Positive and Negative Investing Trends
Investing is changing rapidly.
The demographic of those who invest has changed.
The products they are investing in have changed.
The channels of distribution have changed.
Unfortunately, not all these trends are positive.
Here are some major positive and negative trends.
.png)
1 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf
2 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf
3 https://www.pwc.com/gx/en/industries/financial-services/publications/etf-2026-the-next-big-leap.html
4 https://finance.yahoo.com/news/index-fund-assets-exceed-active-fund-assets-120639243.html
6 https://www.spglobal.com/spdji/en/documents/spiva/spiva-us-mid-year-2022.pdf
7 https://www.nasdaq.com/articles/alts-for-all%3A-the-growth-of-alternative-investments-explained
9 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html
10 https://www.evidenceinvestor.com/alternative-investments-have-been-useless-since-2007/
11 https://www.bankrate.com/investing/investing-trends-right-now/
12 https://www.finra.org/investors/insights/concentration-risk
14 https://www.finra.org/investors/insights/concentration-risk
15 https://explodingtopics.com/blog/investment-trends
16 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html
17 https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12841
18 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3725828
19 https://explodingtopics.com/blog/investment-trends
22 https://work.chron.com/average-return-day-trader-can-expect-29933.html
At Daner Wealth, we limit our investing recommendations to low-cost index funds and exchange traded funds. We focus on asset allocation, global diversification and reducing or eliminating taxes. Our recommendations are based on sound academic principles.
Unlock the Power of Factor Investing: A Guide for Investors
A discussion of the pros and cons of factor-based investing.
Trending
This article dives into the common financial misconceptions held by teenagers and provides insights into the realities of credit management, investment strategies, and the importance of long-term financial planning.
Learn about financial planning, why you need one, and how Americans are doing, as illustrated in financial planning statistics.
Retirement is often associated with financial security, but this article delves into the less-discussed challenges that retirees may face. Loneliness, low self-esteem, and "grey divorce" can significantly impact mental and emotional well-being in retirement. The article provides valuable tips for coping with these issues and highlights the role of a compassionate financial advisor in holistic retirement planning.
Starts here
