Why stocks still look cheaper than bonds
Recent U.S. equity market weakness and volatility likely has some investors wondering if they should cut their exposure to stocks in favor of fixed income/bonds. But by at least one metric, such a move could be premature. Stocks remain inexpensive relative to bonds, and while the premium they offer has been steadily dropping for years, […]
Portfolio Manager Spotlight: Tributary Capital Management
Omaha, Nebraska is famous for being the home of one of the world’s most renowned investors, Warren Buffett. Indeed, the Oracle of Omaha, as he’s known, put the city on the map in the 1980s, causing bigger and more popular financial hubs like New York City and Chicago to sit up and take notice. These […]
Naming someone other than your spouse as the beneficiary for your IRA
Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your IRA or plan after you die, so consider your loved ones’ future needs. However, choosing the right beneficiary is […]
Investors really should care about immigration. Do you?
Why for-profit immigration detention facilities need to be excluded from socially responsible portfolios If you’re anything like me, you’ve watched with heartbreak the countless images flooding the news these days of asylum seekers in cages and children separated from their parents. You may have also wondered what you can do, short of heading to the […]
Azzad Client Portal Tutorial
A quick tutorial of the Azzad Client Portal – your one stop for performance, reports, and more.
Active management shines in a time of indexing
Passive management, or buying stocks that track an index, has caught on over the last several years. But changes in the economy and markets have made it easier for active managers to now show their worth, too. Active managers, those who pick stocks with the intent to beat an index and not just match its […]
American Muslim investors to donate $5.6 million to charity in Ramadan
Falls Church, Virginia, June 6, 2018 – Azzad Asset Management, a socially responsible, faith-based registered investment advisor, announced today that its Muslim clients are expected to donate approximately $5.6 million to charity during the holy month of Ramadan. The figure is the highest since Azzad began providing this calculation in 2005. In a statement, Azzad said: […]
SEC initiatives that could affect financial advisors
On April 12, 2018, our chief compliance officer (CCO), Ms. Manal Fouz, attended the Compliance Outreach Program in Washington, D.C., sponsored by the U.S. Securities and Exchange Commission (SEC). The conference is designed to promote better communication between securities regulators and compliance officers. A limited number of CCOs from registered investment advisory firms nationwide are […]
Azzad zakah workshop 2018
Questions answered include: On what kinds of assets should I pay zakah? Do I owe zakah on my 401(k) and IRAs? Should I calculate zakah the same way for real estate and rental properties? Can I deduct my mortgage and other debt before I pay zakah? Learn how to calculate zakah on modern assets following […]
Chevron shareholders vote on cutting business ties with genocide-complicit governments
Chevron shareholders voted today on a resolution to evaluate a policy of cutting business ties with governments engaged in genocide or crimes against humanity. Filed by seven socially responsible investing organizations, the proposal cites specifically the nation of Myanmar, whose military stands accused of committing atrocities against the Rohingya ethnic minority. Chevron is the largest […]