KIPLINGER WASHINGTON EDITORS INC
Washington, DC:
10 Fantastic Funds With Diverse Leadership
If you really want to invest for change, pay attention to who is running the show. Here's a list of funds ran by a diverse group of portfolio managers.
How Different Target-Date Funds Shift Assets as Retirement Nears
Firms have varying timetables for moving clients' assets into retirement-income funds.
How To Prioritize Emergency Funds, Savings and Paying Off Debt
We all want to be more responsible with our money. While that sounds great in theory, it can get confusing once you start to break things down. Emergency funds, savings funds and debt all need to be addressed regularly, but trying to figure out a consistent method leaves some paralyzed with indecision. One of the problems that tends to trip people up is prioritization. Allocating your finances to the right place is crucial, but how do you decide how much to put towards…
How do I know what to invest in?
You're not the only one feeling overwhelmed by the tens of thousands of stocks, bonds, mutual funds and exchange-traded funds out there.
What On Earth Are Liquid Alternative Mutual Funds?
Sometimes called ‘hedge funds for the masses,’ liquid alternative mutual funds basically use a hedge fund-like strategy to select its investments.
Why You Should Think Twice About ‘Free’ Funds
As the cost of owning ETFs approaches zero, expense-free still doesn’t mean risk-free.
Tips for Mutual Funds Investing
Mutual funds are an excellent way to diversify your investments.
Why Investors Keep Coming Back to Hedge Funds
Institutional investors continue to view hedge funds as a source of alpha and diversification, according to a JPMorgan survey.
How to plan if you are low on funds
It is tough to plan for long-term goals if you are currently dealing with economic insecurity and have uncertainty about your future.
5 Questions to Ask When Buying Index Funds
These funds are built to track various market indexes, which makes them an inexpensive and diversified option. But not all index funds are built the same.
How to invest in mutual funds online
There are portals that offer you direct mutual fund plans but charge a nominal fee per transaction; some of them also offer advisory services at extra costs
Which Clients Should Open Donor Advised Funds
10 reasons why donor advised funds can allows advisors to increase their AUM.
How to Navigate the New Rules of Money Funds
Money funds pay little but still offer ballast and convenience—if you understand how the rules are changing.
How to shop smart for index funds and ETFs
When the markets get choppy, it may pay to have a plan for your investments.
How Closed-End Funds Can Outperform ETFs
The structure of closed-end funds allows them to pursue greater gains, with higher risk.
Evergreen Funds Are Changing How Allocators Invest
Why sell a portfolio company when you could own it forever?
Eight Reasons Why Older Clients Like Donor Advised Funds
Forget Factors: This is How to Pick Top-Performing Hedge Funds
Researchers have found that beating one’s competitors better predicts more persistent hedge fund alpha than complex factor decompositions.
Why Would a Huge, Shrewd Allocator Hire a Fund-of-Hedge Funds?
4 Things Entrepreneurs Should Know Before Investing Their Own Funds in a Company
While investors still favor full-time founders who have a lot on the line, today's changes to the entrepreneurial ecosystem allow founders to delay putting too much skin in the game too early.
Did CalPERS Make a Mistake on Hedge Funds?
To profit or not to profit. That is the question for the nation's largest public pension.
