Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Nothing Beat Owning the S&P 500 This Year
By Vildana Hajric & Emily Graffeo"It's like we're almost in a melt-up," said David Kudla, founder of Mainstay Capital Management.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.
December 19, 2023
10 Dividend Stocks to Buy Now: MorningstarIn this analysis, yield is less important than reliable and durable dividends in companies with competitive advantages.
December 19, 2023
El-Erian: Fed Has a 'Real Problem'The markets expect rate cuts next year, even though Fed officials have pushed back against such expectations.
December 19, 2023
Vanguard Names New Head of Advisor Services UnitAmma Boateng will take over from Tom Rampulla, who is retiring after 35 years with the fund giant.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 18, 2023
BlackRock Sued by Tennessee Over 'Misleading' ESG StrategyThe lawsuit is the first by a GOP official against an investment firm for its ESG strategy.