Mutual Funds
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Ask the expert: reallocation and the variable annuity fixed account
By Nu BookWhy do variable annuity companies limit the amounts that policyowners can reallocate funds to and from the guaranteed fixed interest account in their VAs? This article answers that question.
February 17, 2009
Ask the expert: reallocation and the variable annuity fixed accountWhy do variable annuity companies limit the amounts that policyowners can reallocate funds to and from the guaranteed fixed interest account in their VAs? This article answers that question.
February 05, 2009
Proposed bill would force hedge fund transparencySenators Chuck Grassley, R-Iowa, and Carl Levin, D-Mich., have introduced a bill that could require private funds with $50 million or more in assets to...
February 02, 2009
Mutual funds finally see positive net inflowsEquity mutual funds posted inflows of $6.5 billion as of Jan. 29, according to TrimTabs Investment Research. This is following a previous week in which...
February 01, 2009
'No Free Lunch' with BondsAfter a strong first quarter start (+2.17 percent), the Barclays Capital U.S. Aggregate Bond Index fell 1.02 percent in the second quarter and followed that...
February 01, 2009
Lipper Says "Ouch" as Equity Funds Post Poor ReturnsLast year, equity funds posted their worst one-year return (-39.54 percent) in Lipper's database, which began in 1959, notes Tom Roseen, senior research analyst of...
February 01, 2009
Vanguard Study Finds Plans BeneficialRecent volatility in the equity markets has caused fear among some politicians and other observers that 401(k) investors may be too aggressively invested. On the...
February 01, 2009
The Trouble with TreasuriesThe world is rapidly getting poorer. According to the International Monetary Fund, worldwide losses from the financial crisis already measured $1.4 trillion through November. Although it...