Mutual funds with good stewardship—fund companies that regard their investors more like partners than “other people’s money”—are more likely to deliver good risk-adjusted returns and have higher survivorship rates...
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...
In his tenth edition of "A Random Walk Down Wall Street," out this year nearly 40 years after the first edition launched, Malkiel says financial advisors do matter, after all.
Claims that fundamental indexes would outperform have so far been true. But is there enough data to build client portfolios around fundamental indexes?
American Funds, the nation's second-largest fund family, recorded substantial asset outflows last year. Yet, the fund family has been ultra-successful over the long term. Is it time to buy American Funds?
Municipal bonds have sagged recently. Analysts blame falling bond prices on a variety of causes, including rising interest rates and concerns about municipal defaults. Should you dump your bonds? No.
