Sun, 04 Apr 2010 00:00:00 EDTNEW YORK -- Consumer confidence is rising. Corporate dividends are coming back. Markets continue to thaw.
Sun, 21 Mar 2010 00:00:00 EDTSecurities and Exchange Commission Chairman Mary Schapiro has asked agency staff members to recommend possible changes to the 12b-1 fees that many mutual funds charge investors. Schapiro says one key problem is confusion about what services the fees cover. Here's a look at 12b-1s:
Sun, 21 Mar 2010 00:00:00 EDTBOSTON -- Many investors might skip over the line on their mutual fund disclosure statements that says "12b-1 fee." They might want to start wondering what's behind that label. These fees are the money that many funds collect to offset a variety of expenses, from advertising to brokers' commissions. They can cut into investors' returns.
Sun, 14 Feb 2010 00:00:00 ESTBOSTON -- If you're just beginning to think about this year's tax return, it might seem premature to consider tweaking your investment strategy for your next dance with Uncle Sam in 2011, and beyond.
Sun, 10 Jan 2010 00:00:00 ESTNEW YORK -- Small investors, still jittery even as stocks roared back to life from the financial crisis, are turning back to the market looking for less-risky ways to reboot their portfolios.
Sun, 24 May 2009 00:00:00 EDTMutual fund managers are human, too. Their nerves can be frayed by a volatile market just like the rest of us.
Sun, 05 Apr 2009 00:00:00 EDTNEW YORK -- The first quarter ended on an upswing. But now comes the hard part: sustaining it.
Sun, 08 Feb 2009 00:00:00 ESTBOSTON -- Investors who sought refuge in health care have reason to feel less queasy than most in a sick economy where no industry has been recession-proof.
Sun, 01 Feb 2009 00:00:00 ESTBOSTON -- Home foreclosures and market volatility are running high. So any investment even remotely connected to mortgages is the last place to look if you're trying to protect your retirement savings, right?
Sun, 25 Jan 2009 00:00:00 ESTBOSTON -- As market observers watch for early signs that better times are around the corner, they're paying close attention to small-company stocks, which tend to recover earlier than large-company stocks coming out of a recession.
Sun, 18 Jan 2009 00:00:00 ESTBracing for their year-end 401(k) statements, many investors who put money in 2010 target-date mutual funds may be facing a delayed retirement.
Sun, 04 Jan 2009 00:00:00 ESTBOSTON -- Playing it safe paid off in 2008 for Tom Forester and David Ellison, two standout mutual fund managers in a year when winning meant losing less money than the competition.
Sun, 05 Oct 2008 00:00:00 EDTIt's been a rocky year for all investors, but for those who parked their money in mutual funds, it's been downright shocking.
Sun, 07 Sep 2008 00:00:00 EDTNEW YORK -- While Wall Street is debating which economies abroad might join the United States in a slowdown, investors shouldn't wait for an answer.
Sun, 17 Aug 2008 00:00:00 EDTNEW YORK -- Investors who rushed to the relative safety of bond funds when the stock market began to stagger last year might have thought they had outrun the troubles in equities -- only to face the new threat of inflation when oil prices started soaring. But with the cost of crude now falling, some fixed-income investors could find themselves in an enviable position.
Sun, 13 Jul 2008 00:00:00 EDTNEW YORK -- Investors are often drawn to target-date mutual funds thinking that an investment run on autopilot is one less thing to worry about. But when the going gets bumpy, nonchalance can give way to urgent questions about whether to move money around.
Sun, 01 Jun 2008 00:00:00 EDTNEW YORK -- With higher prices at the pump unavoidable, many investors would no doubt love to put some of the money lost to $4-a-gallon gas back in their pockets.
Sun, 18 May 2008 00:00:00 EDTNEW YORK -- Moazzam Ahmed tried for years to square his investment goals with the tenets of Islam.
Sun, 11 May 2008 00:00:00 EDTWith higher prices at the gas pump and the grocery store, consumers might not be looking favorably at the dollar -- one of the reasons for the recent run-up in commodity prices. But for investors, bad feelings about the dollar could dissipate if it shows greater strength.
Sun, 04 May 2008 00:00:00 EDTNEW YORK -- Many investors like to buy what they know. Eat a lot of fast food, the logic goes, and buy McDonald's. Know a local department store well? Snap up shares of Macy's. It's trickier, though, when it comes to surging energy prices.
Sun, 30 Mar 2008 00:00:00 EDTNEW YORK -- Investing in overseas stocks has been like a whirlwind trip abroad for U.S. investors the past few years. Now the journey has ended, at least temporarily, with a lesson in market forces.
Sun, 16 Mar 2008 00:00:00 EDTNEW YORK -- Discussions of the bloodshed in Darfur and issues like climate change occur regularly in the world of politics, but lately these issues have wedged their way into often dry financial disclosures.
Sun, 30 Dec 2007 00:00:00 ESTNEW YORK -- While mutual funds are a staple of many 401(k) and other retirement plans, exchange-traded funds are likely to become serious competitors in the coming years.
Sun, 23 Dec 2007 00:00:00 ESTNEW YORK -- It's a time of year when we make promises of self-betterment that we have little intention of keeping. Sure, failing to drop those last few pounds or slog through a big read like "Ulysses" might be disappointing, but losing sight of investment goals can lead to longer-lasting troubles.
