Michael Jantzi, Founder of Sustainalytics, spoke at the Morningstar Virtual Conference and shared his insights on the current market and impact on sustainable investing. He believes we’re at an inflection point and change is ahead.

At the 2020 Morningstar Conference, Larry Fink, Chairman of BlackRock, Inc., talked with Morningstar’s Hayward Kelly.

Hennessy Advisors, long-time SunStar Strategic client, typically holds a mid-year, in-person CIO Roundtable in Washington, D.C.

Morningstar’s bond panel, The Search for Yield in an Ultra-Low Interest-Rate World, featured Vanguard’s Anne Mathias and BlackRock’s Rick Rieder. The discussion was moderated by Morningstar’s Sarah Bush.

At the 2020 Morningstar Conference, Michael Mauboussin spoke about the best of his most impactful and recent research. He questioned the value of active management and suggested a new way to measure manager skill. 

We don’t usually brag, but, according to the Web Marketing Association, SunStar leads the industry in the mutual fund web development category. SunStar Strategic won the 2020 Award for Best Mutual Fund Website for its work on the Mairs & Power site.

Folklore? Coincidence? Dating back to 1950, the Dow Jones, S&P, and Nasdaq have seen poor performance in September.

2020 has brought one change after another and financial advisors found themselves instantly in crisis mode.

To some it is bittersweet signifying the end of summer. While others see it as a sign fall is approaching.

Sparrow Capital Management adds $5 million in new fund assets after only 4 months with SunStar Strategic. 

Zoom, the video conferencing platform that millions of Americans rely on every day, crashed yesterday as millions of students returned to school via e-learning.

We couldn't let the birthday of SunStar CFO and Director of Operations, Bob Brummond, go by unnoticed!