have the option of buying it in a trust. Legally, that means the trust, rather than you, owns the home. However, you can be the trustee of the property and have significant control over it and what happens to it after you die. Buying a home in a trust can have tax and other advantages, but it’s more complicated than buying one conventionally.
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1 month ago | 
azfamily.com | Georgina Tzanetos
Key takeaways Spread your investments across different asset classes, like stocks, bonds, real estate and ETFs to reduce risk and cushion against market downturns. Having three to six months’ worth of expenses in a high-yield savings or money market account can prevent you from selling investments at a loss during tough times. Waiting to claim Social Security until age 70 increases monthly payouts, providing more financial security in retirement.
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1 month ago | 
wcax.com | Georgina Tzanetos
Stock market volatility can pop up at any time, potentially causing portfolio losses when you least expect it. Stubbornly high inflation and the impact of newly imposed tariffs could lead to an economic slowdown at some point. Defensive ETFs can help limit risk in your portfolio so you don't lose as much in the event of a market sell-off. Here are some of the best defensive ETFs to consider for your portfolio.
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1 month ago | 
institutionalinvestor.com | John Crabb |Georgina Tzanetos |James Comtois
It seems that some parts of corporate America may finally have had enough of the drama that the administration is causing in the markets. Last week tariffs were imposed on Mexico and Canada, then amended, then delayed. On Friday the president threatened Canada, the country’s closest ally, with a two hundred and fifty per cent tax on dairy, moments after saying the levees would not apply to anything already covered by USMCA. The markets reacted accordingly, losing ground across the board.
