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A Model Portfolio
Barrons.comYou don't have to be a rocket scientist to manage a mutual fund, but John Chisholm has used his degree as an MIT aerospace engineer to help pilot $1.3 billion Acadian Emerging Markets (ticker: AEMGX) to stellar long-term gains.
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My Biggest Mistake; Walt Bettinger's Worst Mistake; Charles Schwab president and CEO Walt Bettinger on his personal investing mistake.
WSJ.comAs president and CEO of Charles Schwab, Walt Bettinger certainly hopes all the brokerage's clients know exactly what they're getting. Too bad it wasn't quite the same when he started out investing.
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Phase II; Is the Road Trip Worth It? Fancy conferences that focus on retirement planning can help. One tip: Be selective.
WSJ.comIT HAPPENS EVERYDAY, actually about 10 times a day on average in this country alone: A professional society hosts a conference to bring doctors or lawyers or various executives together. It might be at a convention center or on a Boca Raton ...
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Why Fidelity and Vanguard are afraid of politics; A push for funds to back disclosure of corporate campaign contributions
MarketWatchMutual funds are caught in the middle of one of the most contentious issues in American politics: Spending by big business to gain influence in Washington.
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Panel: NDX Trading Must Pay Investors $5.5 Million
WSJ.comNEW YORK--An arbitration panel has ordered Minneapolis-based broker-dealer NDX Trading Inc. and now-inactive TradeRight Securities Inc. to pay roughly $5.5 million to a group of 55 elderly investors who claimed their mutual funds were used ...
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Protecting Your Portfolio From a Downturn
WSJ.comWhat makes a good fund manager?The answer to that question is arguably the most important decision an investor has to make. To many, the answer is easy: Just look at the returns. But recent research points to a different way of sorting out ...
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'Prime' Funds Face New Rules
WSJ.comWASHINGTON—U.S. securities regulators are eyeing new rules for the $2.6 trillion money-market mutual-fund industry that would target funds catering to large "institutional" investors seen as the most likely to bolt in times of market ...
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Tiny Funds, Big Prospects
Barrons.comFund Scope | ScoreboardChances are you've never heard of $42 million Oberweiss International Opportunities (ticker: OBIOX), yet this fund is up an average of 26% a year over the past three years and ranks in the top 1% of its Morningstar ...
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Dow Closes Above 15000; Market's Rapid Rise Through Key Level Comes as Investors' Fear of Missing Rally Replaces Concerns
WSJ.comThe Dow Jones Industrial Average closed above 15000 for the first time Tuesday as stocks continue a historic four-year run that investors are finding increasingly irresistible.
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Funds Add $3.07 Billion
WSJ.comInvestors added $3.07 billion to long-term mutual funds in the latest week, less than half the prior week's take, as stock funds suffered their first outflow of investor cash since early January, according to the Investment Company ...
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The Experts: What Is the Best Way to Invest on Your Own?
WSJ.comWhat advice do prospective do-it-yourself investors need to hear before they start managing their own money? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth ...
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Willing to Wait
Barrons.comChuck Royce has had this problem before. Returns fall behind the pack, and money starts to flow out of his actively managed Royce Pennsylvania Mutual Fund into equity-index funds, bonds, and most recently, exchange-traded funds.
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No Place Like Home
Barrons.comJeffrey Kolitch, 44, is a real-estate thoroughbred: The son of a developer, he majored in real estate at the Wharton School of Business and now steers the $503 million Baron Real Estate fund (ticker: BREFX), which beat 99% of its peers in ...
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Pick funds with stellar recent returns; Commentary: Longer term results matter
MarketWatchCHAPEL HILL, N.C. (MarketWatch) — It’s an article of faith among many investors that they should only buy mutual funds sporting the best long-term performance. Yet one of the best methods for picking mutual funds ignores the longer term ...
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Stock-Sale Discounts Get a Haircut
WSJ.comStock investors are getting less of a bargain buying in bulk.Demand for U.S. stocks, which has pushed indexes to records, is also reducing the discounts mutual-fund and hedge-fund managers get when buying big blocks of shares in follow-on ...
