John Waggoner

John Waggoner
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ALTERNATIVES FEB 16, 2017
Misclassified fund draws huge assets, then falters

A cautionary tale about reading the prospectus.

MUTUAL FUNDS FEB 13, 2017
Lower taxes could hit municipal bond yields

Individual and corporate tax reform add uncertainty to staid market.

MUTUAL FUNDS FEB 10, 2017
European stocks far cheaper than US stocks

Political worries, debt woes weighs heavy.

MUTUAL FUNDS FEB 09, 2017
Putnam merges, liquidates 10 funds

The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.

EQUITIES FEB 08, 2017
Why the calendar is making some advisers look smarter than they really are

Numbers don't lie, but boy can they be deceptive.

MUTUAL FUNDS FEB 07, 2017
How do you deploy cash in this market?

Putting fresh money to work in today's market can be particularly worrisome, with the S&P 500 currently selling for 21 times its past 12 months' earnings.

MUTUAL FUNDS FEB 06, 2017
These mutual funds have a history of losing money

But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.

RIA NEWS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

RIA NEWS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

RIA NEWS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.