Subscribe

John Waggoner

Displaying 509 results

Topic

Variable annuity money fund subaccounts mark five years of losses

Low rates, fees equal losses for most VA money market subaccounts.

Topic

Looking for yield at a fair price? Try preferred stock from closed-end funds

Some closed-end income funds still trade at a discount.

Topic

Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

Charles Schwab & Co. (SCHW) re-entered the ETF fee war Friday, announcing fee cuts to five of its…

Topic

Downtrodden international funds looking for a break

Emerging markets the engine behind most growth now.

Topic

Here’s what financial advisers need to tell clients about new money-market rules

The key changes, which take effect on Oct. 14, require institutional prime money funds to move from a fixed $1 net asset value to a floating NAV, and adopt potential liquidity fees and redemption gates.

Topic

Cyberattack threats to nation’s utilities pose credit risk for investors

Moody's says the sector is both vulnerable and attractive to those seeking to disrupt the national grid

Topic

Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors

Some financial advisers question the idea of having a bond-free portfolio

Topic

What to do when smart beta looks like dumb beta

How to deal with clients when your smart beta ETF recommendation goes south.

Topic

What you need to tell clients about new money fund rules

Here’s what you need to tell your clients about the new money market fund rules that take effect…

Topic

Financial advisers find value in emerging-market debt funds

Investors poured $4.2 billion into the funds from June 30 through the end of August, according to Morningstar.