There are some portfolio moves you should — and shouldn’t — make to keep tax bills low.
A new survey shows that investors are happy about stocks again, but bonds have fallen out of favor.
Ginnie Mae funds offer investors a little yield along with a government guarantee. They do come with some risks though. Learn more at Bankrate.com.
Regulators have been examining the issue of derivatives in mutual funds since March 2010 but on Wednesday of this week the SEC requested comments from the public. Derivatives are investments that are based on the value of something else. For instance, futures contracts are derivatives, the contract is worth a certain amount based on the
The Government Accountability Office took aim at two retirement planning tools during the past week. In two separate reports, it said: Beware of administrators pushing funds. Anyone who has a 401(k) should be cautious if the investment firm running the plan offers “education,” because this kind of advice could be little more than a sales
You’d think that setting up an IRA or other simple retirement account that doesn’t have a fee would be easy, but I found out today that it’s not a slam-dunk retirement planning step if you don’t have much money. I have four grown sons and only one of them has any significant retirement savings. We
Hedge funds are so 2000s. The exclusive investments of the rich and richer may be on their way out; in their place institutional investors and investment advisors are buying alternative mutual funds and ETFs. A survey by the investment research company Morningstar, and Barron’s, the investment magazine, found that the liquidity and transparency of mutual