Portfolio

Stock and bond funds, including exchange traded funds, maintained a strong pace of net inflows in April, according to fund industry researcher Strategic Insight (SI).

When selecting global funds, consider the manager’s background and expertise in the particular foreign market.

Considering the recent success of several regional and single-country categories, is there a case for holding such high-potential funds in clients’ portfolios?

Immediate annuities, also known as income annuities and payout annuities, can replace disappearing corporate pensions, but sales have been tepid. Insurers have responded with some significant bells and whistles.

Vanguard has rolled out the Vanguard Emerging Markets Government Bond Index Fund, the company’s first international fixed income offering available to U.S. investors.

You can do your clients a great service by sharing this story and reminding them that gifts of valuable personal property need to be well-documented with good estate planning, so that their loved ones don’t have to fight in court over whether a valid gift was made or not.

Alex Freemon, 23, was happy to go door to door selling mutual funds for Edward Jones & Co., after graduating from college. But he quit in March when it didn't pay off.

Looking for international investing ideas? Every year, Morgan Stanley Smith Barney unveils its list of global investment ideas. Its 2012 list generally posted strong gains led by emerging markets equities (up 19.1%), dividend aristocrats (up 16.9%), U.S. large-cap growth (up 15.3%), and global gorillas (up 13.4%).

Stock and bond funds, including exchange traded funds, maintained a strong pace of net inflows in April, according to fund industry researcher Strategic Insight (SI).

Guggenheim Investments filed May 13 with the Securities and Exchange Commission to register the Emerging Markets Bond Strategy Fund, part of the Rydex Series Funds.