Mutual Funds

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Does a Market Melt-Up Loom?

Submitted by Jonathan DeYoe on Monday, December 15, 2014 - 9:00am

Ice cream melts. Snow melts. You may have seen someone melt down emotionally or even melted down yourself. Right now, markets may be melting up in a sharp, emotion-driven improvement in performance. Is this good for your portfolio?

Sustainability’s Rising Appeal

Submitted by Mark Rogers on Friday, December 5, 2014 - 9:00am

Sustainable investing is a growing trend that will soon be the norm. Also known as impact investing, it allows investments to serve a dual purpose – provide economic return and support organizations that have responsible environmental and social policies. More investors will require that their portfolios align with their values without sacrificing performance.

Surviving Volatility

Submitted by Neil Vannoy on Wednesday, December 10, 2014 - 12:00pm

When volatility is high, investors get scared and let emotions run their decisions. Here are a few tips to help you avoid investment mistakes and survive whatever the market sends your way.

Are Active Funds Worthwhile?

Submitted by Gary Brooks on Monday, December 1, 2014 - 9:00am

Can you find actively managed mutual funds that persistently outperform indexes? No. That’s the Sasquatch of investing. It doesn’t exist. Still, there’s a way to find active funds to round out your portfolio – and do well by you.

Corrections: Not So Bad

Submitted by Lon Jefferies on Friday, November 28, 2014 - 9:00am

After the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart investors can cushion such a fall.

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.

The Era of Faster Trading

Submitted by Lewis J. Walker on Thursday, November 20, 2014 - 9:00am

The stock rally had a major interruption recently. The week ending Oct. 17 saw wild movements in stock prices. Is such volatility normal? Yes. Get used to it, because the market has changed and now emphasizes more speed.