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Financial Planning
March 1, 2013
Charles Paikert |
Mutual Funds Show a Boom Stock funds soar as grim forecasts prove overly pessimistic.   |
Financial Planning
March 1, 2013
Joseph Lisanti |
As ETF Fees Drop, New Issues to Consider Expense cuts and other factors have advisors recalculating which funds have the best payoff for clients. |
On Wall Street
March 1, 2013
Tom Roseen |
Fund Documents Can Reveal Hidden Gems Annual reports, prospectuses, and statements of additional information from fund families provide information for investors that can be very instructive about their fund s relative tax efficiency. |
Registered Rep.
February 12, 2013
Brad Zigler |
Got Gold (as in GLD)? Is the gold rally puttering out? Reading options and funds tea leaves. |
Registered Rep.
January 23, 2013
Brad Zigler |
"Hedge" Is the Word for 2013 In 2013, the market for alternative investment exchange-traded products seems to revolve around one word. That word is "hedge." Judging by their proportion of regulatory filings and launches last quarter, product sponsors are keen on risk-controlled equity and bond plays. |
Registered Rep.
January 16, 2013
Stan Luxenberg |
The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany. |
Financial Planning
February 1, 2013
Laton McCartney |
ETF Data: Big Bonanza With net inflows of $191 billion in 2012, ETFs had their best year ever. Housing sector funds led the gainers, while green energy funds dimmed. |
Financial Planning
February 1, 2013
Ilana Polyak |
Fund Manager Profile: Matthew 25's Mark Mulholland Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half. |
On Wall Street
February 1, 2013
Lorie Konish |
Emerging Markets Innovation Two former UBS executives are determined to change how investors access emerging markets by targeting specific sectors and themes. |
Registered Rep.
December 31, 2012
Brad Zigler |
Eight Novel ETFs Looking to Break Into 2013 These proposed funds run the gamut from simple to complex. All are intriguing. |
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