Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Will managed volatility keep VA owners on track
By Ed McCarthy, CFP, RICPThe usual advice for managing investment portfolios is to take a holistic approach and consider a clients holdings as an integrated whole.
February 23, 2015
Finding Your Client’s Place on the Efficient FrontierModern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
February 23, 2015
10 Best Websites for Financial Advisors: 2015Dalbars quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
February 22, 2015
Top Portfolio Products: T. Rowe Adds Bond FundsHennion & Walsh roll out a sustainable investing trust, and truIndependence introduces an RIA platform.
February 19, 2015
Money Manager Candidly Reveals 5 Big Investing MistakesTocqueville Asset Managements Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolios performance, and the lessons he learned.
February 18, 2015
Gundlach: Fed Raising Interest Rates ‘Philosophically’DoubleLine Capital CEO Jeffrey Gundlach is also bullish on gold and thinks oil will fall further.
February 17, 2015
Under the Hood: What You Need to Know About Bond Duration and ConvexityBoth the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
February 17, 2015
Investors Continue to Shun Equity Funds, PIMCOThe SPDR S&P 500 ETF had a 12% drop in assets in January alone, according to a Morningstar report.