Business is changing; responsible investors are part of the reason
Last month the Business Roundtable, which represents some of the largest companies in the United States, released a new statement of corporate purpose. The old one, which came out in 1997 and put shareholders above all other corporate stakeholders, was the product of a new outmoded way of thinking about the world, a notion that […]
Azzad’s updated proxy voting guidelines
Azzad engages in shareholder advocacy on behalf of our clients including proxy voting and filing resolutions and sending investor letters. Corporations have a role to play in some of the most significant challenges in the United States – from income inequality to climate change. In pursuing a fiduciary responsibility to shareholders, they can become detached […]
Steps to take in a jittery market
It’s difficult (if not impossible) to say what stocks will do in the near term. And well-meaning investors who are trying to do the right thing by not being too hands-on with their portfolios (see this market timing article) can end up, inadvertently, with an investment mix that’s too risky, simply because they’ve been letting […]
Lessons from yield curve history
Stocks were under pressure for much of August as U.S.-China trade tensions escalated, with Washington and Beijing announcing escalating rounds of tariff increases. Worries over the economic outlook rose, highlighted by a Treasury rally that sank yields and resulted in an inversion of the main measure of the U.S. yield curve, with the 10-year yield […]
Market timing can cost you money
Over the past year and for periods of five, 10, 20 and 30 years, the average mutual fund investor has underperformed the markets for both stocks and bonds, according to research firm Dalbar. The Dalbar data leads to the inescapable conclusion that most investors are really terrible at investing. They panic and sell at the […]
Financial planning in a nutshell
You may have noticed in last month’s newsletter that Azzad was named in Financial Advisor magazine’s 2019 RIA Ranking. It’s a premier industry ranking of investment advisors based on assets under management. Azzad moved up the list from last year, which is great news. More important than that, however, are the relationships that our advisors […]
Informa Investment Solutions Names Four Azzad Portfolios to ‘Top Guns’ Status
Strategies excel across multiple categories and reporting periods in the PSN manager database Falls Church, Va., 8/19/19 – Azzad Asset Management today announced that four of its investment portfolios have been recognized as “Top Guns” for time periods ending June 30, 2019. The firm’s large cap growth, small cap growth, small cap value, and international […]
Staring down the yield curve
For the time being, uncertainty will probably hang around like a dark cloud over markets. But that doesn’t mean you should head for the hills. The global economy has started to stagger. Earlier this week, the U.S. stock market tumbled after a historically reliable predictor of recessions flashed a warning signal. Some of the world’s […]
How the new tax law affects individuals and small business owners for 2019
Learn how the the Tax Cuts and Jobs Act will affect individuals and small business owners in 2019, with a special emphasis on retirement planning.
Getting ready for the next recession
It’s only natural to talk about what might be ahead for markets and the economy. We’re currently living through one of the longest economic expansions on record (120 months and counting). This means looking ahead to the next recession. A recession, sometimes called a “contraction,” refers to a decline in economic activity and is, unfortunately, […]
