Tag Archives: mutual funds
Interested in Management Investment Companies? In this video you will learn more about them including the difference between closed end and open end mutual funds. This educational video is part of Zions Direct University’s Beginner series. Read More
In a recent paper, Andrea Frazzini, David Kabiller and Lasse H. Pederson deconstruct the returns of Warren Buffett’s Berkshire Hathaway and, along the way, remind, us of some important rules for long term investment success. Read More
Duncan Richardson routinely keeps a quarter in his pocket, but it’s not spending money. The chief equity investment officer of investment manager Eaton Vance frequently digs the coin out and uses it as a prop to illustrate the drain that taxes can have on investments. Read More
Investing is about give and take. Consider growth-oriented companies, which are focused on building business and expanding market share. When the economy improves, their stocks are likely to rise more sharply than those of well-established companies. Read More
The stock market ended up going nowhere in 2011 despite a bumpy ride, and investors continued to hit the exits. For the fifth year running, they withdrew more cash from stock mutual funds than they put in. Bond funds continued to attract new cash. Read More
A surge of cashflow into a business can make it seem like a powerhouse. Yet its bottom line might be underwhelming after taxes and other expenses are figured in. The same can hold true with investing. Read More
Summer and the end of the year are popular times for investors to perform checkups of their mutual fund portfolios to see whether they’re on track with their savings goals. Read More
Fidelity Investments is taking a target-date approach to municipal bond investing, launching mutual funds designed to protect investors against the possibility of a loss just when they need to withdraw cash. Read More
It’s challenging to get a handle on where the economy is headed. The stock market rises on promising corporate earnings one day, only to slide on disappointing jobs data the next. Still, records are being set. Read More
Whew — another tax return finished. No more IRS-related headaches till next year. Well, maybe. Don’t let the relief you feel now cost you money as an investor. Read More
BOSTON (AP) — Whether you follow Wall Street or not, odds are you’re a mutual fund investor. Mutual funds are the foundation of 401(k) plans and individual retirement accounts. Yet many investors lack the patience to learn the finer points … Read More
Target-date mutual funds are changing, yet trying to stay true to their aim. They’re designed to help investors achieve long-term savings goals while leaving portfolio adjustments to the pros. As investors approach a target retirement date and have less appetite for risk, the mix of investments in the fund becomes more conservative. Fewer stocks and more bonds reduce the chances that an ill-timed market decline will cut deeply into savings just before or during retirement.
That set-it-and-forget-it appeal is big with hands-off investors. And these funds are often the default option for 401(k) enrollees who don’t specify how to invest money set aside from their paychecks. Read More
As a historic bull market reaches its second birthday, everyday investors are piling back into stocks, finally ready for more risk and hoping the rally has further to go.
The Standard & Poor’s 500 index has almost doubled since March 9, 2009, when it hit a 12-year low after the financial crisis. And the Dow Jones industrials are back above 12,000, about 2,000 points shy of their all-time high.
Little-guy investors appear to be on board. Since the beginning of the year, investors have put $24.2 billion into U.S. stock mutual funds, according to the Investment Company Institute. They withdrew $96.7 billion in 2010. Read More
Computers make managing money easier. They can remind you when a bill is due, and help you stick to a budget.
With investing, however, emotion often trumps automation. Many exited the stock market in late 2008 when it seemed the Dow might never stop falling. Well, the market roared back, and many anxious mutual fund investors missed out. Now they may be realizing they need a more disciplined approach. Read More