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Rate Risks for Target-Date Funds
WSJ.comMillions of workers saving for retirement risk losing part of their nest eggs if interest rates jump.The cause for concern: target-date mutual funds, designed for investors who lack the time or expertise to balance their investment ...
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Investing tips from the NFL Draft; Commentary: Draft mutual funds the way NFL GMs draft players
MarketWatchWhether your mutual-fund team is a winner or a disappointment, there’s always room for improvement.And just like in the National Football League, one of the best ways to improve your squad is through better drafting.
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A New Options Playbook
Barrons.comThe U.S. equity volatility cycle is in the early stages of a new, less turbulent regime. This period is likely to see the allure of alpha return as the risk-on/risk-off paradigm of recent years fades and individual stocks trade more ...
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Exchange-Traded Funds; Companies Add to Lineups of 'Free' ETFs; Still, trading commissions are only one cost, so other funds may be more attractive on balance
WSJ.comHow attractive is "free"? Some of the largest online brokers of exchange-traded funds are determined to find out.Two have recently expanded the lineups of ETFs they offer without trading commissions, bringing their menus closer to the size ...
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The risks and costs of exotic investments; ‘Alternative’ products can be pricey for retirement savers
MarketWatchPrivate-equity mutual funds. Leveraged ETFs. Managed-futures funds. A growing number of investment products like these employ so-called alternative strategies, holding out the promise of diversification for investors who haven’t forgotten ...
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A New Era for Do-It-Yourself Investing; Many investors want to call the shots—while turning to tools and people for help as needed
WSJ.comDo-it-yourself investing is gaining newfound popularity—but with a twist.Instead of going it entirely on their own, more investors are pursuing a kind of modified DIY approach, tapping an array of increasingly sophisticated online tools and ...
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Does Japan's Revival Have Legs?
Barrons.comFund Scope | ScoreboardJapan's stock market has been on a tear, with the benchmark Nikkei index posting its best April in two decades to cap nine straight months of gains. The rally, fueled by the new government's stimulus policies, has ...
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SEC Zeroing In on 'Prime' Funds; Money Funds Viewed as Most Vulnerable to Flight by Anxious Investors Would Face Tighter Rules
WSJ.comWASHINGTON—U.S. securities regulators, under pressure to address risks posed by the $2.6 trillion money-market-mutual fund industry, are considering a scaled-back approach that would tighten rules for about half of the sector that is seen ...
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A Fund Pro Says Stocks Are Rising Faster than Their Values
Barrons.com(Editor's Note: Weitz is president and founder of Weitz Funds and Hinton is the firm's director of research. A longer version of this commentary which includes the latest quarterly performance figures for Weitz funds is available on the ...
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Interview; The Cold Truth About Emotional Investing; New research shows that even the pros invest more from the heart than from logic
WSJ.comWhen it comes to investing, emotion is commonly seen as a weakness that must be shunned. But new research from professors David Tuckett and Richard Taffler suggests that emotions play an inevitable part in all investing, by amateurs and ...
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Has Cash Been Holding Your Stock Fund Back? It Could Pay Off Later.
WSJ.comIs cash in a stock fund's portfolio trash or treasure?How an investor answers can depend on whether stocks are rising or falling. So far this year, with stocks surging and the Dow Jones Industrial Average blowing past its ...
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Portfolio Strategy; Keep Your Portfolio Simple; Four ways to declutter your investments—while staying diversified
WSJ.comWhen it comes to your portfolio and investing practices, more isn't always better.With well over 8,000 mutual funds and exchange-traded funds, as well as a variety of complicated trading strategies, from which to choose—not to mention the ...
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Lance Armstrong’s mutual-fund career is over; The Livestrong name isn���t what enhanced this fund’s performance
MarketWatchIn an investment world where image is everything, what’s in a name matters, but what’s in a fund is a lot more important.American Century, the Kansas City-based investment firm, recently announced that it will be re-naming its target-date ...