Sun, 16 Dec 2007 00:00:00 ESTNEW YORK -- The final weeks of the year offer mutual fund investors an opportunity to make changes in their holdings. It's worth taking the time because a few deft moves now could make way for big gifts: smaller tax bills and more-rounded portfolios.
Sun, 09 Dec 2007 00:00:00 ESTNEW YORK -- In investing, like sports, the numbers can be compelling but don't always tell the whole story.
Sun, 02 Dec 2007 00:00:00 ESTNEW YORK -- Sales pitches bombard us every day with advice on what to eat, what to wear, and what to do with our money. While savvy consumers are quick to duck many of these distractions, investors looking for advice on how to save for retirement should think twice before tossing aside the colorful brochures of their 401(k) managers.
Sun, 25 Nov 2007 00:00:00 ESTNEW YORK -- The disclosure statements that come with mutual funds can seem so impenetrable that many investors don't bother slogging through them and instead toss them aside.
Sun, 18 Nov 2007 00:00:00 ESTNEW YORK -- One of the safest and, lately, most attractive places for people to park some of their savings -- the money-market account -- is suddenly looking a little less secure thanks to fallout out from the mortgage mess.
Sun, 11 Nov 2007 00:00:00 ESTNEW YORK -- Mutual fund investors who looked to counter their stock holdings with a conservative footing in bonds might understandably feel betrayed by recent headlines warning of cracks in the credit markets and threats to the values of some bonds.
Sun, 04 Nov 2007 00:00:00 EDTNEW YORK -- A lesson about investing might seem as appealing to young people as eating a bowl of spinach. Mutual funds that cater to children aim to make the whole process sweeter.
Sun, 28 Oct 2007 00:00:00 EDTIt's like subprime redux: Some money-market fund investors are again wondering if their investments are at risk because another complex investment product has fallen out of favor and become difficult to unload.
Sun, 21 Oct 2007 00:00:00 EDTNEW YORK -- Grumbling about gasoline prices has become as reflexive as complaining about the weather. But at least with rising gas prices, investors in natural resources funds have discovered there is something they can do about the problem.
Sun, 14 Oct 2007 00:00:00 EDTNEW YORK -- Investors who use target-date funds to put their investments on cruise control until retirement face a common question: How will I manage my money so it holds out once I've stopped working?
Sun, 07 Oct 2007 00:00:00 EDTNEW YORK -- Investors are betting that even if the economy slows, people will still turn to Google for Internet searches and Apple for iPods.
Sun, 30 Sep 2007 00:00:00 EDTNEW YORK -- While the array of 401(k) choices can at first seem daunting, many workers appear to be seeing one thing clearly: the value of lower expenses.
Sun, 23 Sep 2007 00:00:00 EDTNEW YORK -- Only a fool would have stayed in the market after the dot-com collapse. To look past the stock market's swoon and stay invested would have been a mistake, right?
Sun, 16 Sep 2007 00:00:00 EDTNEW YORK -- With many on Wall Street straining to determine the Federal Reserve's next move, some investors who smell an impending interest rate cut aren't waiting around for the central bank.
Sun, 09 Sep 2007 00:00:00 EDTNEW YORK -- Real estate investment trusts have taken a drubbing this year as some investors have grown concerned that the real estate portfolios these companies hold are overvalued. But a drop in REIT share prices could signal an opportunity for investors willing to look under the hood.
Sun, 02 Sep 2007 00:00:00 EDTNEW YORK -- Two isn't always more than one.
Sun, 26 Aug 2007 00:00:00 EDTNEW YORK -- The market turmoil of the past month spawned by growing credit market problems is spilling over to money-market funds, an investment long seen as a safe and secure place to park cash.
Sun, 19 Aug 2007 00:00:00 EDTNEW YORK -- Investors rushing from a tumultuous stock market into bonds might run smack into the same problems if they don't look where they're going.
Sun, 12 Aug 2007 00:00:00 EDTNEW YORK -- From an early age, people are trained to act quickly when they hear sounds of emergency: fire alarms, police sirens, even car horns. So while it might be difficult for investors who hear alarm bells on Wall Street, often the wisest reaction is to stand still.
Sun, 05 Aug 2007 00:00:00 EDTNEW YORK -- With the stock market resembling more bronco than bull in recent weeks, some investors accustomed to a steadier ride might be tempted to step aside and wait for calm to return.
Sun, 08 Jul 2007 00:00:00 EDTNEW YORK -- Most U.S. investors see putting money into alternative-energy companies as both potentially lucrative and a way to support the environment. But while many might see opportunity, few are taking it.
Sun, 01 Jul 2007 00:00:00 EDTNEW YORK -- With the stock market having jitters after a strong run-up in the past year, some investors might want something more low-key.
Sun, 24 Jun 2007 00:00:00 EDTLast year's surging stock market not only helped many mutual fund owners earn more but also padded returns by pushing more investors into territory where they qualified for lower fund fees.
Sun, 17 Jun 2007 00:00:00 EDTNEW YORK -- As a child, Craig Hodges watched his father work and delighted in how easy it seemed to be a professional money manager.
Sun, 03 Jun 2007 00:00:00 EDTNEW YORK -- Investors looking to all-cap funds as a simple way to immerse themselves in a wide variety of stocks might consider that "all" in some cases can really mean "most," as in "all-expenses-paid vacation" or "all solid gold."