Mutual Funds
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By Staff WriterBarclays Global Investors announced that its iShares S&P California Municipal Bond and New York Municipal Bond funds, each a subset of the S&P National Municipal...
November 01, 2007
Mind Over MoneyIn Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich (Simon & Schuster), author Jason Zweig, a senior...
November 01, 2007
Assets in 529 Plans Grow; Some Changes to ComeThanks primarily to the 2006 Pension Protection Act, which made withdrawals from 529 college-savings plans exempt from income taxes, interest in 529 plans has been...
November 01, 2007
Cutting the Tax Man's TakeIf you're looking for ways to boost your client's investment performance, the key may reside in how well you use ETFs to reduce the bite...
November 01, 2007
Fiduciary FundsThree years ago, Morningstar introduced what it calls its Stewardship Grades. Three years later, it is revising its ranking methodology. Explains Laura Lutton, a Morningstar analyst...
October 23, 2007
Putin to Remain Front and Center in RussiaRussia has enjoyed unprecedented economic growth over the seven years of Putin's reign, due largely to surging oil and gas export revenues. At any rate, the commodity price surge jump-started the economy--as well as the government to repay its international debts--leaving the ruble devaluation, debt default, and financial crises of...
October 23, 2007
QDIA Rule Allows VAs, Excludes Stable-Value FundsThe U.S. Labor Department has decided to include variable annuities on the basic list of 401(k) plan qualified default investment alternatives but to shut out ...
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.