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The Case for Bank-Technology Stocks, Treasuries
Barrons.comBank-technology stocks rarely generate much investor passion. That's because most investors have a tough time getting excited about prosaic back-office banking businesses tied to maintaining customer accounts and posting daily transactions.
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The Wall Street cicada index; These bugs may get better returns than Warren Buffett
MarketWatchWhen billions of cicadas descend on the northeast this summer, only two types of people will be smiling: entomologists and, perhaps, stock investors.
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Spotlight; Rebound at Third Avenue Value Fund
WSJ.comA new vulture appears to have found his wings at Third Avenue Value, but regaining investors' trust is taking time.When legendary "vulture" investor Martin Whitman left the fund a little more than a year ago, Ian Lapey, his co-manager and ...
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Insurers to Annuity Owners: We Don't Want More Money; In an effort to reduce risk, companies restrict additional funds for some of their most-generous products
WSJ.comIt isn't often a business says, "Thanks, but no thanks," when you try to invest more money with it.But that is what a growing number of life insurers are saying to people who, years back, bought the retirement-income product known as a ...
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Don't Pay High Fees for Index Funds
WSJ.comYou might think that a plain-vanilla index mutual fund is synonymous with low fees. But some such funds are charging expenses that might make even a high-turnover momentum-fund manager blush.
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Mixing It Up; Sell Some Stock If Retirement Is Near; With stock indexes strong, investors should sell some winners to build cash, this adviser says
WSJ.comTake some money off the table. That's the recommendation of Kent Kramer, an adviser in Des Moines, Iowa, who says that with stock indexes at record levels, pre-retirees should consider selling some shares and setting aside the proceeds.
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BlackRock CEO Sees Money Fund Fix
WSJ.comBlackRock Inc. Chief Executive Laurence Fink said stricter regulation could be on the way for the $2.6 trillion money-market-fund industry, in which BlackRock is a major player.
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Fund Performance; Promising New Funds From Old Hands; These funds have beaten their peers in their short lifetimes and are run by pros with lots of experience
WSJ.comFirst impressions can be misleading.When a new stock fund gets off to a great start—or a terrible one—it may be only a function of luck. To figure out which new funds are truly promising, many investors and advisers wait for them to post at ...
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Taking the Reins to Cut Down on Risk
WSJ.comIt isn't easy for workers with target-date mutual funds to guard against the risk of bond losses.Part of the challenge is that target-date funds are designed to be a one-stop solution for workers who don't have the time or inclination to ...
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Meet Your Adviser. Just Not in Person. Investors increasingly turn to advisory services provided by online trading models
WSJ.comNEW YORK—More investors are taking the do-it-yourself route.It's well known that registered investment advisers are grabbing market share from traditional brokerage firms. But another trend appears to be encroaching on the business of the ...
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Strong Gains, But...
WSJ.comThe first quarter of 2013 was another strong period for the stock market, with the Standard & Poor's 500-stock index returning 10.6% (including dividends). That boosted the three-year track records of target-date funds for retirement. ...
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Around the World With MFS
Barrons.comAfter graduating at 20 from the University of Massachusetts at Lowell, Rob Manning went to work for MFS Investment Management as an analyst of the steel industry's high-yield bonds. Now 49, Manning is CEO of the company, which manages $350 ...
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Where to Place Health Bets
Barrons.comFund Scope|ScoreboardInterest in health-care funds is feverish.Domestic funds in this sector attracted close to $3 billion in fresh cash during the first quarter, almost as much as the $3.8 billion they raked in for all of 2012, according ...
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Look for the Value in Value Funds
Barrons.comThe markets' cheapest stocks have been on a tear—and the value managers who buy them are taking advantage. But value is in the eye of the beholder, and investors should make sure they select a style they can stomach.
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Investment Strategy; A 401(k) Defense Against Rising Rates; 'Stable value' accounts are likely to fare better than bond funds when interest rates head up again
WSJ.comThey're as boring as they sound. They're more complex than they seem. But stable-value accounts can be a smart option for the most conservative slice of a 401(k) portfolio, especially in the current interest-rate environment.
