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.
Additional Reading
Income too high for a Roth IRA? The backdoor strategy offers a legal workaround that can provide tax-free growth and retirement flexibility.
Your professional impact is growing, but is your personal financial structure keeping up? Strategic planning helps executives close that gap.
Many surviving spouses face a financial crisis they never saw coming. Proactive spousal financial planning can prevent the widowhood penalty.
