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Financial Planning
February 1, 2011
Donna Mitchell
Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010. mark for My Articles similar articles
Financial Planning
August 1, 2011
Donna Mitchell
Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter. mark for My Articles similar articles
Financial Planning
May 1, 2010
Donna Mitchell
Equities Perk Up After a weak January and middling February, the stock market hit its stride in March, lifting most mutual fund sectors into positive territory. mark for My Articles similar articles
Registered Rep.
September 1, 2011
Diana Britton
Retail Investors Still Risk Averse, Pull Money Out of Equity Mutual Funds Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-averse bias, according to recent fund flows. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donna Mitchell
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. mark for My Articles similar articles
Financial Planning
February 1, 2012
Donna Mitchell
Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donna Mitchell
Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability. mark for My Articles similar articles
Registered Rep.
November 24, 2010
Diana Britton
Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say. mark for My Articles similar articles
Registered Rep.
January 6, 2011
Diana Britton
Muni Bond Outflows Could Last For Months; Equities Funds Gain in Popularity According to Lipper data, municipal bond mutual funds saw outflows of about $7 billion in November and $7.8 billion for the first four weeks of December. mark for My Articles similar articles
Financial Planning
July 1, 2012
Donna Mitchell
No Longer Soaring Exchange-traded funds started the year strongly, but many retreated in April and May, as concerns mounted about the sputtering U.S. recovery, the future of the euro zone and the slowing pace of growth in China mark for My Articles similar articles
Financial Planning
May 1, 2006
Elizabeth O'Brien
Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good? mark for My Articles similar articles
Financial Planning
February 1, 2005
Kristen French
Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead. mark for My Articles similar articles
Financial Planning
May 1, 2012
Donna Mitchell
On a Positive Note Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors. mark for My Articles similar articles
Financial Planning
May 1, 2005
Pamela Black
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. mark for My Articles similar articles
Financial Planning
November 1, 2007
Kathy Gevlin
In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters. mark for My Articles similar articles
The Motley Fool
May 20, 2010
Amanda B. Kish
This Rally Is So Over While bonds still serve a vital role in every investor's portfolio, just make sure you're not banking your entire future on them. mark for My Articles similar articles
On Wall Street
March 1, 2012
Tom Roseen
Recent Losses Continue to Haunt Equity Investors Over the last 87 years the number of years of equity outperformance (63) handily beat the number of years of underperformance (24). Armed with this knowledge, we shouldn't let the fear of loss alone drive our investment decisions. mark for My Articles similar articles
The Motley Fool
September 13, 2007
Dan Caplinger
Make a Mint With Munis With falling yields elsewhere, municipal bonds look more attractive. Traditionally difficult to buy, it is now a little easier to purchase them with a new ETF, the iShares S&P National Municipal Bond Fund. mark for My Articles similar articles
On Wall Street
February 1, 2012
Christine Albano
Retail Muni Bond Market Is Ripe For Opportunity Municipal managers and analysts are optimistic about the year ahead, though most have been cautioning that 2012 will not see the double-digit returns of last year. mark for My Articles similar articles
Financial Planning
July 1, 2009
Donald Jay Korn
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds. mark for My Articles similar articles
Financial Planning
November 1, 2011
Donna Mitchell
They Can Live With AA+ After a third quarter in which markets skidded and tumbled to the close, Treasuries were in their glory. The U.S. long government bond category was the only one whose performance was in the double-digit range. mark for My Articles similar articles
Financial Planning
July 1, 2009
Stacy Schultz
Looking Up ETFs began 2009 deep in negative territory. But as the S&P 500 climbed over the next three months, ETFs also prevailed. Equity funds performed strongly across the board, pushing many sectors into double-digit returns for the year. mark for My Articles similar articles
Financial Advisor
October 2011
Juliette Fairley
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. mark for My Articles similar articles
The Motley Fool
March 30, 2009
Liz Peek
Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds. mark for My Articles similar articles
On Wall Street
September 1, 2012
Matthew Lemieux
Market Uncertainty Drives Investors Toward Index-Based Equity Funds European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds. mark for My Articles similar articles
Financial Planning
August 2, 2007
Kathy Gevlin
Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market. mark for My Articles similar articles
Financial Advisor
September 2010
Riva D. Atlas
The Muni Minefield Why a diversified portfolio of municipal bonds may be a safe place to invest despite the harsh words against them. mark for My Articles similar articles
The Motley Fool
July 6, 2009
Dan Caplinger
You Shouldn't Have Missed These Winners Since it's impossible to predict with any certainty exactly which category may be tomorrow's big winner, the best strategy for most investors is to own some of everything by owning mutual funds in different categories. mark for My Articles similar articles
The Motley Fool
December 4, 2006
Dan Caplinger
10 Trillion Reasons to Invest Mutual funds keep raking in the money. mark for My Articles similar articles
Financial Planning
May 1, 2007
Kathy Gevlin
Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter. mark for My Articles similar articles
On Wall Street
May 1, 2010
Elizabeth Wine
Boom Times for Mutual Funds The numbers are in. Good news, everyone's a genius again. A year after the market hit bottom, you wouldn't know there was a recent recession judging from the performance of mutual funds. mark for My Articles similar articles
Financial Planning
August 1, 2006
Elizabeth O'Brien
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. mark for My Articles similar articles
The Motley Fool
December 8, 2010
Dan Caplinger
Are U.S. Investors Coming Home? ETF flows are starting to change direction. mark for My Articles similar articles
Registered Rep.