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Is that mutual fund overpriced? Commentary: How to tell when a fund’s costs are too high
MarketWatchAre your mutual funds worth what you are paying to own them?Most investors answer that crucial question backwards, saying that the fund’s results either do or do not justify the money the percentage that management keeps for itself.
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IMF Warns Easing Could Threaten Future Stability
WSJ.comWASHINGTON—Money-market mutual funds could face widespread investor panic if debt markets suddenly sour, the International Monetary Fund warned Thursday in a report likely to put added pressure on U.S. regulators to tighten rules for the ...
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QUARTERLY MONITOR; A Look at Fund Performance and Where Investor Money is Moving
WSJ.comU.S. Stocks Delivered Gains...U.S. stocks started 2013 strongly, with the average diversified domestic-stock mutual fund returning 10.2% in the three months through March, according to the Lipper unit of Thomson Reuters Corp.
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Mutual Funds Take In More Investor Dollars
WSJ.comLong-term mutual funds drew in $9.12 billion in the latest week, as equity, bond and hybrid funds all posted growth, according to the Investment Company Institute.
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Stocks Are Back -- And So Is Japan
Barrons.comInvestor confidence is finally recovering from the financial collapse. An improving U.S. economy and healthy corporate profits mitigated concerns over Cypriot woes and North Korean saber-rattling, sending investors back into equity mutual ...
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Index Mutual Funds Challenge ETFs on Costs
WSJ.comMarketed for years as the low-cost alternative, exchange-traded funds are facing a rising challenge from an old foe--index mutual funds.It is an ironic twist for a fast-evolving market that traces its roots to such traditional funds, notes ...
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India Gold ETF Demand Slows
WSJ.comMUMBAI--Indian investment demand in paper gold during the last financial year slowed to its lowest level since its launch in 2007, as falling prices and a decline in the precious metal's safe-haven appeal damped investor appetite.
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How an Upstart Fund Beat Its Daddy
WSJ.comBill Gross is beating himself up—in more ways than one.In the monthly investment outlook he released this past week, the co-founder of Pimco, who oversees $2 trillion in investments, asked: "Am I a great investor?" His answer: "No, not ...
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'Unapologetically Bullish'? Not Quite
Barrons.comThe problem with satire is that it sometimes isn't recognized as such. No doubt some readers of Jonathan Swift's "A Modest Proposal" took literally his endorsement of eating babies as a solution to Ireland's poverty. The dim-witted are ...
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The Experts: What's the Most Valuable Thing Washington Could Do for Investors in Funds and ETFs?
WSJ.comWhat's the most valuable thing Washington could do for investors in funds and ETFs? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth online discussions of ...
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No Golden Opportunity in Multi-Alternative Funds
Barrons.comWith bond investors bracing for an inevitable rise in rates and stock investors unsure whether this five-year run is for real, it's easy to understand the quest for something different. But "something different" isn't always "something ...
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In Translation: Consumer Staples and Durables
WSJ.comStock strategists often talk about two groups of companies that sell goods to individuals: makers of "consumer staples" and makers of "consumer durables."
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Gold's Fall Takes Toll on Funds
WSJ.comThe drop in the price of gold has sapped the returns of many mutual funds that had built up significant stakes in the precious metal and the companies that mine it, underscoring how common gold holdings have become, even in funds that ...
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Exchange-Traded Funds; Orders That Go Beyond Basic 'Buy' and 'Sell'; Limit orders allow you to specify a price at which to trade. But in a panic, they may not work as planned.
WSJ.comInvestors in exchange-traded funds who don't carefully manage the way they make trades could be leaving money on the table when they venture into the market, many investment pros say.
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Blended Funds Keep Investors Put, But Performance Varies
WSJ.comNEW YORK--Investors in so-called asset allocation funds, such as target-date and absolute-return funds, suffer less often from the chronic condition that affects others: a nervous impulse to jump in and out of the markets.
