It’s been 12 years since the last value cycle ended – is it time for a shift?

The investment universe is filled with lingo, acronyms, and concepts that aren’t always easy to understand for those outside the industry.

2017 was a banner year for asset management but in 2018 assets dropped by $3 trillion. Does that mean trouble is ahead?

Many investors are reluctant to invest overseas. Over the past ten years, foreign stocks have underperformed in the U.S.

While the municipal markets saw slow and steady gains the credit markets saw ups and downs through the second quarter of 2019.

Morningstar has announced plans to change how they assign Morningstar Analyst Ratings and how they will enhance the Morningstar Sustainability Rating.

Morningstar released its report on ETF and mutual fund flows this morning.

Investors know they pay a fee to invest in funds – it comes out in the expense ratio. 

Thus far in 2019, the stock market had been performing fairly well-investors were almost giddy.

SunStar Strategic's 2019 Mutual Fund Conference, Thriving in an ever-changing industry, is designed for small- and medium-sized firms that have good funds they want to grow.

SunStar’s Conference, “Thriving in an Ever-Changing Industry,” will be held Monday and Tuesday, April 29 and 30, 2019 at the Dupont Circle Hotel in Washington D.C.

Just like in life, change in the mutual fund industry is constant.