Economy & Markets
The important economic and stock market news that advisors need to know.
Rodney Hathaway of Heartland Value Plus Fund
By Staff WriterQuick Take: The managers of Heartland Value Plus Fund (HRVIX) like stocks that aren't covered by Wall Street analysts or only have sell recommendations. A...
June 01, 2004
Finding the Right Dividend FundMay 28, 2004 -- Advisers wishing to capitalize on the recently enacted dividend tax cut may be in for some unanticipated headaches. Since Congress reduced...
June 01, 2004
Emerging Market Funds Sector LeadersFund Stars Total Return Standard Deviation Exp. Ratio Max 12(b)1 Max Front-End Load One-year annualized Quant Emerg Markets/Ord QFFOX574.80%20.86%2.29%0.50%0.00% Delaware Pooled:Emerg Mkt DPEMX567.8418.681.230.000.00 Van Eck:Emerging Mks/A GBFAX163.7821.032.000.505.75 Pictet Global Emerg...
June 01, 2004
On The Road, And In PrintWhen they're not sharing their pearls of wisdom in print with IA readers, our columnists still find plenty of ways to keep busy. Larry Chambers was...
June 01, 2004
Debunking Myths About ARMsWhile the number of home buyers using adjustable rate mortgages (ARMs) has increased to 35% from 14% a year ago, according to the latest figures...
May 20, 2004
Funds That Have Outperformed In a Rising Rate EnvironmentMay 18, 2004 -- With higher interest rates looming, investors may wonder where to turn. Fund Advisor looked at funds that outperformed in 1994, when...
May 19, 2004
Medicare Part B Rates To Skyrocket For SomeNU Online News Service, May 19, 2004, 12:13 p.m. EDT -- Some high-income seniors may have to pay about $3,800 per year for Medicare ...
May 14, 2004
Julian Mayo of U.S. Global Eastern European FundS&P Rank: 5 Stars Eastern European Frontier