Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-adverse bias, according to recent fund flows. Year-to-date through July, investors have yanked $17.8 billion from equity mutual funds, with outflows of about $31...
These are the times that try men's souls. -- Thomas Paine
Tom Paine should have been a financial advisor. Attempting to bolster the spirits of Continentals after a retreat from a superior British force in the winter of 1776, Paine wrote, “The...
PowerShares QQQ (QQQ) has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points, according to Morningstar. Investors have taken...
Ever since the first index-tracking fund was launched the early 1970s, investment pundits have been throwing brickbats at each as they debate the merits and the costs of active management. You know the argument. It basically boils down to this: &...
With interest rates and inflation expected to rise in the months ahead, investors and advisors are focusing their attention on managing the risks in their fixed income portfolios, according to panelists at Wednesday’s Closed-End Funds and...
“Close” may be good enough for horseshoes and hand grenades, but it just doesn’t cut it for exchange-traded product (ETP) returns. Investors and their advisors are often surprised by the disparate results obtained from their...
Should you pay attention to Morningstar’s star ratings? No, say a growing number of advisors. The stars are based on risk-adjusted past performance, and the past doesn’t necessarily predict the future, the advisors say. Instead of...
New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, say ETF consultants.