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Articles tagged "Sue Thompson"


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Sue Thompson: The only free lunch in investing is diversification and that's the case here.

State Street ETF scored mightily in 2021 by getting Blackstone to sub-advise lending 'esoterica;' now State Street is launching new ETF and rewarding Blackstone with a longer leash to chase higher yields

The $881 billion Manhattan alts investor will delve into junk in addition to safer senior loans with new ETF. Nobody will complain about the 70 basis-point fee, if it again delivers higher returns and the inflation protection of floating interest rate loans.

February 24, 2022 at 2:26 AM

Walt Bettinger: Let’s cut through the noise that is out there. A participant spending a career in a program offering an index oriented line up of investments will retire with $115,000 more over a similar participant using actively managed funds.

Schwab's CEO engages in a Q&A about how his company's deep-discount, more-advice 401(k) plan will work

It's the fees and the index approach that's important, Bettinger says -- not that Schwab plans to offer the capacity to trade

February 16, 2011 at 5:39 AM

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