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.
Time to Consider Reverse Mortgages?
By Ed McCarthy, CFP, RICPRecent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 11, 2009
50-year milestone for Bill McDanielsIllinois Mutual recently recognized Bill McDaniels, right, for his distinguished 50-year career as a general agent with the company, during Illinois Mutual's 98th annual meeting in Peoria, Ill.
September 07, 2009
What's the Prognosis for Passive and Active Management?There is considerable debate over whether the recent decline in stock prices has resulted in a great buying opportunity. And which metrics should advisors use to evaluate that?
September 07, 2009
What Can Currency ETFs do for Your Clients?It was 17 years ago that George Soros wagered $10 billion that the Bank of England (BOE) couldn't maintain the value of the British pound--and won.
September 02, 2009
Mutual Fund Ranks ThinningA total of 396 funds mutual funds have been eliminated so far this year.
September 02, 2009
Mutual Fund Ranks ThinningA total of 396 funds mutual funds have been eliminated so far this year.
September 02, 2009
Fund Firm Starts Beneficiary CampaignA mutual fund company has started a campaign to spur advisors and clients review and update the beneficiary selections on fund documents.
September 01, 2009
Target Date FundsTarget date funds have recently come under fire from Washington lawmakers. So what's next on the horizon? Catch daily news updates online at www.boomermarketadvisor.com.