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.
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael Crook
By Jane Wollman RusoffWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 22, 2021
Harry Dent's Stock Market, Economic Predictions, 1999-2021: How Did They Turn Out?While the "Contrarian's Contrarian" made a name for himself on some correct calls, he has frequently missed the mark.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 21, 2021
Ex-OppenheimerFunds Analyst Pleads Guilty to Securities FraudThe New York funds analyst had been accused of misappropriating confidential info on pending trades by his employer.
December 16, 2021
Schwab to Give RIAs Access to T. Rowe Price Active Mutual Funds Without FeesAbout 120 institutional no-transaction-fee funds from T. Rowe will be available in February.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
Fed Doubles Taper, Signals Three 2022 Hikes in Inflation PivotThe faster pullback puts Fed Chair Jerome Powell in position to raise rates earlier than previously expected to counter price pressures if necessary.