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The Case for Closed-Ends

Submitted by Joseph A. Clark on Wednesday, November 19, 2014 - 12:00pm

You don’t hear much about them, but closed-end funds offer a way to buy a good portfolio of securities, often for cheap. When markets fall (as they recently did and will again) CEFs can be attractive alternatives.

High Fund Fees’ Ill Effects

Submitted by Ted Parchman on Tuesday, October 28, 2014 - 12:00pm

We can’t control the markets; we can control the costs that help or hinder our investment strategy. What may seem like only a slightly higher fee today can add up to a significant cut of your net return over time. And the first step in minimizing fees is spotting them.

Currency Manipulation Mess

Submitted by Brenda P. Wenning on Tuesday, October 14, 2014 - 9:00am

Around the globe, government manipulation of currencies and stock markets are increasingly common. The likely outcome: a huge mess, menacing the world’s economies, including that of the U.S.

The value of money is variable. The currency of one country continuously fluctuates in value relative to the currency of every other country – and owing to global interdependence, those fluctuations can have a dramatically baleful economic impact.

A Simple Way to Shrink Taxes

Submitted by Nathan Sonnenberg on Wednesday, September 3, 2014 - 9:00am

After tax season, when they realize exactly how much tax they paid at home, a number of my friends, colleagues and clients asked me what they should do to reduce their taxes next year. While I’m not a tax professional, I certainly pay attention to tax rules and rates regarding investing.

My short answer to their question was – create a portfolio of low-fee, thoughtfully constructed stock index mutual funds or exchange-traded funds. Yet not all of them do the job for you. Here’s how to find the right one.

How to Tap the Energy Boom

Submitted by Walid L Petiri on Monday, August 11, 2014 - 9:00am

Odds are that the U.S. energy renaissance now under way will continue for some time. That means investing in energy companies should bring a bountiful result. But the menu of possibilities is dauntingly large. What works best? One answer: natural gas and an investment vehicle called a master limited partnership.

S&P 500: Bad Benchmark

Submitted by David John Marotta on Thursday, June 26, 2014 - 9:00am

The standard that the investment world most typically uses for the performance of mutual funds and other assets is the Standard & Poor’s 500 index. That usually is a bad idea because the S&P, which contains the largest valued stocks in the U.S., seldom reflects the investments you own.

Evaluating Active Mutual Funds

Submitted by Roger Wohlner on Monday, June 9, 2014 - 9:00am

If you’re like many investors, mutual funds constitute a big part of your portfolio. But how do you assess them, beyond their returns? Here are four aspects of evaluating your actively managed mutual fund holdings.

Who runs the show? Management is a vital consideration when you evaluate an actively managed fund designed and invested to beat market benchmarks.

3 Truths in a Schizo Market

Submitted by Yale Bock on Monday, June 2, 2014 - 9:00am

The stock market is choppy this year, rising and tumbling. After 2013’s big run-up, it slumped in January and April, and then fitfully edged up again. Despite the gyrations, what’s helpful is to realize that a few things hold true: lockup expirations can punish prices, merger stocks are chancy and – on the positive side – energy shares look good for the long term.

2 Cheers for Speedy Trading

Submitted by Raul Elizalde on Wednesday, May 14, 2014 - 9:00am

Author Michael Lewis set off a firestorm of criticism against high-frequency trading, where stock transactions take place within millionths of a second. He may be right in arguing that HFT is a scheme designed to enrich its practitioners at the expense of everyone else. But lost in all the acrimony is that high-speed electronic trading brings two benefits for everyone: better execution and more accurate ETF pricing.

Funds: Investor Activists at Last

Submitted by Matthew Illian on Friday, April 25, 2014 - 9:00am

If you don’t like how a company is doing its business, then sell the stock. That was the longstanding advice to individual investors, because one shareholder is unlikely to change management’s course. Now, though, mutual fund companies increasingly are involved in activists’ struggles to overhaul errant companies.

This means that individual investors can be part of a collective effort to hold executives to account for underperformance, overly generous pay or other policies that deplete shareholders’ returns.

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