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Keyword: returns

19 results found
St John's Harbour in Newfoundland Canada from Signal Hill

Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed

client meeting

Position yourself to effectively address clients’ evolving needs and expectations

  • By: David Reeve
  • January 23, 2023 January 23, 2023
  • 15:00
checking stock market data on a mobile device

Despite the downward trend, European regulators stressed that costs remain an important consideration

A see through piggy bank with money coins

The median solvency ratio decreased slightly after eight straight quarterly improvements

  • By: IE Staff
  • August 16, 2022 August 16, 2022
  • 15:27
stock market down

Private equity, infrastructure, real estate helped contribute to returns

businessman hand working computer and business strategy concept

Private assets, systemic leverage added to performance

  • By: IE Staff
  • April 25, 2022 April 25, 2022
  • 14:56
plant with coins

Active equity and bond funds generally outperformed passive funds for the year

Two business men shouting through megaphones

According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500

hero

Asset-allocation ETFs aren't flashy or headline-grabbing, but they deliver consistent performance

Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

A Morningstar study suggests how investors can improve their outcomes

  • By: IE Staff
  • September 1, 2021 September 8, 2021
  • 16:29