Despite Long Bull Market, Fund Investors Are Still Cautious
Despite Long Bull Market, Fund Investors Are Still Cautious
May 10, 2011
Advisors don’t appreciate how cautious clients have become, said speakers at the Investment Company Institute’s recent general membership meeting in Washington yesterday. Despite two years of rising markets, clients continue to hold...
60 Seconds: Bill Mann
60 Seconds: Bill Mann
May 10, 2011
Portfolio manager at Motley Fool Asset Management, a division of The Motley Fool in Alexandria, Va.
Rising From the Ashes
Rising From the Ashes
May 03, 2011
In 2003, the mutual fund industry got slammed when the Securities and Exchange Commission started investigating the market timing and late-day trading activities of several fund families, including Putnam Investments, Janus Capital Group, Invesco...
Racehorses: Good For A Gamble, Bad For Investment
Racehorses: Good For A Gamble, Bad For Investment
May 02, 2011
The Kentucky Derby has been called the fastest two minutes in sports. But after the thoroughbreds thunder past the finish line at Churchill Downs during the 137th running of the storied race on May 7, another competition will begin to gather speed...
A Balanced Solution
May 01, 2011
When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to...
Preferred Partnership Freezes
May 01, 2011
Preferred partnerships (PPs) are very useful and versatile estate planning vehicles that have been around for decades, yet still appear to fly under the radar. From an economic perspective, a PP is often well-suited to act as a multi-generational...
Surf's Up
May 01, 2011
Former Federated Investors portfolio manager David Tice has found another use for his investing skills: Hollywood. Bloomberg reported that Tice has invested in Soul Surfer, a new movie about Bethany Hamilton, the award-winning surfer who returned...
The Money Talk
May 01, 2011
Whoever said it was painful to talk to your kids about sex? According to a new survey from ING Direct USA, parents are more prepared to talk to their kids about the birds and the bees than about money and finances. Only 26 percent are ready to...
Risk On, Risk Off
Risk On, Risk Off
May 01, 2011
During the first quarter, money flowed in and out of individual mutual fund asset classes faster than you could say, "volatility." Investors just couldn't decide whether to hold 'em or fold 'em. For example, the flow data shows how quickly...
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