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Managers Trek to Omaha In a Crush of Buffett Fans
WSJ.comAs attendance at the annual Berkshire Hathaway Inc. shareholders' meeting has ballooned over the years, mutual-fund managers say it's become trickier to land some personal time with Warren Buffett—but easier to take a piece of him home.
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Spotlight: Vanguard Dividend Appreciation ETF; Stock Payouts To Depend On
WSJ.comWith interest rates so low, high-dividend stocks are popular. But funds that focus on such stocks can be volatile, because they often invest in companies with lower-quality business fundamentals from a small range of sectors.
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Large Dell Holder Sells Stake After Blackstone Pullout
WSJ.comThe Oakmark Funds, a group of mutual funds that were one of Dell Inc.'s larger shareholders, sold their stake after Blackstone Group LP withdrew its potential bid for the PC maker, Oakmark said Wednesday.
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A Different Approach
Barrons.comJesper Madsen runs a China fund, but you'll rarely hear him talk up that nation's superfast growth rate, its potential to overtake the U.S. as the world's largest economy, or any other clichés popular among investors. Instead, the lead ...
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Investment Strategy; More Funds Shut Doors to New Investors
WSJ.comJust as some investors are coming back into the stock market, more mutual funds are closing their doors to their money.In the first quarter of this year, 18 funds had so-called soft closures, according to Morningstar Inc., meaning they are ...
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Financial Advisers; Questions to Ask Your Adviser About Fees; The way compensation is set up can create conflicts and raise your costs. So know how you're paying.
WSJ.comWhen opening an account with a financial adviser, investors typically receive a stack of documents that explain, among other details, how the adviser gets paid. But it seems few people understand this information.
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A Picky Fund Manager's Top Picks
Barrons.comWith a daughter who is a three-time Olympian in saber fighting, Robert Zagunis knows the importance of strategy and endurance.These skills are reflected in the track record of the Jensen Quality Growth Fund (ticker: JENSX), a four-star ...
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When funds play the blame game, you lose; Commentary: Worrying about mistakes leads managers to make them
MarketWatchLONG BEACH, Calif. (MarketWatch) — If you own a mutual fund that consistently underperforms and you’re looking for someone to blame, perhaps the managers’ bosses are eager to find a scapegoat, too. If so, that could be where they went wrong ...
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'Target' Funds Vulnerable to Rate Rise
WSJ.comMillions of workers saving for retirement risk losing part of their nest eggs if interest rates jump.The cause for concern: target-date mutual funds, designed for investors who lack the time or expertise to balance their investment ...
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Is there gold in your 401(k)? 5 mutual funds hammered by the yellow metal
MarketWatchIt’s not just gold bugs getting hit by the yellow metal’s sharp decline.Stocks of gold mining companies received a lot of attention from investors over the past several years, with high gold prices flowing directly to their bottom lines. Of ...
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Earning Their Keep
Barrons.comIt's not easy being an active fund manager these days. Market information that was once available to a privileged few now flows freely and quickly. Index funds and exchange-traded funds, meanwhile, make it possible to implement simple or ...
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Retirement Planning; Job Hoppers: Don't Forget Saving; As 20-something workers move around, focusing on the long term can be tough
WSJ.comSometimes it's graduate school. Sometimes it's restlessness. Sometimes it's simply layoffs.Whatever the reason, millennials tend to hopscotch between jobs early in their careers. And that can pose a challenge to retirement savings.
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Hey, Fund Companies: Share the Wealth
Barrons.comA handful of pension funds and trusts are suing giant asset managers, including BlackRock (ticker: BLK) and State Street (STT), over the arcane realm of securities lending. The claim: The firms kept too much profit from this corner of fund ...
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Leaders & Laggards -- First-Quarter 2013
Barrons.comCATEGORY RETURN BEST FUND RETURN WORST FUND RETURN Large-Cap Core 10.31% Smead Value Institutional / SMVMX 15.14% Huntington Dscpld Eq Tr / HDETX ...
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Regulation; A Wish List of Regulatory Changes for Investors; Four experts suggest how Washington officials could benefit individuals buying mutual funds
WSJ.comNew leadership is coming to the Securities and Exchange Commission with the nomination of Mary Jo White as SEC chairman.So it seemed just the right time to ask mutual-fund and investing experts: What do you think officials in Washington ...
