Portfolio

These investors are often plagued by fear and paralyzed by indecision. They have very serious income needs, and traditional vehicles such as CDs, government bonds, and investment grade corporate bonds are not providing returns above inflation-let alone allowing them to meet household expense obligations. So where should they turn?

Fresh all-time highs from various indexes along with bullish commentators attempting to one-up each other with higher and higher price targets might have more cautious investors wondering where the bargains are.

Alternative mutual funds are hot and signs are pointing to a greater expansion of the growing asset class.

Bruce Dirks, former portfolio manager at Fidelity Management & Research Company, has agreed to join ViaSat, a provider of mobile satellite network services, as chief financial officer.

Asset management firms with pro-defined contribution viewpoints may want to think twice about asking public sector defined benefit plans for contributions to their funds.

Nuveen Asset Management is making a sub-advisory change to the Nuveen Multi-Manager Large-Cap Value Fund (NNGAX).

What is driving the upswing in assets in socially responsible investments?

iShares has launched four iSharesBonds Corporate ex-Financials Term exchange-traded funds.

As a financial advisor to numerous types of clients, including recent retirees, I often think deeply about the issues my clients face in this market environment.

Longleaf Partners is flipping the placard on its Global Fund from “Closed” to “Open”. The fund originally launched on December 31, 2012.