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Mutual Funds News

News on Mutual Funds continually updated from thousands of sources around the net.

29 min ago | Sys-Con Media

Stewart Capital Mid Cap Fund Added to Charles Schwab's Mutual Fund OneSource Select ListA

The Mutual Fund OneSource Select List is a list of no-load and no-transaction fee mutual funds that have passed rigorous screening for performance, risk, and expenses by the Charles Schwab Investment Advisory, Inc. The Fund is one of only six mid-cap funds among the 20 third-party funds selected for the Small- and Mid-Cap U.S. Stock Category.

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Related Topix: Charles Schwab, Investment Services, Aspect Communications, Software, Personal Finance, Financial Markets

Wed Jul 30, 2014

MSN Money

3 reasons why investors have never had it so good

With more choices, falling fees and lower tax rates, today's individual investors enjoy many advantages compared to just 20 years ago.

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Related Topix: Financial Markets, INX, Personal Finance, 9, Publishing, Media, Morningstar, Troy, MI

Dallas Morning News

Investing requires simplicity, not special knowledge

Your article advocating simple index fund investing at a 50/50 mix of stocks and bonds intrigued me.

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Related Topix: Personal Finance, Retirement, Opinion

JD Supra

SEC Adopts Money Market Fund Reforms

At a meeting held on July 23, 2014, the SEC voted 3-2 to adopt amendments to various regulatory requirements affecting money market funds .

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Related Topix: Personal Finance

Benzinga

The 3 Biggest ETFs In The World

ETFs are leading the revolution in offering investors new ways to access capital markets through unique indexes and low-cost strategies.

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Related Topix: Personal Finance, Financial Markets

Barron's

Corporate Inversions: Could They Cost Fund Investors Tens of Millions in Taxes?

Corporations want to keep them going. Wall Street loves them. The Obama administration wants to shut them down .

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Related Topix: Medtronic, Medicine, Medical Equipment, Healthcare Industry, Biotech, Forest Labs, Personal Finance

Reuters

Stern Advice-How to buy financial advice now

The financial advice business is changing dramatically in every aspect, from how advisers spend their time, to what they charge, to how they label and promote themselves.

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Related Topix: Personal Finance, Financial Markets, Stanley, Charles Schwab, Investment Services, Retirement

US News & World Report

3 Myths About College Savings Plans Sold by Brokers

Plans are approved by individual states, but the accounts still include investments that families can gain or lose money on.

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Related Topix: Personal Finance

Barron's

Does Vanguard Owe the Taxman? Ex-Employee Sues Mutual-Fund Firm

Two things are certain in this life - death and taxes. Yes, it's a clichA©, but it allows us to delve into this recent news item reported by, among others, the WSJ .

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Related Topix: Personal Finance

Prince George Citizen

Global markets vary by region

International markets offer Canadian investors a myriad of opportunities. However, political and economic factors can have a big impact on investor sentiment and how those markets perform, and investors should consider investment options best suited to specific markets.

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Related Topix: Personal Finance, Financial Markets

Tue Jul 29, 2014

Reuters

UBS facing over $600 mln in claims over Puerto Rico funds

UBS AG is facing claims of more than $600 million from clients who say the bank is responsible for losses they incurred on investments in risky Puerto Rico debt, UBS said in its quarterly report on Tuesday.

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Related Topix: Financial Markets

Silicon Alley Insider

BLACKROCK: Investor Fatigue Seems To Be Setting In

Yet risky assets like U.S. stocks and high yield bonds have seen some selling. "This seems to be a sign of investor fatigue setting in," he writes.

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Related Topix: Financial Markets, Personal Finance, Retirement

Forbes.com

The Best Money Advice I Ever Heard

Thirty years ago, when I got my first job on a personal finance magazine, I called my father to tell him the good news.

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Related Topix: Journalism

WIBW-TV Topeka

Stocks Get No Search Love On Google

The stock market may be at record highs, but you wouldn't know that from what Americans are typing into Google.

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Related Topix: Google, Startups, Emerging Technology, Search Engines, Financial Markets, Personal Finance, Retirement

Seeking Alpha

Eurozone Inflation: Where The Rubber Meets The Road

The adjustment in the periphery of Europe has two dimensions. The first, which has dominated developments, was prices.

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Related Topix: Personal Finance

MarketWatch

Sell strategies protect savings: Moraif

Ken Moraif, CFP, is a senior advisor at Money Matters , a Dallas-based wealth management and investment firm with $2 billion in AUM.

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Related Topix: Personal Finance, Retirement

Trader Mike

Robo-Advisors vs Online Brokers vs RIAs - Which is Best?

The rise of the "robo-advisor" is hard to ignore. Startups Wealthfront , Betterment , Personal Capital , and others have shaken up the managed assets scene by letting algorithms determine the best allocation of capital.

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The Globe and Mail

Carrick on money: Confessions of a spoiled rich kid

The best of the web on money, markets and all things financial, as chosen daily by Globe and Mail personal finance columnist Rob Carrick.

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Related Topix: Personal Finance, Home, Mortgage

Fox News

Finding Mutual Funds With the Highest Rate of Return

My wife and I have $25,000 in credit card debt, $2,500 in medical bills and $89,000 each in student loan debt from when we each got our masters' degrees.

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Related Topix: Personal Finance, Credit Card Debt, Retirement, Business News

Express India

Mutual funds' equity folio count rises by 84,000 in Q1 FY15

Summary On the rise in the folios last month, analysts said that robust market performance over the past few months helped investors renew faith in stock market.

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Related Topix: Personal Finance

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