iOS app Android app

Mutual Funds

Emerging Markets Sell-Off: What's Next?

Otaviano Canuto | Posted 10.28.2013 | World
Otaviano Canuto

The last weeks of summer have been marked by renewed pressure of capital outflows and exchange rate devaluations in several systemically relevant emerging markets. This is just the latest round of a global portfolio rebalancing that has been in motion since May 22.

Picking Mutual Funds: What Works and What Doesn't

Dan Solin | Posted 08.13.2013 | Business
Dan Solin

All of them are vying for your business. How should you go about selecting the ones that are right for you?

Crushing Fees: A Q&A with FutureAdvisor Co-Founder Bo Lu

Scott Porch | Posted 07.29.2013 | Business
Scott Porch

If you can get in on the ground floor of the next Google or Apple, your retirement years will be white sands and pina coladas. There are three problems with that - one obvious, one not so obvious, and one nearly invisible.

Will the Gecko Slay All Insurance Agents?

Don McNay | Posted 06.07.2013 | Business
Don McNay

After 30 years of affiliation with the insurance industry, I have a deep appreciation for insurance agents. I wonder how many will be left five years from now?

Reward Investors in Banks That Break Up

Brent Budowsky | Posted 05.07.2013 | Business
Brent Budowsky

I agree with George Will about as often as the Boston Red Sox agree with the New York Yankees, but as the law of broken clocks suggests, we must both be right at least twice a day.

For Hedge Funds, It's All in the Game

Howard Steven Friedman | Posted 02.21.2013 | Business
Howard Steven Friedman

There are few greater examples of the irrationality of investors than the world of hedge funds. In spite of the historically poor return on investment, money continues pouring into hedge funds.

Follow the Money: Is Your Mutual Fund Investing in Guns?

Judith Samuelson | Posted 02.18.2013 | Money
Judith Samuelson

When real investors pay attention to this question, as they have in the wake of the Newtown massacre of innocents at Sandy Hook Elementary, things can get pretty interesting.

The 7 Most Expensive Investing "Truisms" You Must Ignore

Neal Frankle | Posted 02.05.2013 | Money
Neal Frankle

Your ultimate goal is good performance with low risk at the end of the day. Some ETFs might be really inexpensive but who cares if the performance stinks or if they invest in very risky markets?

10 Investments Obama May Not Want You To Know About

The Huffington Post | Catherine New | Posted 10.18.2012 | Money

Among the many contentious exchanges in Tuesday's presidential debate was a barbed back-and-forth between Mitt Romney and President Barack Obama about...

$10 Billion in Hidden Costs: It's Time for Mutual Funds to Level the Playing Field

Miles Livingston | Posted 11.28.2012 | Business
Miles Livingston

Mutual fund investors who choose no-load funds with low management fees no doubt think they are getting the best possible deal. But even investors in "low cost" funds get hit with hidden costs that amount to more than $10 billion annually.

The Ethical Investor: Wall Street Ripoff #3 - Hiding Fees and Expenses

John R. Talbott | Posted 11.14.2012 | Money
John R. Talbott

In addition to the egregious stated fees, stockbrokers, mutual funds and financial advisors on Wall Street have many methods to hide additional fees and charges from you.

The Big Lie Is a Cruel Hoax

Dan Solin | Posted 11.04.2012 | Business
Dan Solin

The perpetuation of the myth that you can pick outperforming actively managed funds through "research" is a cruel hoax. It makes ordinary investors feel inadequate when their efforts fail.

A Victory for Workers Over Wall Street -- Shining a Light on 401(k) Fees

Rep. George Miller | Posted 10.30.2012 | Politics
Rep. George Miller

It's time to shine some light on 401(k) plans. If we are going to rely on these plans for retirement security, then employers and workers need to understand the different investment alternatives and their investment performance and fees.

Stop the Carnage

Dan Solin | Posted 10.28.2012 | Business
Dan Solin

A key reason for the low balances of the even those at the top of the pecking order for 401(k) plans is unconscionable fees imposed by the mutual fund industry.

Flawed Advice for Picking Mutual Fund 'Winners'

Dan Solin | Posted 10.21.2012 | Business
Dan Solin

A 10 year record of stellar performance is not predictive of future performance. Instead, investors would be far better served limiting their portfolios to globally diversified, low-management fee index funds in an appropriate asset allocation.

Twilight for Stock Pickers?

Jon Stein | Posted 10.16.2012 | Money
Jon Stein

The news of trouble in day trading shouldn't come as a surprise. The evidence suggests that many of us are eschewing individual stock picking in droves.

Brokers Rake in Record Profits No Matter What

Nancy K. Humphreys | Posted 09.16.2012 | Business
Nancy K. Humphreys

Americans got ripped off during the financial crisis. Right? Nope! That began decades earlier when financial wizards invented a myth called the "efficient market hypothesis" based on Burton Malkiel's Random Walk.

Will The European Debt Crisis Affect Me?

SaveUp | Posted 09.11.2012 | Money
SaveUp

The effect the European debt crisis will have is a matter of degrees and exposure. It's hard to discern how these unfortunate events will affect us and what actions we should take. In other words, what do we have control over and when are we just being reactive?

Ex-JPMorgan Broker: 'It Was All About The Money, Not The Client'

The Huffington Post | Alexander Eichler | Posted 07.03.2012 | Business

"It was all about the money, not the client." That's according to Warren Rockmacher, a former broker at JPMorgan Chase, as quoted in a recent New Y...

A Perfect Failure: Why the 401(k) Has Been a Flop

David Callahan | Posted 08.07.2012 | Money
David Callahan

It is easy to forget that 401(k) plans have only been around for three decades. We have learned a lot in that period, and the jury is now in: The 401(k) experiment has failed. This system does a better job of enriching the financial sector than in providing retirement security to Americans.

Facebook Stock Could Soon Be In Your Mutual Fund

AP | MARK JEWELL | Posted 07.10.2012 | Money

BOSTON — Facebook can be a terrific way to connect with friends and family, a colossal drain on your time and productivity, or a little of both....

CEO Pay Rising Less Quickly Due To Shareholder Discontent: Study

Reuters | Posted 06.19.2012 | Business

* CEO pay rose 14 pct in 2011 vs 23 pct in 2010 * AFL-CIO presidents says Citigroup pay vote "a bell-ringer" * Mutual fu...

Investors Run To Surprising Place

The Huffington Post | Mark Gongloff | Posted 04.17.2012 | Business

Investors around the world are getting more anxious, and they're choosing to put their money in an unusual safe haven: the U.S. stock market. A new...

Comparisons to Other Mutual Funds Can Be Misleading

Dan Solin | Posted 06.03.2012 | Business
Dan Solin

Since 100 percent of its retirement funds beat their 5-year Lipper average, investors could believe that T. Rowe Price has consistently "beat the market". Is this accurate? Not if you understand how the use of benchmarks can be misleading.

What Your FInancial Advisor Isn't Telling You

Loren Berlin | Posted 03.27.2012 | Money

If you're looking to a financial advisor for investment strategies, be warned: Your advisor is biased and not towards you, according to a new report f...