Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth
Among U.S. large-cap mutual funds, active beats passive.
How I Chose My RIA Custodian
I picked TradePMR after running the numbers on trading costs and fees, and things got better when it started using First Clearing.
Gold or Miners: Which Investment Shines Brighter?
Owning gold serves different investing goals than owning mining stocks, a Morningstar analyst says. Which is best for your clients?
PIMCO Funds Down, Not Out (Yet): Morningstar
Still, the group has lost 37% of its assets since January 2014, Morningstar research shows.
Can Anyone Make Your Retirement Money Last for Life?
The race is on for a product to help prevent retirees from running out of money without the drawbacks of annuities.
Dividend-Paying Stocks May Be Riskier Than Many Think
"Some of the highest dividend-paying stocks tend to be some of the riskiest,” says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
Bill Gross: Still the Bond King—The 2015 IA 35 for 35
In spite of a tumultuous few months, the eccentric bond fund manager is still making waves.
Currency-Hedged ETFs: Making the Case for U.S. Investors
For U.S. investors, gains in foreign stocks can be wiped out or reduced after those gains are converted into U.S. dollars.
With Likely Fed Rise Delay, Where to Invest Now
Equities may be the only game in town, but measured by Warren Buffett’s favorite valuation indicator, stocks are overvalued. Here's where I see value.
The End of Mark Mobius’ Reign as King of Emerging-Market Stocks
The pioneering advocate for small, growing economies suffers a dry spell.