Mutual Funds & ETFs

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  1. Articles

    Gold goes on a safe-haven rally in the wake of Paris attacks

    Breakfast with Benjamin: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

  2. Articles

    The endless and irrelevant financial woes of presidential candidates

    Breakfast with Benjamin: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

  1. Articles

    Goldman Sachs benches its BRIC strategy

    Breakfast with Benjamin: Brazil, Russia, India and China assets are down 88% since their 2010 peak.

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    Chinese stocks go from a sell to a buy just like that

    Breakfast with Benjamin: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

  3. Articles

    The best- and worst-performing target date funds

    Best Practices The 3rd annual Best Practices Awards and Workshop was held Oct 13 and was an opportunity for elite advisers to take a deep dive into the 2015 Adviser Comp & Staffing Study results, and learn the top firms excelling in human capital management and technology. Stay tuned for 2016

  4. Articles

    How to work infrastructure funds into clients' portfolios

    Three allocation strategies that could let clients tap into the global infrastructure boom

  5. Articles

    Advisers flocking to an ETF that costs more than a mutual fund

    First Trust Dorsey Wright Focus 5 offers easy way into a popular sector rotation strategy.

  6. Articles

    Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase

    Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.

  7. Articles

    DOL supports ESG fund use in 401(k) plans

    New guidance amends old rules that had a 'chilling effect' on ESG fund use in ERISA plans.

  8. Articles

    A new option for income generation: High dividend, low volatility ETFs

    Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk

  9. Articles

    Is your 529 college plan one of the four with Morningstar gold?

    Improvements to some plans include lower fees and an added layer of investment consultants.

  10. Articles

    Bond funds slump amid global crises and Fed inaction

    At the time of our last quarterly review, the Greek debt crisis was front and center, spinning off volatility and vitriol as creditors and debtors slugged it out for supremacy.

  11. Articles

    China casts a pall over global markets in third quarter

    Global markets took it on the chin in the third quarter, with fears of slowing global growth, Federal Reserve tightening measures, slumping commodity prices and drug-pricing issues sending the major indexes down during the quarter more than 10% from their recent market highs.

  12. Articles

    Recent market volatility draws SEC scrutiny of ETFs

    Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.

  13. Articles

    Gold rises from the dead

    Breakfast with Benjamin: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.