07/15/13 The Raw Mutual Fund News Feed

Comprehensive Real-Time News Feed for Mutual Funds.

• First Trust Advisors L.P. Announces Portfolio Manager Update Call for ... _{2013-07-15, 06:41 pm}
  ... over $70 billion as of May 31, 2013, through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts. Brookfield Investment Management Inc. ("Brookfield") serves as the Fund's Sub-Advisor. ...
• Calling Telecom! ETFs Rise on AT&T-Leap Wireless Deal _{2013-07-15, 06:33 pm}
  ... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...
• Best And Worst ETFs, Mutual Funds And Key Holdings: Healthcare Sector _{2013-07-15, 06:22 pm}
  The Health Care sector ranks fourth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.
• Steel Partners Holdings L.P., A Small Conglomerate Undervalued By At Least 38% _{2013-07-15, 05:17 pm}
  ... company. As of March 31, 2013, SPLP's stock ownership can be broken down into three groups. Institutions and mutual funds own only 26% of the stock. SPLP's directors and executive officers collectively own ~39.3% of the company's common stock (2). ...
• Zacks #1 Ranked Real Estate Mutual Funds - Best of Funds _{2013-07-15, 04:42 pm}
  ... from this sector should continue to be an integral part of portfolios with a long term horizon. Over the years, mutual funds from this category have continued to perform favorably. They offer a convenient method to invest in real estate because of ...
• Vanguard: When financial advisers add value _{2013-07-15, 04:41 pm}
  ... it's that the need for financial advisers went out the window with the advent of online trading and index mutual funds. Not according to a recent research report by Vanguard called " Advisor's alpha ." Wait, what? Vanguard? Champion of the do it ...
• Investors clamoring for stocks turn backs on fixed income _{2013-07-15, 04:12 pm}
  ... don't own more stocks. That's right. After more than five years and more than $1 trillion of deposits into bond mutual funds, investors are finally starting to covet the outsized returns that the stock market has been producing. And it is all thanks ...
• Online brokers' Q2 earnings unlikely to match investors' high hopes _{2013-07-15, 04:08 pm}
  ... the stock market and a taking of market share from wirehouse firms. Weyeneth, though, said the withdrawals from mutual funds and exchange-traded funds that have occurred in late May and June could lead to higher outflows. Charles Schwab reported the ...
• As stock market dips, money pours into tax-saving funds _{2013-07-15, 03:59 pm}
  ... Bt5.59 billion was expected to move into long-term equity funds (LTFs) and Bt4.83 billion into retirement mutual funds (RMFs). Most such capital moved particularly into equity funds last quarter when the Stock Exchange of Thailand plummeted. ...
• 5 Stocks Ripping Higher on Big Volume _{2013-07-15, 03:35 pm}
  Professional traders running mutual funds and hedge funds don't just look at a stock's price moves; they also track big changes in volume activity.
• Citigroup Sees Gold At $1,100 By Year End _{2013-07-15, 03:33 pm}
  ... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...
• Weak Re to help IT cos offer better pricing India Ratings _{2013-07-15, 03:21 pm}
  The 30 Sensex stocks are market movers and held most widely. Their performance affects your portfolio whether you invest in them directly, through mutual funds, or Ulips.
• Baron Funds Class Mid-Cap Growth Summer 2013 Newsletter _{2013-07-15, 03:21 pm}
  ... knowledge, and experience of our research analysts is what makes our product different from those of other mutual funds. What we look for. We invest in companies with market capitalizations between $1.5 and $12 billion that have competitive ...
• 6 investment mistakes that could hurt your retirement _{2013-07-15, 02:41 pm}
  ... very low-interest situations. The worry: the value may not keep up with taxes and inflation. Stocks, equity mutual funds and exchange-traded funds are riskier; however, the payoff can be greater. The key is to carefully choose and watch these ...
• GW&K Recognized as Separate Account Manager of the Year For Two... _{2013-07-15, 02:28 pm}
  ... of 6/30/13) across 15 distinct strategies that are available as individually managed accounts and through four mutual funds. Learn more at www.gwkinvest.com .
• IndexUniverse: ETFs Aren't the True Market _{2013-07-15, 02:05 pm}
  ... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...
• Highbridge Capital Names New Chief Executive _{2013-07-15, 02:05 pm}
  ... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...
• Balancing short-term family needs with long-term retirement planning _{2013-07-15, 01:39 pm}
  ... funds. "A savings account is fine for the first six months but after that, savings can be invested in low-risk mutual funds or exchange-traded funds (ETFs) in hopes of higher returns than that of the average savings account." Arvada resident Steven ...
• Dominion Resources, Inc. -- A Reality Check _{2013-07-15, 11:31 am}
  ... Cash? - Question is and remains - alive and well. However, if you are still "Rolling the Dice" or investing in Mutual Funds that continue to "roll the dice" then you are not getting the advice or the " PR - Profitable Results" you deserve. My ...
• Sector ETFs That 'Dovetail' With Bernanke's Thinking _{2013-07-15, 09:49 am}
  ... ETFs easier to understand. Gary Gordon, Pacific Park Financial and/or its clients may hold positions in ETFs, mutual funds and investment assets mentioned. The commentary does not constitute individualized investment advice. The opinions offered are ...

