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.
Into the Unknown: Rethinking Return Assumptions for Financial Plans
By David BlanchettNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
Fed Doubles Taper, Signals Three 2022 Hikes in Inflation PivotThe faster pullback puts Fed Chair Jerome Powell in position to raise rates earlier than previously expected to counter price pressures if necessary.
December 14, 2021
This Ain't John Bogle's Vanguard: Morningstar's RekenthalerThe columnist criticizes the fund giant's Personal Advisor Services for its exclusive funds and private equity plans.
December 14, 2021
What Are Investors' Biggest Worries Today?Bank of America research breaks down their main concerns and how these fears are impacting asset allocation in late 2021.
December 07, 2021
The Secret Is Out on 7.12% Inflation-Protected BondsWith signals that the Fed will wind down asset purchases sooner than expected, this may be as good as it gets for Series I interest rates.
December 02, 2021
Why MMT Haters Have It Wrong: Economist Michael NormanThe modern monetary theory proponent tells ThinkAdvisor why he thinks advisors should pay attention to this controversial philosophy.
November 29, 2021
Vanguard Plans Actively Managed China Equity FundThe Vanguard China Select Stock Fund will invest in onshore and offshore Chinese equities and launches in Q1 2022.