Your resources More

Individual investors

Monitor your portfolios and learn more about investing fundamentals.

Individual investor resources

Financial advisors

Explore new funds and see what’s moving markets.

Financial advisor resources

Consultants and analysts

Model custom portfolios and explore fund data.

Consultant and analyst resources

RIAs/bank trusts

Build your business and help keep clients informed.

RIA/bank trust resources

Retirement specialists

Discover the latest trends in retirement planning and products.

Retirement specialist resources

What do ETF investors really get with equal-weight investing strategies?

Equal-weight investing strategies for investing in stocks are often promoted as “smart beta” and a way to diversify, but is that really the case?

Read more

Are certificates of deposit (CDs) the best place to park cash?

At first glance, CDs may look attractive to savers. Yet as the Fed cuts interest rates, yields are falling further. Other options—including short-term bond funds—may offer a more attractive way to put cash to work.

Read more

Behavioral alpha: does more data equal better investment decisions?

Investors have access to unprecedented levels of information, but does all of this data actually improve our ability to make good investment decisions?

Read more

FINRA's BrokerCheck allows users to check the background of investment professionals or this firm.