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Despite bankruptcies, muni funds rake it in
High-profile municipal bankruptcies and potential defaults haven't deterred the investing public from pouring money into muni bond funds.
Why muni bankruptcies may not be such a good idea
Some people are suggesting that municipalities consider bankruptcy as a strategy in fixing financial problems rather than a last resort, but the long term damage to cities walking away from their debt could be serious.
Diversified alpha bets? This alt fund’s got them
While any fund dubbed “absolute return” is automatically setting the bar way too high, the Causeway Global Absolute Return Fund deserves some credit for making every effort to remove market beta, which theoretically would leave investors with alpha, or absolute returns.
Playing with money
Teresa Ghilarducci, an ardent critic of the 401(k) system, created quite a buzz with a recent opinion piece, “Our Ridiculous Approach to Retirement.”
Secret weapon for maxing out Social Security benefits? Your spouse
Hardly a day goes by that I don't receive an e-mail from InvestmentNews readers about strategies on how to claim Social Security.
A few words about The IQ Center and marketing
Let me tell you about the newest area on InvestmentNews.com — IQ Center — and what it means for advisers.
Mary Beth Franklin: Clients short on understanding of longevity risk
Average life expectancy merely an average, not a timetable
Why boomers’ retirement plans could leave them bust
Many near-retirees don't have any income plan whatsoever; others waiting until the last minute
Older clients’ young children a Social Security windfall
Parents can trigger benefits for kids, delay collecting their own
Advisers cool to changes pushed for money funds
Although financial advisers don't use money market funds often — preferring insured bank accounts for their clients' idle…
Mary Beth Franklin: One surefire way to sabotage a retirement plan
Understimate healthcare costs for clients and watch things unravel
Rift, rather the chasm, separates parties on investment-income taxes
Although a chasm separates Democrats and Republicans over most of the Bush tax cuts, the difference between them on taxation of investment income is more of a rift. Democrats are seeking a 20% rate on dividends and capital gains, while the GOP wants to set it at 15%.
Estate tax a focus of fiscal-cliff debate
When the Senate voted last Wednesday to pass controversial legislation extending some of the Bush administration tax cuts,…
Why clients are playing defense with alternative investments
The fact that inflows into alternatives funds continue to be heavy even while they are underperforming the broad…
Sen. Harkin proposes retirement plan revamp, Social Security fix
Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.
Test-driving retirement plans
For many preretirees, the idea of post-career living, where every day is like Saturday, is tantalizing. In…
Alternative mutual fund strategies set for rapid growth, Cerulli says
Money managers are increasingly bullish on alternative investment strategies and expect rapid growth, according to Cerulli Associates Inc.
Lump-sum offers present risks and opportunities
Ford Motor Co. and General Motors Co. made headlines over the past two months when they offered nonunion…
Seven reasons why the millennials could lead the next great bull market
Although young people born after 1980 have encountered a rough market thus far, there are still reasons to believe they could lead the next great bull market in stocks.
