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.
4 Bond Moves to Consider Making Now
By John ManganaroDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
November 17, 2022
8 New Stats on How Retirement Savers Have Fared in Rocky MarketsAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
November 16, 2022
Ric Edelman: Crypto Needs 'Adult Supervision'It's time for regulators and companies like Fidelity, run by "serious professionals," to step in, Edelman says.
November 08, 2022
How Fund Capital Gains Could Hurt Investors — Even With Market LossesMany funds have had redemptions due to market weakening in 2022 and have sold assets to meet demands for cash, explains Morningstar's Stephen Welsh.
November 04, 2022
Baron Capital's Billionaire CEO: 'This Is a Great Time to Invest'"If I had more money to invest, I would invest it," Ron Baron said.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 03, 2022
14 Best 529 College Savings Plans: Morningstar, 2022Just two plans earned Morningstar's highest rating, one of which has held its position for the past decade.
October 28, 2022
Recession-Proofing Your Clients' Retirement PortfoliosAdvance planning is the only real way to mitigate the pain of a market downturn and recession for retirees.