Posts filed under “Mutual Funds”

Fool-proof Logic


Source: Washington Post

Category: Hedge Funds, Mutual Funds, Really, really bad calls

I wanted to spend a bit of time on the Labor Department’s proposal to place a fiduciary obligation on those who manage or provide investment advice on retirement plans. These include individual retirement accounts and 401(k)s (including 403(b)s). The new rules require the broker or adviser to “operate in the best interest of the client.” I don’t…Read More

Category: Index/ETFs, Investing, Mutual Funds, Really, really bad calls

Bill Gross Defends His Record

Last year was a time of change and controversy for Bill Gross: His unplanned exit from Pacific Investment Management Co. in September, a whisper campaign before the palace coup, a new job at Janus Capital. Amid all this, Gross is most upset about one thing: Despite 40 years at the top of the fixed-income world,…Read More

Category: Fixed Income/Interest Rates, Investing, Mutual Funds

10 Truths Mutual Fund Firms Won’t Admit

Wow: 10 things mutual fund companies won’t say 1. “Cheap funds often outperform pricey ones.” 2. “We can’t beat the market.” 3. “When skill fails, we just double (or quintuple) our odds.” 4. “People aren’t buying our product…” 5. “…except when we pay them kickbacks.” 6. “Hedge funds are our idols.” 7. “Our boards are…Read More

Category: Mutual Funds

Category: Mutual Funds, Think Tank

Free Lunch Over for Money-Market Funds

Of all the outrages endured during the financial crisis, perhaps the most perplexing involved money-market mutual funds. In an example of moral hazard writ large, this uninsured risk instrument — with $2.57 trillion in assets — somehow became too big to fail. Five years later, the Securities and Exchange Commission is finally taking steps to…Read More

Category: Mutual Funds, Really, really bad calls, Regulation

Dumbest Investing Ideas of 2014

The Worst Investing Ideas I’ve Heard This Year (so far) Barry Ritholtz Washington Post, July 5, 2014     As the second quarter comes to an end, my top 10 list of dumb investment ideas is filling up. All of these would be fairly foolish in any year. (Feel free to explain to me why…Read More

Category: Investing, IPOs, Mutual Funds, UnGuru

The Mutual Fund Swap

This was written by Kris Venne, the Certified Financial Planner in our Asset Management group:   Its 3:35pm on a Wed., your phone rings – it is your “advisor” over at MerFargonley. Conspicuously its pretty close to month end, say March 24th. “Hey Mike! Hows it going? How’s Sandy (your wife)? How about little Mikey?”…Read More

Category: Investing, Mutual Funds, Really, really bad calls

Skill vs Cost: The Myth of the Successful Money Manager

click for complete infographic
managed funds

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Category: Digital Media, Hedge Funds, Mutual Funds

Shorter WSJ: Beware Target Date Funds

Missing the Target Source: WSJ   You may have missed the WSJ’s takedown on Target-date funds this weekend. Its a must. The idea of target date funds are a form of auto-pilot that automatically shifts allocations into more bonds less stocks as the investor ages. Target date funds now manage about $550 billion dollars. The…Read More

Category: 401(k), Investing, Mutual Funds