Mutual Funds & ETFs

  1. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  2. MetWest Fund Dethrones PIMCO as World's Largest (MWTRX, PTTRX)

    MetWest's actively managed bond fund has dethroned its PIMCO rival.
  3. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  4. Vanguard's John Bogle on the 40th Anniversary of Index Funds

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
  5. Expect Big Capital Gains from These Funds in 2016

    Investors in actively-managed mutual funds should be prepared for big capital gains in 2016 and the tax hit that comes with ...
  6. Capital Gains: You May Have to Pay Taxes on a Loss

    Here's why some investors need to pay capital gains taxes even if they haven't sold any funds or made any portfolio changes—and ...
  1. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  2. Credit Suisse Lowers 2017 Gold Forecast (GLD, IAU)

    Credit Suisse analysts recently cut their 2017 full-year gold forecast to $1,338 per ounce.
  3. Crude Prices on Fire but Oil ETFs Smolder (USO, OIL)

    Crude oil is up 36.7% in 2016, but few oil related ETFs can report similar returns.
  4. Muni Bond Returns Hurt as Rates Rise (NCHRX, PVI)

    Prices are starting to drop as an interest rate hike looms.
  5. Sugar and Cotton ETF Trade Setups (SGG, BAL)

    Sugar and cotton ETFs are setting up for another move to the upside amidst a longer-term uptrend.
  6. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
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