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.
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By Jane Wollman RusoffAfter creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 26, 2023
Fed Raises Interest Rates to 22-Year High, Leaves Door Open for MoreThe quarter percentage-point hike lifted the target range for the Fed's benchmark federal funds rate to 5.25% to 5.5%, the 11thncrease since March 2022.
July 21, 2023
Bob Doll Checks In on His 10 Predictions for 2023Five predictions are on track, while one looks now to be a "misguided guess," Doll says.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.
July 18, 2023
Gundlach Tangles With Ex-Partners Over Value of DoubleLine StakesThe drawn-out litigation is one of several recent spats among mega alternative asset managers.
July 17, 2023
Larry Swedroe: This Big Investing Mistake Could Tank Your Clients' RetirementA 60/40 portfolio could shortchange investors over the next 30 years, the Buckingham Strategic Wealth strategist tells ThinkAdvisor.
July 17, 2023
El-Erian: Don't Fight the Soft Landing IdeaThe Allianz chief economic adviser doesn't see a near-term recession.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.