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.
Bear Market Hugs S&P 500, Making Investors Run for Cover
By Joyce HansonWith the S&P 500 officially entering a bear market early Tuesday, investors are scrambling for guidance as the fourth quarter begins.
October 01, 2011
'Go Anywhere' Funds: Easy to Like, Harder to QualifyThe popularity of such funds puts an extra onus on wealth managers to thoroughly vet a strategy and properly set expectations for its role in a clients portfolio.
October 01, 2011
Warning: Don't chase returns with exotic productsInterest rates are at historically low levels. That means many of your senior clients, who typically live on a fixed income, may be hurting.
October 01, 2011
Floating Over VolatilitySmooth out the volatility. Give up the full return potential for downside protection. Clients wont experience the high-highs, but they wont fall victim to the low-lows either.
September 30, 2011
Warning: Don't chase returns with exotic productsInterest rates are at historically low levels. That means many of your senior clients, who typically live on a fixed income, may be hurting.
September 30, 2011
Greece May Swap Century Bonds for Short-Term DebtGreece is considering the possibility of exchanging century bonds for outstanding short-term debt, with the idea that deferring payback for 100 years might be a popular option among investors and avoid Athens having to resort to default.
September 29, 2011
Do Credit Ratings Matter?Over the past few years, credit rating agencies have done a lot to diminish their credibility. Not only did they contribute to the Great Meltdown by inaccurately rating debt, but they have allowed the role of credit ratings to become murkier. What do the ratings now mean for financial advisors...
September 29, 2011
Vice vs. Nice: Sustainability Debate Pits ‘Tea Party’ Against ‘European Social’ TeamsIn a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing toor subtracting froma companys bottom line.