ETFs

Technology

3 Stocks for the Long Haul

Why Brookfield Property Partners, IBM, and UPS are great stocks for investors with long-term perspectives.

Stocks

5 GOP senators now oppose health care bill as written

Nevada Republican Dean Heller became the fifth GOP senator to declare his opposition to the party's banner legislation to scuttle much of Barack Obama's health care overhaul on Friday, more than enough to sink the measure and deliver a stinging rebuke to President Donald Trump unless some of them can be brought aboard.

An Apple in the Green Bond Orchard

By SNW Asset Management via Iris.xyz Apple Inc. brought their second green bond offering to market this month, raising $1 billion from investors through the issuance of these 10 year notes. The proceeds of this bond issue are earmarked for various energy efficiency and renewable energy projects, sustainability initiatives, and other green undertakings. The company’s first…

Retirement

One Easy Way to Invest in the “Asian Century”

By Frank Holmes via Iris.xyz The 19th century belonged to the United Kingdom, the 20th century to the United States. Many market experts and analysts now speculate that the 21st century will be remembered as the “Asian Century,” dominated by rising superpowers such as Indonesia, India and China. It’s those last two countries, India and China—home…

Asset Allocation Top Picks

By John Bilton via Iris.xyz In terms of the breadth of global growth, the first half of 2017 is shaping up to be the best start to a year since 2011. A surge in economic momentum in Europe and Japan, and solid corporate earnings globally, amply offset some wobbles in the hard data and a below-expectations print…

Want to Attract HNW Millennials? An ESG Strategy May Be the Answer

By OppenheimerFunds via Iris.xyz There is an immense opportunity facing advisors today. Millennials are finally coming of age, and they are slowly but surely inheriting significant wealth from their baby boomer parents. Money is in motion. The greatest wealth transfer in history is underway, with $59 Trillion expected to be passed down to baby boomers’ heirs, charities,…

5 Top Funds for Your 401(k)

It's difficult to recommend specific 401(k) funds, but here's a guide to help you pick the best funds available to you.

The Applicability of the DOL Rule to a Fee Only RIA

By Brian Young via Iris.xyz Unless you have been living under a rock, you are already aware that June 9, 2017 marked the official compliance effective date of the DOL Rule. Although advisors have until January 1, 2018 to be in full compliance of the new rule, it is recommended that you get started today. I…