10 Funds Get New Morningstar Ratings
Several funds are upgraded, while others get downgraded by analysts with the research group.
A new approach to sustainable retirement income
Investing in equities can generate higher total returns, but stocks’ volatility can be problematic in the early retirement years.
Investors say they need 9.7 percent returns to meet goals
Unfortunately, the long-term historical market returns don't have a return that matches investors' needs.
Wealth Managers: Tell Your Clients to Stop Being Afraid
Advisors who keep an eye on the curious and sometimes counterproductive behavior of investors can combat lackluster returns in their own clients’ portfolios.
Natixis Acquires McDonnell to Broaden Fixed-Income Offerings
Oak Brook, Ill.-based McDonnell, with AUM of about $13.5 billion, will affiliate with Natixis, based in Paris and Boston, with AUM totaling $711 billion.
Whatever Happened to U.S. Stock Funds?
Flows out of U.S. equity funds such as Robert Zagunis' 20-year-old Jensen Quality Growth Fund can stem more from investor fear than fund quality.