Apr 01, 2010

Faced with the prospect of higher rates, what should you do? Some strategies to consider.

Active Funds that Take Less Risk than Their Indexes

Mar 26, 2010

Investors have been pouring into index funds of all varieties, including portfolios that track emerging markets and municipal bonds. But much of the attention has focused on funds that fit in the large blend box. Popular choices include Vanguard...

Bond Funds Facing Bleak Prospects?

Mar 17, 2010

Strategies to protect your clients' bond funds from rising interest rates.

ETFs, Not Dead Ringers

Mar 01, 2010

Last year ETFs, which are designed to track and mimic index returns, missed their targets by an average 1.25 percentage points.

Cheap And Easy

Mar 01, 2010

Portfolio strategies for ETFs that are low cost and easy to trade.

The Janus Fund Seeks to Balance Risk and Reward. And, Largely, Does

Feb 12, 2010

While some growth managers seek companies that are reporting the most rapid earnings gains, Janus Fund (JDGAX) avoids the highflyers. Instead, the fund favors predictable blue chips. The aim is to find dominate businesses that can grow steadily...

Time to Buy Japense Mutual Funds/ETFs? Some Suggested Funds

Feb 10, 2010

The FT reports today that “overseas investors bought up Japanese equities at the fastest pace in three years in January as global asset managers rebalanced portfolios towards the country’s equity market from underweight positions.” For more...

Will China Cause the U.S.’s Next Financial Debacle?

Feb 08, 2010

At last week’s TD Ameritrade Institutional’s national conference last week, there was much discussion about China. Is China’s growing economic might good for the U.S.? For the world? Is China, giving its despotic government...

Funds for the Nervous

Feb 01, 2010

To coax nervous investors into the markets, consider some of these quirky, yet risk-averse, funds.

Mutual Funds, ETFs, Hedge Funds Cutting Fees

Jan 27, 2010

Like hard-pressed retailers, investment managers have lately taken to lowering prices. Mutual funds and ETFs have cut expense ratios. Even exclusive hedge funds have reduced the fees they charge clients. Some of the fee cuts may be temporary...