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John Waggoner

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Topic

5 balanced funds have managed to beat the S&P 500 in the past decade

Balanced funds can make a nice proxy for the virtues of a diversified portfolio.

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Dow Jones Industrial Average hits 22,000: Should you care?

Make sure clients prepare for inevitable downturn

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J. Mark Iwry, architect of myRA, discusses its demise

A former senior adviser to the Treasury finds resistance to the program 'baffling.'

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Fidelity Investments fires another salvo in the fee wars

Mutual fund company announces fee cuts to 14 of its stock and bond index funds, claiming they have less expensive comparable funds than archrival Vanguard.

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Government to wind down Obama-era retirement savings program

The myRA program was available to workers with no employer-sponsored retirement plan, such as a 401(k), and with little money to invest.

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Treasury Department to wind down Obama-era myRA retirement program

The program, which was aimed at workers with no employer-sponsored retirement plan and little money to invest, suffered from low demand and high costs

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Retirement plan participation higher than previously thought: ICI

But there's still plenty of room for improvement.

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Vanguard winning at bond inflows, too

But iShares is strong competition.

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Take 5: Vanguard’s new CIO Greg Davis talks bonds, stocks and costs

Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.

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Morningstar: Advisers are overreacting to fund manager changes

Study finds little negative impact on returns when management of a fund changes.