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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

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  • News
  • July 16, 2013

Bank loans no cure-all for rising interest rates

No bond sector has been hotter than bank loans this year, but investors who are loading up on…

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15 transformational events: American Funds out, Vanguard in

American Funds and The Vanguard Group Inc. have been the two dominant mutual fund companies for financial advisers…

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15 transformational advisers: Michael Kitces

Michael Kitces has boldly gone where no psychology major and theater minor has gone before — to the…

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Not even Gross, Gundlach immune to bond gloom

The fear of rising interest rates is causing investors to lose their stomach for core bond funds —…

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Are retirees holding too many bonds?

Don't overlook Social Security, Bogle warns; 'greatest fixed income'.

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Live from Morningstar: Best investment ideas heard at the conference

> Russ Kinnel, director of mutual fund research at Morningstar Inc.’s, best idea for finding income: “If you…

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Treasury big defends Fed’s policy

Miller says growing economy No. 1 priority

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Money funds take the lead in reforms

Six big mutual fund companies last week agreed to disclose the daily NAV of their money funds, an unusual show of unity among rivals aimed at heading off the threat of stricter regulation.

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Hall Capital Partners

Hall Capital Partners LLC has been the beneficiary of the institutional community’s search for someone else to pin…