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.
The Soapbox: What You Need to Know About Hedge Fund Conversions
By Steve Weydert, CFP, MSMany advisors often ask how to convert hedge funds into mutual funds. These conversion requests can be motivated by several different factors. One reason to...
October 01, 2009
Fiduciary ScorecardAs part of the screening process of mutual funds that I might use for my clients, I decided early in 2009 to search for global...
October 01, 2009
Roth Conversion in 2010On January 1, 2010, nearly $1.4 trillion of retirement assets will become eligible to be converted to a Roth IRA. The Tax Increase Prevention...
October 01, 2009
Reading Between the Labor Dept.'s LinesPhyllis Borzi, the new assistant secretary of labor and head of the Department of Labor's Employee Benefits Security Administration (EBSA) gave her first press interview...
October 01, 2009
Not Quite So Risky BusinessOne of the investment advisor's major tasks is to help manage risk for clients, but if your clients are invested in municipal bonds, you'd better...
October 01, 2009
Danger & Opportunity: He's Got the MomentumCliff Asness is known as a hedge fund manager who caters to institutions, is a true believer in momentum investing, and despite his University of...
October 01, 2009
Mutual Fund Spotlight: Firm FoundationA manager who has consistently delivered above average returns to investors in one of the best performing stock mutual funds on the market (the FBR...
September 25, 2009
Tandem Performance PuzzleTypically, stocks and bonds go in opposite directions, a tendency that has exhibited itself throughout most of 2009. But in the last four weeks, long-dated Treasuries have risen right alongside equities, as the pair has each notched a 6% gain.