Brai is the founder of SW4 Insights, a public policy advisory firm based in Washington D.C. He has over a decade of experience as a journalist and consultant covering finance and economic policy, with ...

In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization ...

Let’s take a look at the large-value Morningstar Category. I have some funds on the value/blend border but wanted something further to the value side to increase diversification and provide more ...