Tue, 30 Dec 2008 16:21:01 EST
Mutual fund assets fall nearly 3% in November
The combined assets of the nation's mutual funds decreased by nearly 3% in November, according to a report released Tuesday. |
Mon, 29 Dec 2008 04:15:28 EST
Crashproof funds? Don't count on it
In a year when stocks have sunk more than 40% and even supposedly safe bond funds are down, all you probably want is a little peace of mind -- or an investment that won't sink with the rest of your portfolio. |
Sun, 30 Nov 2008 11:48:24 EST
Stock mutual funds take in $10.4 billion
Money flowed into equity mutual funds in the latest week, reversing the outflow of the previous week, according to data released a fund research firm. |
Thu, 13 Nov 2008 09:30:18 EST
What went wrong with value funds
Value investors have a simple, elegant strategy. They buy a stock trading cheaply relative to the company's earnings or business value and then patiently wait for the market to catch on to how wonderful it is. |
Wed, 12 Nov 2008 09:35:20 EST
Good buys in bond funds
If you were counting on your fixed-income funds to prop you up in tough times, it's been a cruelly disappointing year. Although the news headlines focus on falling stocks, the fear of bad credit is at the heart of this financial crisis - and a bond, after all, is nothing but a loan. Every category of bond fund is down in 2008, making this one of the worst years ever for bond investors. While disheartening, the beating that bonds have taken has some analysts pointing to a buying opportunity - if you're patient. |
Wed, 12 Nov 2008 04:47:07 EST
The bear market goes global
Is the international investing game over? |
Thu, 16 Oct 2008 12:41:18 EDT
Warning: Extra yield - extra risk
When you stash your cash away, you probably don't give that much thought to the risks involved. After all, it's safe, liquid cash - not shares of Lehman Brothers. |
Thu, 16 Oct 2008 12:43:33 EDT
How to spot hidden fund fees
Question: I know target-date retirement funds have management fees, but they buy other funds (which have their own management fees). So how can I tell the total amount I'm being charged? --Lee Gehrmann, Long Neck, Del. |
Wed, 08 Oct 2008 09:07:07 EDT
Making money in this market? Here's how
How bad is this bear market? Out of thousands of offerings, only one mutual fund focusing on U.S. stocks is up this year. You read that right - one! |
Wed, 17 Sep 2008 04:44:58 EDT
Mutual funds vs. private money managers
Question: What is your opinion of brokerage-managed accounts? Are these separately-managed accounts a good way to have your money managed? |
Thu, 04 Sep 2008 09:07:31 EDT
What not to buy in a bear market
"Look at how well these investments performed during the 2000-02 bear market!" This is the line I've been hearing from mutual fund companies and other investment providers trying to sell me on the superiority of their products (and get me to put clients into them). |
Wed, 27 Aug 2008 09:40:47 EDT
Foreign ETFs to buy now
Question: After reading thru your column Missing the Boat on International Funds, I'm totally on board with staying away from U.S. stocks. However, I have not found any info on which overseas stocks to look into. Can you give me any insight into foreign ETFs? |
Thu, 31 Jul 2008 10:15:45 EDT
The wild world of frontier funds
Where in the world can you get good returns these days? The gains from foreign equity funds are mighty tempting, especially those of emerging market portfolios, which, despite a recent slump, are up an annualized 25% over three years. |
Wed, 30 Jul 2008 12:15:29 EDT
How's your global portfolio?
Question: I agree that it is misleading for planners to show clients results of their global portfolio compared with the raw S&P 500, stripped of dividends. Does the Mole have a suggested alternative for the best way to show clients the results of their global portfolio? |
Wed, 09 Jul 2008 10:09:29 EDT
Why pension funds beat mutual funds
Are you happy with how well your mutual funds are doing? |
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