February 1, 2012
Diana Britton
IMCA Roundup: A Ray of Hope in Equities, Munis A panel of high-profile investment strategists at the Investment Management Consultant Association's conference in New York found a few rays of sunshine beginning to peak through the gloom: equities and municipal bonds. mark for My Articles similar articles
The Motley Fool
November 19, 2010
Dan Caplinger
Has the Next Meltdown Begun? The municipal bond market is feeling the hurt. mark for My Articles similar articles
Financial Planning
February 1, 2006
Bob Hirschfeld
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. mark for My Articles similar articles
Financial Planning
December 1, 2010
Sheila Amoroso
The Truth About Munis With budget woes a daily news staple, state and local governments are taking steps to address the issues. Amid this uncertainty, it's important to understand some truths about investing in munis. mark for My Articles similar articles
The Motley Fool
July 31, 2007
Amanda B. Kish
It's Only Natural ... Resources In recent months mutual funds focused on natural resources have been turning in impressive gains. Strong world demand, especially from China and India, is boosting share prices of the stocks in which these funds invest. mark for My Articles similar articles
The Motley Fool
January 25, 2010
Dan Caplinger
Is California Dreamin'? Muni bonds are pricing in disaster. mark for My Articles similar articles
Financial Planning
October 2, 2007
Dakin Campbell
The Bond Buyer Market fallout hits muni bond mutual funds. mark for My Articles similar articles
Financial Advisor
June 2011
Garth Scrivner
Information Overload Our job as advisors is to help clients create a framework that helps them understand events and takes the emotional aspects out of investment decisions. mark for My Articles similar articles
Registered Rep.
January 26, 2011
Diana Britton
Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time? mark for My Articles similar articles
On Wall Street
April 1, 2011
Investment Update: Change And Chaos Drive Demand Five experts on equities, bonds, retirement, actively managed exchange-traded funds and commodities offer their analysis of where to look for upside this year, and where to expect pitfalls. mark for My Articles similar articles
BusinessWeek
February 2, 2004
Young & Gutner
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. mark for My Articles similar articles
Financial Advisor
December 2006
Marla Brill
Clouds Gather Over Junk Bonds Financial advisors doing year-end portfolio tuning should give the high-yield portion of fixed-income investments a little extra scrutiny, and keep a close eye on their positions in 2007. mark for My Articles similar articles
On Wall Street
October 1, 2013
Jeff Tjornehoj
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. mark for My Articles similar articles
Finance & Development
September 2011
Rabah Arezki et al.
Municipal Fallout U.S. state bond markets are not insulated from each other but are from the federal bond market. mark for My Articles similar articles
Entrepreneur
September 2003
Dian Vujovich
Take Me to Your Leaders A new research tool helps you find leading mutual funds. mark for My Articles similar articles
Financial Planning
February 1, 2008
Stacy Schultz
Seeking Safety Ongoing debt problems sent investors running for cover in the fourth quarter. mark for My Articles similar articles
The Motley Fool
April 9, 2007
Amanda B. Kish
Are "Excellent" Funds Foolish? Part 3 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Overseas winners... High-yield winners... mark for My Articles similar articles