The CEO and portfolio manager of O Shaughnessy Asset Management and author of
Millennial Money: How Young Investors Can Build a Fortune, Patrick O Shaughnessy outlined multiple options for portfolio customization and discussed their potential benefits on Morningstar s
Highly customized investment portfolios are becoming more appealing to a broader audience. Examining this development, O Shaughnessy unpacked some of the advantages of tailoring portfolios through environmental, social, and governance integration, custom indexing, and factor investing. He also shared his thoughts on the growing trends of mass customization and technology-driven investing.
Here are a few excerpts on ESG investing from O Shaughnessy s conversation with Morningstar s Christine Benz and Jeff Ptak:
Retirement Income Journal and author of
Annuities for Dummies and two other nonfiction books, Kerry Pechter unpacked annuities and addressed how they fit into the retirement income puzzle on Morningstar s
Generating income in retirement can be a knotty topic; Pechter tackled common annuity misconceptions and broke down some of the most popular products, outlining a few situations in which purchasing an annuity could be beneficial.
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JUST PLAIN TALK: Take investing advice from Guy Clark
Buz Livingston Only two things that money can t buy, that s true love and homegrown tomatoes.
Country music DJs played just a handful of Guy Clark singles, at least the ones he released, but Homegrown Tomatoes was one they spun. Occasionally store-bought produce beats stuff from the garden, but never tomatoes. The two things money can t buy should be incorporated into the Certified Financial Planner exam. Do it yourself (DIY) gardening has benefits beyond the harvest; it s the only yard work I enjoy.
Doing things yourself can save money, but occasionally, a DIY novice can turn a home improvement project into a disaster. Likewise, some DIY investors recently said, Hold My Beer. A California accountant shared a story about a client who sent him a 1099B 500 pages long. The client frantically traded on Robinhood and didn t realize his activity generated a massive tax document. In addition to an unexpected tax liability,
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Editor’s note:Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.
Narrator: The coronavirus pandemic has rattled the financial foundation of many households. While there have been signs of life in the economy, the U.S. unemployment rate remains stubbornly high, and GDP growth has declined around the world.
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