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Paul Menchaca

Paul was Digital Assistant Managing Editor at InvestmentNews from 2012 to 2013 when it was owned by Crain Communications. Connect with him on LinkedIn here.

Displaying 221 results

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Special report: Retirement income

What financial advisers need to know about building retirement income plans for their clients.

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Q&A: Did Bruce Berkowitz allow his asset base to grow too large?

The following is excerpted from a Q&A that appears in the March issue of No-Load Fund Analyst, published…

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Chart of the day: High yield vs. investment grade munis

Municipal high yields, thus far in 2012, continue to be priced at attractive spreads of 399 basis points, or 127 basis points above the long-term average of the past 16 years between the two Indices.

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SEC must go slow on money fund reform

A week after Federal Reserve Chairman Ben S. Bernanke said that prudent savers could expect no relief from…

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Armond Dinverno answers six key questions about the RIA business

Armond Dinverno is the co-chief executive and president of Balasa Dinverno Foltz, a Chicago-based registered independent advisory firm…

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CEO rips GOP, Dems for fiscal irresponsibility

In a speech delivered to a group of private investors on Feb. 15, Robert Rodriguez, managing partner and CEO of First Pacific Advisors, warned of ongoing market instability if the federal government doesn't make “credible and material fiscal reforms” by the end of 2013.

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  • February 19, 2012

Separately managed accounts: 4Q rankings

   U.S. large-cap equity Product 4Q return 1-year return 3-year…

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Whitman stepping down as portfolio manager at Third Avenue

Legendary value investor Marty Whitman is stepping down as co-portfolio manger of Third Avenue Management's $3.3-billion flagship fund. Ian Lapey, who is currently co-portfolio manager of the Third Avenue Value Fund with Mr. Whitman, has been promoted to sole portfolio manager, effective March 1.

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  • February 9, 2012

Treasurys to maintain extreme volatility

Do we stay biased toward the reflation sectors and assets in 2012? We have been debating this over the past few months. As the evidence has presented itself over the past few weeks, we believe we stay the course and only reduce our risk-asset and reflation-asset exposure into strength.