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Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Displaying 199 results

Topic

Momentum investing is gaining momentum

Momentum investing is starting to pick up steam, which means it is time to rethink the role that…

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Closed-end-fund yields eclipse those of mutual funds, ETFs

Advisers on the hunt for income should be keeping a close eye on the closed-end-fund space, where yields…

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Breaking away from wirehouses pays off

Wirehouse advisers who switch to RIAs or indies enjoy a huge jump in compensation, a new study shows. But is the grass actually greener?

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  • News
  • April 10, 2013

ETFs’ start outpaces last year’s

Investors piling into funds in record numbers

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  • News
  • April 7, 2013

Bond managers taking on more risk

With cracks starting to show in the economy, financial advisers need to take a closer look at how…

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  • News
  • March 31, 2013

How to improve your odds of picking the right active manager

Start with funds that have low expense ratios and whose managers eat their own cooking

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  • News
  • March 21, 2013

‘March Madness’ pits IN’s Kephart vs. pro stock pickers

Let BlackRock's games begin; how will our guy fare?

Topic
  • News
  • March 10, 2013

Q&A with Bill Gross: Making a case for bonds, even as returns falter

The Pimco chief discusses his outlook on bonds, interest rates and why the so-called great rotation out of bonds isn't likely to happen