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John Waggoner

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Topic

Clients don’t need income, they need money, planners say

While some bond strategies are eking out a modest return, a shift in thought toward taking distributions from a total return portfolio broadens advisers' options.

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Emerging markets sink after Trump victory

On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China.

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Some funds doling out capital gain pain

After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.

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Abigail Johnson takes the helm of Fidelity

Edward C. Johnson III to become chairman emeritus.

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Fund flows make screeching U-turn after election

Money flows out of bonds into stocks.

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Debt financing on private equity seen as one way to boost income

If your clients are thirsting for income, the current markets are offering them a long sip of sand.

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Vanguard, Pimco feel the pain as long-term funds get smacked

The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.

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Investors flood TIPS funds as Trump win stokes inflation concerns

Funds that invest in Treasury Inflation Protected Securities saw a net inflow of $1 billion the week ended Nov. 9, the second-largest since records began in 2002.

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Alternative energy funds have dim prospects under a Trump presidency

One thing you can learn from the Trump presidential victory: Making bets on the fallout is anything but…

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What you can learn from 30 years of stock-picking

Veteran managers from Ariel, Gabelli, Monetta and Pioneer share their lessons.