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John Waggoner

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  • January 23, 2017

Seven things to tell you clients — and seven things not to

Seven things to say – and not to say – to your clients If you want to…

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December stock flows highest since April 2000

And passive once again clobbers active.

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No-fee trading platforms can save money in other ways

Bid/ask spreads fall as volume rises.

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Morningstar announces top fund managers

Oakmark's David Herro takes his third award in the international stock fund category

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American Funds gets SEC approval for clean shares

The Securities and Exchange Commission gave the green light Wednesday to the Capital Group to issue “clean shares”…

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Will Trump’s tweets continue to move markets – and is that a good thing?

Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect

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Smart-beta strategies hot with stocks, not with bonds

Liquidity and indexing issues figure into the small number of fixed-income funds in this space.

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Here’s why your clients probably didn’t beat the S&P 500 in 2016

Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?

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Vanguard’s market share keeps growing

Only Vanguard and Dimensional Fund Advisors saw net inflows in November.