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Financial Planning
November 1, 2012
Laton McCartney |
Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.   |
Financial Planning
January 1, 2013
Laton McCartney |
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. |
Financial Planning
May 1, 2011
Donna Mitchell |
Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability. |
Financial Planning
June 1, 2013
Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
BusinessWeek
April 28, 2011
Sree Vidya Bhaktavatsalam |
This Crash Protection Doesn't Pay Despite turmoil, bear market funds are the worst performers. |
Financial Planning
February 1, 2012
Donna Mitchell |
Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier. |
Financial Planning
May 1, 2005
Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
BusinessWeek
February 4, 2010
Tara Kalwarski |
How to Fix Your Bond Mix Here's how three funds allocate bonds for people retiring in 2010 |
Financial Planning
May 1, 2012
Donna Mitchell |
On a Positive Note Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 4 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Intermediate-term bond champs... Second-best bond funds... |
The Motley Fool
October 10, 2008
Dan Caplinger |
The Hidden Danger Inside Your Portfolio Think you're diversified? Think again. The recent flight to safety in the fixed-income markets reveals the distinctions among different types of bonds. |
Financial Planning
July 1, 2009
Donald Jay Korn |
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds. |
Financial Planning
November 1, 2009
Stacy Schultz |
A Split Game Mutual fund investors remain split over where the economy is headed. |
Financial Advisor
December 2005
Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
The Motley Fool
October 22, 2010
Amanda B. Kish |
Are Bonds in a Bubble? Millions of Americans depend on the income from their bonds and bond funds to fund their golden years, so there could be lasting implications for scores of already battered investors if that bubble comes to pass. |
BusinessWeek
October 6, 2003
Lewis Braham |
Amid Turmoil, Funds Take Off During the third quarter, equities rallied up a storm. |
Registered Rep.
January 26, 2011
Diana Britton |
Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time? |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
BusinessWeek
February 2, 2004
Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
On Wall Street
May 1, 2013
Matthew Lemieux |
Getting Ready for Rising Rates Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise. |
Financial Planning
November 1, 2009
Craig L. Israelsen |
Best and Worst of Bonds Investors often forget that different types of bonds, like stocks, can provide wildly different returns. This was never truer than in 2008. |
Financial Planning
October 2, 2007
Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
The Motley Fool
August 31, 2007
Amanda B. Kish |
When Safe Investments Aren't Particularly risk-averse investors have always assumed they had one safe haven: bonds. But those who consider bonds completely safe for their money can be unpleasantly surprised. |
The Motley Fool
November 17, 2010
Dan Dzombak |
Hilarious Video Explaining QE2 Since QE2 was announced, Treasury bond yields have risen by about a quarter of a percentage point, causing bond prices to fall. |
Registered Rep.
December 1, 2009
Stan Luxenberg |
How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories. |
The Motley Fool
October 6, 2010
Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
BusinessWeek
May 14, 2009
Aaron Pressman |
Allocation Funds Are on the Rise New funds that switch among different asset classes are gaining popularity with investors tired of constant loss. |
Financial Planning
January 1, 2010
Donald Jay Korn |
Outlook 2010: Positivity "We think the economic outlook will be better than the consensus forecast," says Paul Zemsky, New York-based head of asset allocation and multi-manager investments for ING Investment Management. |
The Motley Fool
December 27, 2010
Amanda B. Kish |
Why Even Bond Managers Hate Bonds It may be time to switch back to stocks. |
Financial Planning
February 1, 2013
Laton McCartney |
ETF Data: Big Bonanza With net inflows of $191 billion in 2012, ETFs had their best year ever. Housing sector funds led the gainers, while green energy funds dimmed. |
The Motley Fool
September 1, 2010
Dan Caplinger |
The True Risk of Bond ETFs Rising interest rates will hurt more than you might expect. |
The Motley Fool
July 30, 2007
Amanda B. Kish |
Hard Times for Junk Bonds High-yield bonds' time in the sun may be over. Although junk bonds may produce tempting returns, they should only be introduced strategically, and they should almost never account for a large portion of your investment. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Registered Rep.
April 1, 2005
Stan Luxenberg |
Explore Beyond the Core Exchange-traded funds are excellent choices for advisors seeking a core holding for clients. But the most intriguing ETFs are the less well-known funds that can increase returns, often while dampening risk. |
The Motley Fool
February 24, 2011
Amanda B. Kish |
How to Invest in the Bond Bubble How do you invest in an inflated but necessary sector edging toward bubble territory? |
The Motley Fool
November 28, 2011
Amanda B. Kish |
2 Investments That Will Benefit From Eurozone Drama Bring on the crisis! The region appears almost certainly headed toward recession, while talk of certain countries leaving the euro is becoming more widespread. |
On Wall Street
July 1, 2011
Jeff Tjornehoj |
The Flows And Performance Story Net flows in 2009 show that investors allocated nearly $91 billion more to 2010's top-half performers than they did to the bottom-half. |
Registered Rep.
November 16, 2010
Stan Luxenberg |
Winning Mutual Fund Strategy: Buy the Unloved Sectors This year, the most unpopular category is large growth, which recorded outflows of $39 billion during the 12 months ending in August. Other unpopular categories are large value and world stock. |
BusinessWeek
September 25, 2008
Lauren Young |
If You Want to Rejigger Your Holdings Three top financial advisers share how they would invest $250,000 for moderate growth over the next five to seven years. Here's the way they'd do it. |
The Motley Fool
January 25, 2010
Amanda B. Kish |
The Decade's Top-Performing Investment Precious metals ruled the roost, but that doesn't mean they will in the next decade. The honor of being the top-performing mutual fund of the past decade goes to USAA Precious Metals and Minerals. |
BusinessWeek
August 26, 2010
Charles Stein |
A Boom in Bonds Hurts Mutual Funds Investors' preference for bond funds has put pressure on earnings at companies that specialize in stock funds. |
The Motley Fool
August 3, 2010
Amanda B. Kish |
Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities. |
Financial Advisor
February 2008
Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
The Motley Fool
September 1, 2006
Selena Maranjian |
Is It Time for Gold? The price of gold recently hit a 16-year high, as the precious metal draws more and more interest from investors spooked by stocks and geopolitical uncertainty. Should you jump in and snap up some bullion? Well, maybe, but maybe not. |
Financial Planning
August 1, 2011
Donna Mitchell |
Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter. |
Financial Planning
September 1, 2011
Donald Jay Korn |
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. |
The Motley Fool
February 3, 2005
Selena Maranjian |
Should You Be a Gold Bug? The price of gold recently hit a 16-year high as the precious metal draws more and more interest from investors spooked by stocks and geopolitical uncertainty. With it priced near $420 per ounce, should you jump in and snap some bullion? |
Financial Planning
August 1, 2013
Laton McCartney |
ETF Flows Show Big Market Shifts With $73 billion in new flows, ETFs offer some clear views of the major market trends. |
Financial Advisor
February 2011
Marla Brill |
Ready For Reflation Several kinds of ETFs should benefit if prices and interest rates begin to rise. |
