- According to The Wall Street Journal (December 2011), Over 10 years, an investor with $200,000...
- The vast majority of ETFs are regulated as traditional mutual funds under the Investment Company...
- Stable-value funds are comprised of bundles of bonds coupled with an insurance policy and are found...
- Over the past 5 years, some mutual fund companies have been hiring liaisons who have money...
- Morningstar now has a “forward-looking ranking system to supplement the company’s 1-5 star ratings...
- The division of foreign markets into developed and emerging segments dates back to 1981, when...
- In the typical adoption, a large mutual fund company takes over the management of one or more funds...
- An October 2012 article in The Wall Street Journal (WSJ) recommends the following approach for...
- Although rarely discussed, a diversified short-term high-yield bond fund may be the answer for...
- Advisors often wonder what to do when a favored mutual fund manager leaves a fund or simply retires...
- The returns on 20-year U.S. Treasurys have been amazing over the past decade (2002-2011) and over...
- The division of foreign markets into developed and emerging segments dates back to 1981, when...
- “Market neutral” and long-short funds have the objective of protecting investors when the market...
- Sometimes referred to as life-cycle funds, target retirement funds are promoted as “one investment...
- There is no universal definition for value investing. One thing value fund managers have in common...
- The most frequently used measurement of investment risk is standard deviation. The measurement is...
- Alpha measures the difference between expected and actual returns of a mutual fund, based on its...
- FHFA is the federal agency regulating Fannie Mae, Freddie Mac, and 12 Federal Home Loan Banks. The...