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.
Home Equity Lines Of CreditBoomer Beware?
By Jim ConnollyAs the Fed reacts to the threat of inflation by ratcheting up the prime rate, providers of home equity lines of credit also are ...
September 12, 2005
Municipal Bond Backers Should Weather KatrinaMunicipal bond insurers should be able to make good on their promises to back debt issued by state and local agencies in the region ...
September 01, 2005
The Global Itch?With the Federal Reserve continuing to raise short-term interest rates, while longer-term rates inexplicably remain low (Alan Greenspan's "conundrum"), some fixed-income investors are seeking alternative...
September 01, 2005
But Are They a Good Deal?When could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
September 01, 2005
About The ManagerFinancial sector funds have been David H. Ellison's focus for more than two decades. He spent 13 years at Fidelity Investments, developing his investment philosophy...
September 01, 2005
Primed for IncomeWhen the bull market was peaking in the late 1990s, new issues of closed-end funds virtually dried up. According to Thomas J. Herzfeld Advisors, a...
September 01, 2005
Bank on ItJust in time for the back-to-school season, here is a fund that takes a disciplined approach to investing. The manager stresses good old balance sheet...