Journal Reports: Funds/ETFs
More than ever, investors want to account for stock-market dangers. But what’s the right metric to evaluate?
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Monthly Monitor: At most other times, investors would be giddy. In this case, the market’s April rally was merely a time to exhale.
Refinancing college debt could be an answer for some parents. But before deciding, it is helpful to understand the options.
ETFs and ETNs linked to a volatility index have produced strong returns since the start of the year.
If you want to insulate your portfolio from sudden declines, what types of stock ETFs protect you best? A George Mason professor crunches the data.
Spotlight: ECOZ’s active approach differentiates it from many other ESG-focused exchange-traded funds that have recently come to the market.
Spotlight: The $3.2 billion U.S. Oil ETF was pummeled by falling oil prices.
With the market in such a mess, it’s important to examine the conventional wisdom.
In a difficult environment, it’s important to have an objective measure of market sentiment.
After underperforming for a decade, the funds are doing better than the market during the crisis.
Ask Encore: Retirement columnist Glenn Ruffenach also discusses Social Security benefits for divorcees.
The former Federal Reserve vice chairman says he approves of how the Fed is responding to the economic and financial havoc wrought by the coronavirus.
Investment options offered in some 529 education-savings plans are backed by federal guarantees against loss, up to certain limits.
The buy recommendations of robo analysts outperformed those of human analysts in a new study by Indiana University researchers.
In Translation: Investors’ shifting expectations are a driving force in the financial markets.
Are you likely to buy high and sell low in a market panic? There’s a pretty simple way to figure that out.
Schools sent their students home. Now they have to figure out how much money, if any, they will give back.
Spotlight: SPDR S&P 500 ETF gained the highest inflows for the ETF industry at $11 billion for the month of March.
Even if rates going below zero, bond funds would still perform their traditional role as a diversifier and stabilizer.
Some financial pros say DRIPs have lost their luster. Many investors, however, still like the circular experience of dividend reinvesting.
Ask Encore: Retirement columnist Glenn Ruffenach asked people to tell us their stories. Most of them remain optimistic, despite the coronavirus-racked markets.
A recent study finds that short sellers collectively are far more often right than wrong, and that could be good news for investors this year.
It is only a short period, but ESG funds held up a bit better than the overall market during the coronavirus-fueled stock drop.
Spotlight: The question now is whether the fund can hold on to its outperformance.
Quarterly Monitor: As stocks and bonds both dropped in the quarter, investors’ money flowed into cash. A bright spot: Stocks are up double-digits from their lows.
Investment firms use prompts to help customers make better financial decisions.
Spotlight: Direxion says the ETF wasn’t designed as a vehicle for long-term investing, but rather for traders taking advantage of short-term market moves.
Utilities, health care and consumer staples are seen holding up better than other sectors.
Why is it that amateur investors still believe they can beat the market when all the evidence suggests they can’t? It has to do with how our minds work.
The Cares Act makes it easier to access your retirement savings if you’re struggling due to Covid-19. Here’s how to do it smartly.
It might say something about how index funds perform in a crisis. Or it might be less significant.
One recommendation: Set aside the cash you’ll need for the rest of this year.
The question now is what corporate or junk bonds the Fed might purchase.
Spotlight: RPAR Risk Parity features a mix of diverse asset classes that go up and down at different times. So far, it seems to be working.
Ask Encore: This is no time to guess about what’s next for the stock market, says retirement columnist Glenn Ruffenach.
These funds operate under the principle that older investors should own less stock. But how much less varies widely, depending on the fund.
Spotlight: The closed-end bond fund BCV capitalized on falling rates and judicious use of leverage, one of its portfolio managers says.
Two decades ago, the Nasdaq Composite hit a then-record above 5000, the internet-stock peak. Are investors any smarter now?
Some studies indicate that mindfulness leads to better investment performance.