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Big 401(k) Mistakes … and How You Can Avoid Them
WSJ.comWhat you don't know about your 401(k) could hurt you.Millions of Americans are counting on their 401(k) to fund their golden years. But financial advisers say some people may be making mistakes with their 401(k)s that could hurt them now ...
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Student Starting College This Year? A 529 Savings Plan Might Still Help.
WSJ.comFor parents sending high-school seniors to college in the fall, here's a surprising financial tip: Contributing to a 529 plan even just months before the first tuition payment is due will qualify the account owner for a tax benefit in many ...
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Derivatives-Tax Plan Concerns Industry
WSJ.comThe Obama administration's proposal this week to change the way some derivatives are taxed signals common ground with Republicans on a potentially difficult and divisive tax issue that could have far-reaching implications for investors.
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Regulators See Risk in Wall Street's Use of Short-Term Funding
WSJ.comWASHINGTON—The short-term funding markets that major Wall Street banks rely on and which were a source of volatility during the 2008 financial crisis continue to pose risks to financial stability, a group of top federal regulators warned ...
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Went to Omaha, all I got was a Buffett bobblehead; Bigger crowds, less face time at Berkshire Hathaway’s annual meeting
MarketWatchAs attendance at the annual Berkshire Hathaway Inc. shareholders’ meeting has ballooned over the years, mutual-fund managers say it’s become trickier to land some personal time with Warren Buffett—but easier to take a piece of him home.
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Need to Know; Get Those Required Withdrawals Right; At 70½, rules for minimum distributions from retirement plans kick in. Here's how to avoid penalties.
WSJ.comMillions of Americans know the advantages of putting money into tax-deferred retirement savings, such as 401(k) plans and individual retirement accounts. And many know that the government will get its share eventually. Withdrawals are ...
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Sector Investing; Funds to Fine-Tune Technology Exposure; These four funds focus on areas of tech and communications where analysts see rapid growth
WSJ.comFund investors can get considerable exposure to technology stocks through broad index funds—such as those tracking the Standard & Poor's 500-stock index, which was 16% in tech as of March 31. Some people also own broad tech or ...
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Test your mutual-fund knowledge; Commentary: A pop quiz no one should buy funds without passing
MarketWatchElizabeth P. is a 50-something widow in Madison, N.J., who is now controlling the mutual fund portfolio she and her late husband put together over the last two decades.
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Do you own too much Apple and gold? Commentary: Why both investments dominate so many portfolios
MarketWatchIf your mutual funds have been disappointing this year — at a time when the market is up about 9% year-to-date — there are three likely causes:Apple Inc.
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Beware of Index Funds That Aren't; The new generation of investments aren't nearly as passive— or as cheap—as you might think
WSJ.comIndex funds aren't always what you think they are. And your innocence could cost you.To most investors, of course, index funds are passive investments, providing returns that basically mirror the market they are designed to follow. They ...
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All in the Family
Barrons.comIn the late 1990s, Villere & Co., a venerable family-owned New Orleans money manager, needed to fix a problem.The firm was turning away potentially valuable business because there was no way for retail investors to put small sums into ...
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Why sharp fund, ETF gains can cut both ways; Strong second quarter for stocks hinges on improved U.S., global growth
MarketWatchSAN FRANCISCO (MarketWatch) — With U.S. stocks setting records and many international markets suffering setbacks, investors in mutual funds and exchange-traded funds begin the second quarter of 2013 with more concerns and less clarity than ...
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SEC Spares UBS a Worse Fate
Barrons.comFund Scope | ScoreboardThe Securities and Exchange Commission on March 13 granted UBS Financial an exemption that generated little attention. The firm's application for this forbearance had been duly published in the Federal Register in ...
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Taking an Alternative Approach to Index Funds
WSJ.comInvesting's "new normal" is spurring more portfolio managers to say they're willing to try alternative ways to tap into low-cost index funds.
