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<b>The Takeaway:</b> Muppet portfolios
Portfolio Americans have no clue about how rising interest rates affect their portfolios. (The…
Investors continue to prefer equity to bond funds, ICI data show
But fixed-income outflows slow to $2.09B for week ended Aug. 7
<b>The Takeaway:</b> Prepare thyself for the bond wars!
Portfolio Why stocks should act well as rates rise, even though this cycle is different. (…
<b>The Takeaway:</b> The trouble with low-volatility funds
Portfolio A Field Guide to Stock Market Corrections. (The Reformed Broker) Larry Swedroe on…
<b>The Takeaway</b>: Where active managers have an edge
Portfolio Wanna stay safe in the bond market? Stick with the less expensive funds, for starters. (…
Searching the globe for income, and finding it
Sextant Global High Income Fund can go anywhere in search of yield.
<b>The Takeaway:</b> Money pouring into U.S. stock funds; emerging markets, not so much
Portfolio Investors pour $95 billion into U.S. stock funds so far in 2013 while yanking out…
AssetBook rolls out mobile portfolio management application
Gives advisers on-the-go access to portfolios and data via smart phones and tablets.
Putnam launches six more funds as Reynolds plays catch up
New list includes offerings to meet advisers' needs, reflect market action.
Berkowitz scores again as wagers on insurers pay off
Fairholme Fund's Bruce Berkowitz scored last week when shares of insurer MBIA soared. After a 'horrible' 2011, the fund manager is hot again, beating 98% of his rivals.
<b>The Takeaway</b>: Stocks at their most overvalued since 2007
Portfolio According to one historically accurate measure, stocks have not been this overvalued since the peak in 2007.
New face brought in to oversee Janus’ investments
American Centuries' Chang will lead stock, risk management and alternatives teams
Janus launching new funds in latest attempt to stem decline
Asset allocation funds offer investors varying levels of volatility.
Investors shrug off volatility, risk to get in on IPOs
Big investor appetite leads to sparkling debut for latest initial public offering, Noodles & Co.
Sweeping changes under way at DFA
For the first time in more than 20 years, Dimensional Fund Advisors is changing the way it builds…
<b>The Takeaway:</b> Are you in the secret wealth management cult?
Portfolio Joe Terranova takes a look at Q2 earnings season – the stats you want, the color you…
Retail investors: Inch by inch, slowly they return
Contrary to reports, retail investors are getting back into the stock market. They're just taking it slow — as evidenced by the record inflows into balanced funds.
<b>The Takeaway:</b> Brokers, you’re not supposed to enable money laundering
Portfolio Michael Santoli: Uh oh, they’re trotting out the 1982 comparison… (Yahoo Finance) Bob…
Nuveen’s Bob Doll: Watch top-line revenue
Earnings acceleration likely needed for next upturn in stocks, strategist says
<b>The Takeaway</b>: Keep an eye on that sales assistant!
Portfolio US economy adds 162,000 jobs in July. Here are some reactions from economists: (…