Portfolio

  • The Board of Trustees of Henderson Global Funds has agreed to liquid the Henderson Money Market Fund on December 28, according to a Securities and Exchange Commission filing.

    November 15
  • Despite negative market sentiment due to concerns over the looming Fiscal Cliff, many investors are unprepared for it, according to a recent survey by Nationwide Financial.

    November 15
  • Investors are lowering their expectations for their retirement lifestyles, but is that enough? Not according to a new survey from BlackRock.

    November 15
  • In part one of our two-part series on long term care planning, we looked at reasons behind long term care avoidance among Americans, according to Genworth’s “2012 State of Planning” survey. In part two, Pyschologist and Money Coach Dr. Barbara Nusbaum provides suggestions on how to put these difficult emotions of fear and anxiety to good use.

    November 15
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  • According to the 2012 State of Planning Survey commissioned by Genworth, Americans aged 35 and over have many excuses for why they don’t have a plan in place for their future long term care needs. In this first part of our two-part series on long term care planning, we look at reasons behind long term care avoidance among Americans.

    November 15
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  • Winners of Charles Schwab’s seventh annual Impact Awards were announced Thursday at Schwab’s Impact conference in Chicago. Walter Bettinger, Schwab president and chief executive officer, and Bernie Clark, executive vice president and head of Schwab Advisor Services, took the stage to present the three awards.

    November 15
  • Bond funds had estimated inflows of $7.50 billion, compared to estimated inflows of $2.59 billion for the week ended Wednesday, November 7, according to data from the Investment Company Institute.

    November 15
  • McNabb said that his firm has been lowering the cost on its products for more than 35 years and the fact that the firm exists “puts pressure on other providers to do likewise”.

    November 15
  • Investors added $27.7 billion to long-term open-end funds in October, according to data from Morningstar. Taxable-bond funds led the way with inflows of $29.6 billion, while U.S.-stock funds saw outflows of $8.3 billion.

    November 15
  • API Funds has re-upped with Huntington Asset Services through May 2014. API has been a Huntington Asset Services client since 2004.

    November 15