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The Patient Investor
Barrons.comKathleen Gaffney had her sights set on a job at Fidelity when she graduated from the University of Massachusetts at Amherst in 1983. But that was at the height of the fund industry's heyday; competition was fierce, and the economy was ...
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Amid the Dow's Record, Time for Stock Pickers
WSJ.comThe Dow Jones Industrial Average is reaching new records as corporate earnings seem to be returning to steady, if slow, growth. That means it could be time for stock-picker funds to shine.
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When Funds Lend Out Securities, Do Investors Get a Fair Share?
WSJ.comDespite recent regulatory efforts, fund fees remain murky to most regular investors. But a high-profile investor lawsuit against BlackRock, whose iShares funds dominate the business of exchange-traded funds, may finally shine a light on one ...
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Former Morgan Keegan Fund Directors to Settle With SEC
WSJ.comEight former directors of Morgan Keegan Inc. mutual funds have agreed to a deal with the Securities and Exchange Commission to settle a civil enforcement action that attracted attention because of the agency's wider efforts to hold fund ...
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S&P Milestone Marks Investors' Embrace of Stocks
WSJ.comThe Standard & Poor's 500-stock index's grind to a record high marks a milestone after a long slog back from financial-crisis lows.It comes as investors appear to be warming up to stocks for the first time in many years, as good news in ...
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'Junk' Bonds Signal Trouble
WSJ.comHigh-yield bond prices are perched at record highs, but there are signs of trouble ahead.That means investors must keep a keen eye on the high-yield bond mutual funds they own—and should favor actively managed mutual funds over passively ...
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The Experts: Are Higher-Than-Average Fees Worth It for Funds With Great Track Records?
WSJ.comShould investors accept higher-than-average expenses to get a fund with a great track record? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth online ...
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The Best ETF Strategies for Japan
Barrons.comInvestors are anticipating a historic shift in Japan's monetary policy—a shift they expect to finally shake Japanese stocks out of a 20-year slumber. Prime Minister Shinzo Abe had signaled his intent for aggressive monetary stimulus even ...
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How Funds Massage Numbers, Legally
WSJ.comMost investors are familiar with the boilerplate disclaimer that past performance doesn't guarantee future results. Far fewer are aware of how past performance numbers themselves can be misleading.
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Fishing for Value
Barrons.comSpend a few minutes talking with GoodHaven managers Larry Pitkowsky and Keith Trauner, and it's quickly apparent that these two have been working together closely for a while. "It's a bit like a marriage," says Trauner. "After 10 years, ...
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Beware the Bond Liquidity Trap
WSJ.comWhat Great Rotation? Despite rallying equities, retail investors are still pouring cash into bonds. But if sentiment turns, investors could be in for a nasty surprise: Regulatory changes designed to make the banking system safer may have ...
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Investing for Income; Investors Seek Yield in Emerging Markets; Those frustrated with low rates in the U.S. can choose bonds issued in dollars or in local currencies
WSJ.comWeary of low interest rates at home, bond-fund investors have been heading to emerging markets.Within this niche, investors can choose funds that primarily buy bonds denominated in local currencies or those that focus on bonds denominated ...
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ETNs Take Off. But…; …the popularity of these notes still pales in comparison to exchange-traded funds
WSJ.comIn this year when the exchange-traded fund turned 20, the exchange-traded note will soon celebrate its eighth birthday. While the ETF has taken its place as an adult among financial products, the ETN is still more of a gawky kid trying to ...
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How to Find a Good Financial Adviser
Ask the right questions before you hand over your money
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How to Create an Investment Portfolio
A balanced portfolio can have a bigger impact on long-term performance than individual stock picking
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How to Invest for Retirement
Investing for retirement is more complicated than opening an IRA or maxing out your 401(k)
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How to Choose a Stock Mutual Fund
When choosing a stock mutual fund, consider performance, manager track record and cost before investing.
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How to Invest in a CD
Even in times of interest rate uncertainty, a certificate of deposit (CD) can still be part of your cash strategy.