Morningstar: PIMCO’s Post-Gross Total Return Fund Is Fine—for Now
While the fund has seen “significant outflows,” PIMCO has “sufficient liquidity” to handle it, says Morningstar’s fixed-income team.
Wide Moat ETF Sees Companies as Castles
Just like a moat surrounds and protects a castle, so does an economic “moat” surround and protect a firm from competitors.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
Is a Tax Bomb Looming for PIMCO Investors?
Total Return Fund outflows could lead to a host of consequences for the investors who stay. And that’s a problem for all mutual fund investors.
El-Erian Talks Jobs, Particularly Bill Gross’
Mohamed El-Erian, former PIMCO CEO, was surprised to hear the news of Gross’ departure.
Dissecting John Bogle’s Anti-ETF Banter
The Vanguard founder often cites exchange-traded funds as a source of investor and market woes. Is that view warranted?
Advisors Cautious on PIMCO Total Return Fund
With Morningstar's downgrade, even more questions are arising over the bond fund post-Gross.
Bill Gross’ Departure: What Plan Fiduciaries Need to Know
PIMCO's Total Return Fund, previously managed by Gross, is a "pillar" of many 401(k) platforms. Will it stay that way?
Gross’ Move Fogs PIMCO, Janus Futures
Analysts are cautious on what Bill Gross’ departure from the bond giant PIMCO to the smaller Janus means for both firms.
3 Investments Retirees Should Avoid: Morningstar's Benz
Some assets can add volatility, expenses and stress to retirement portfolios (with little upside).