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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
  • News
  • November 11, 2012

On their own

From her 750-square-foot apartment in New York’s Harlem neighborhood, Lauren Lyons Cole offers a range of financial planning…

Topic
  • News
  • November 11, 2012

Resolution would aid equities, hurt bonds

Everyone wants a resolution to the fiscal cliff, right? But for fixed-income investors, who have poured more…

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  • News
  • November 11, 2012

Service trumps performance, Krawcheck says

Good news, job seekers: There is a bull market in financial advice, and it has little to do…

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  • News
  • October 22, 2012

Latest round of Treasury showdown goes to Fuss

Dan Fuss is steering clear of Treasuries. That may be smart: The rise in interest rates over the past five days threatens holders of longterm notes.

Topic
  • News
  • October 18, 2012

Vanguard, iShares win big in first ETF awards

Managers grab top honors in four of five asset classes at Morningstar.

Topic
  • News
  • October 16, 2012

Paced by large-caps, ETFs rocked in Sept.

It was a September to remember for the exchange-traded-fund industry as investors, piling into U.S. equities, pumped more…

Topic
  • News
  • October 8, 2012

Plunge off fiscal cliff a more likely than you think, strategist says

The chances that the U.S. will careen off the fiscal cliff at the end of the year are…

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Money fund reform isn’t a dead issue, despite SEC retreat

Christopher Donahue, chief executive of Federated Investors Inc. and one of the most outspoken critics of money market…

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Too chicken for stock

Spooked by the challenging economic picture and with memories of the financial crash still fresh, U.S. investors appear…

Topic
  • News
  • September 10, 2012

Debunking the dinar

Over the past 12 months, investors have poured about $3 billion into currency mutual funds, according to Morningstar Inc.