Best Finance Tweets of the Month: June
Bill Gross wears sunglasses at Morningstar, the Twitterati play hooky to watch the World Cup and more.
Bob Rodriguez Warns of Fiscal Nightmare Unless GOP Takes Senate
FPA's Bob Rodriguez warns that America’s fiscal fuse is nearing its end unless U.S. voters stage a revolt in midterm elections.
Bob Doll Judges His 10 Predictions for 2014
Nuveen strategist Doll takes a midyear look at how his 10 yearly predictions have panned out so far.
Assessing the Annuity Landscape
Some advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
PIMCO Taps McCulley as Economist; Calvert's Krumsiek to Shift Roles
PIMCO rehired Paul McCulley to serve as a managing director and take on a new role as the group's chief economist. McCulley, who worked for the firm from 1990 to 1992 and from 1999 to 2010, also will be a member of PIMCO's Investment Committee and will report directly to...
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
Muni Bond Experts Sound Short-Term Warnings on Puerto Rico, Long-Term on Local Munis
Morningstar panelists disagree on opportunities in Puerto Rico, but agree that the muni bond world is changing, not necessarily for the better.
Is the Market Efficient? Cliff Asness Says Yes, and No
At Morningstar, AQR Capital’s leader presents Fama and Shiller’s arguments and says he has “learned to live with my schizophrenia.”
Do Alternatives Really Boost Portfolio Performance?
Morningstar research shows ETF-managed portfolios emphasizing alternative investments are not strong performers.
‘Bonds’ Limited Upside’ Points to Role for Gold, Says Gold Council
Gold is much less correlated to stocks than many other alternatives, the council says; it's the main ingredient in the World Cup trophy, too.