by Tomi Kilgore
The 11000 level for the Dow Jones Industrial Average is every bit as significant as Dow 10000 was, if not more.
Both the mutual fund industry and advocates for fund shareholders found
something to like in the U.S. Supreme Court's decision Tuesday
regarding fund fees.
Active value is a methodology based on seeking out undervalued
businesses undergoing significant strategic changes and taking
advantage of these opportunities through investments across the...
Financial advisors may look to overseas markets and alternative investments as they move clients back into stocks, according to several new
research reports.
Small-company stocks have enjoyed a good run against their larger peers,
but past
market returns suggest their winning streak may be near its end.
by J. Michael Martin
The outlook for freedom and growth in the U.S. and in China.
by
Eric Rasmussen
Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them.
by Marla Brill
Manager Bart Geer thinks companies with ample cash flow can better take advantage of an improving economy.
by Jack Gardner
An investment in stocks of companies that provide both high- and
growing-dividend income can benefit a retirement portfolio undergoing
the duress of withdrawals.
by
Ray Fazzi
Most IRA investors did not abandon stocks during the
market decline of 2008 and 2009, but they have been wary of adding more
holdings during the market rebound, according to a new survey.
To learn that your mutual-fund firm's lineup posted
negative returns over a decade is one thing; to realize that almost $60
billion of investors' wealth was wiped out is another matter entirely.
by
Jeff Schlegel
Bentley University's endowment fund has handed over a small
portion to be managed by a student investment group. So
far, their track record is impressive.
Indexing powerhouse Vanguard Group took a step that should help many of
its sector funds cope with indexing's old nemesis-tracking error.
by
Evan Simonoff
Loomis Sayles' Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.
by Mary Rowland
REITs and emerging market investments were among the few that came out ahead.
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.
As TFS Capital kills off the most aggressive
performance-based fee structure in the fund business, it sends notice
that true performance-based fees may be dead.
by
Ray Fazzi
The U.S. Department of Labor and the Securities and Exchange Commission are looking for ways to bring clarity to the target-date fund market.
