Future Wealth
Nov 01, 2006
Alvin Toffler and his wife, Heidi, authors of the classic, Future Shock, argue that economists stink at forecasting, that wealth is moving from the West to the East
The Trouble with Performance-Based Fees
Nov 01, 2006
A handful of money managers have placed incentive fees on some of their funds, but inherent flaws and an unproven track record are enough to give advisors pause
Donating Real Estate
Oct 01, 2006
Real estate has been the fastest appreciating investment for many people during the past several years. With interest rates rising, however, recently there has been a softening of the real estate market in many parts of the country. Some...
The Best of Both Worlds
Oct 01, 2006
These days, baby boomer investors want both security and low fees. To get both, product makers are blurring the distinctions between mutual funds and annuities
Waiting Is the Smartest Part
Oct 01, 2006
Postponing Social Security payments is often a smart idea that leads to a healthier retirement
Long-Short Funds Catching On
Oct 01, 2006
Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market.
Hedgies Bet Cruise Is Still Top Gun
Oct 01, 2006
All of Tom Cruise's wacky antics haven't dried up his star power, or at least that's the bet of some unnamed hedge funds bankrolling him.
Investing on Faith
Oct 01, 2006
Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. According to figures from investment research firm Morningstar, religious mutual funds have increased their assets...
Mission USA
Oct 01, 2006
UBS rocks in Europe and Asia - but not in the USA. How new US retail brokerage chief Marten Hoekstra intends to improve the performance of the US unit
60 Seconds with...David Tyrie
Oct 01, 2006
David Tyrie, head of Putnam's retirement services unit, works directly with 401(k) sponsors and financial advisors. We sat down with Tyrie to get the latest dispatch from the front lines. Registered Rep.: What type of growth are you seeing in...
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