A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.
While investors flock to Treasury Inflation-Protected Securities as an
inflation cushion, some bond experts warn that they may not act as
investors expect.
Some former Lehman Brothers brokers are getting caught in the tide of
arbitration cases involving principal-protected notes issued by their
parent company.
by
Jeff Schlegel
Morningstar names the top fund managers in what was the worst decade ever for U.S. stocks.
by James Picerno
There are no easy answers for asset allocation, but at least there's a practical starting point.
by Eric Uhlfelder
Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds.
BlackRock is among the asset managers planning to sell billions in corporate bonds before the end of the year, tapping investors' seemingly insatiable demand for new corporate debt.
With yields on money-market funds near zero, some investors are dabbling with riskier types of short-term investments--a move many swore they'd never repeat after 2008.
Financial Services Overhaul Getting Closer
December should be a busy month for those involved with overhauling the U.S. financial services industry...
by
Dorothy Hinchcliff
Morningstar Inc. has announced its nominees for a new award-Morningstar Fund Manager of the Decade.
by
Eric Rasmussen
Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy.
by Michelle Knight
Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.
by
Dorothy Hinchcliff
Standard & Poor's indexes have outperformed actively
managed funds for the five years ended June 30 based on equal-weighted averages,
but it's a different story using asset-weighted averages.
by
Ray Fazzi
ProFunds Group has launched an ETF designed to provide short
exposure to long-term U.S. treasury bonds.
by
Dorothy Hinchcliff
A couple has filed a claim against Merrill Lynch seeking $5 million in
damages because they say their accounts were overloaded with preferred
stock.
by
Dorothy Hinchcliff
Optimism reigned throughout the second quarter as investor sentiment
thawed and many began reallocating capital to alternative
funds, according to a new report.
by Marla Brill
Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund.
Van Eck Offers Alternative Mutual Fund
Van Eck Global, a money manager that offers diversification through global investing, is creating the Van Eck Multi-Manager...
