Warning: Bond Funds That Act Like Stocks
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.
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Morningstar's recognition goes to funds boasting high returns and smart trading. more »
Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash. more »
What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal. more »
Norm Champ, the SEC’s director of investment management, will resign after five years at the agency, the SEC said. more »
New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with. more »
Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend. more »
Pimco will fight a lawsuit by a shareholder of its Total Return Fund alleging the company gouges investors with excessive advisory fees to support billion-dollar bonuses for top executives. more »
Forty years after it was launched, the IRA has turned into a major retirement vehicle, but it is no longer the same as it was when first introduced in 1974; Plus, three smart ways to maximize your Roth IRA. more »
Many IRA investors make the mistake of having an extreme stock-and-bond allocation; Plus, the better way to plan retirement withdrawals. more »
Democrats seem to have no option left to counter a new legislative rule that would block fund reallocation to the Social Security Disability Trust Fund next year; Plus, how to undo a Roth IRA contribution. more »
Gen X is the first group to fall short of their parents' achievement on an inflation-adjusted basis. Here are 5 tips for the oldest Xers, who start turning 50 this year. more »
New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns. more »
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