07/03/13 Comprehensive Real-Time News Feed for Mutual Funds

• Money market fund assets rose to $2.596 trillion _{2013-07-03, 10:22 pm}
  Assets of the nation's retail money market mutual funds rose $4.92 billion to $928.78 billion, the Washington-based mutual fund trade group said Thursday.
• REFILE-Stern Advice - A grain of salt for those retirement projections _{2013-07-03, 09:41 pm}
  ... Advisors, an Austin, Texas, company that is known for its low fees and highly analytical approach to designing mutual funds. To understand Lee's research, you have to understand the math behind retirement planning. Here are the basics: A pre-retiree ...
• A declaration of investor independence _{2013-07-03, 08:24 pm}
  ... be free and independent of high expenses for mediocre investment management. Investors in international stock mutual funds and ETFs have been in a world of hurt. But now the managers of those funds are spinning the globe and finding bargains among ...
• Markel Puts Its Money Where Its Mouth Is _{2013-07-03, 08:18 pm}
  ... details of its employee retirement savings plan, one investment option stands out from the rest: Though blended mutual funds put up quite a fight last year, Markel common stock once again walked away unscathed as Markel employees' retirement vehicle ...
• Why The Bond Market's Imminent Crash May Be As Exaggerated As A 007 Movie _{2013-07-03, 06:18 pm}
  ... market mutual fund assets rose by $8 billion during the last month. Investors often retreat to money market mutual funds during times of financial stress, accepting lower yields compared with bonds in exchange for higher liquidity. This is a red ...
• Gold May Fall To $1050 Before Rallying _{2013-07-03, 06:17 pm}
  John Hathaway is Senior Managing Director of Tocqueville Asset Management family of six mutual funds formed in 1986.
• Payrolls Could Share Spotlight with Global Events _{2013-07-03, 02:53 pm}
  ... U.S. jobs report due out on Friday. U.S. Bond Funds Have Biggest Redemptions Since 2007 Bloomberg Fixed-income mutual funds in the U.S. had their biggest weekly redemptions in more than six years as investors fled bonds amid signs the U.S. Federal ...
• The key to being an outstanding investor _{2013-07-03, 05:46 pm}
  ... the confusion felt by many investors at the widely divergent performance experienced by value-oriented mutual funds, all of which promise to invest according to a value philosophy. We explained that successful value managers were more likely to ...
• 5 Best Performing Real Estate Mutual Funds Year to Date - Best Performing Funds Year To Date_{2013-07-03, 04:05 pm}
  Mutual funds investing the real estate sector should be a necessary addition to portfolios with a long term horizon even though the sector has traversed rough waters in the recent past.
• Zacks #1 Ranked Healthcare Mutual Funds - Best of Funds _{2013-07-03, 04:04 pm}
  ... also generate regular dividends, which go a long way in softening the blow dealt by plummeting share prices. Mutual funds are the perfect choice for investors looking to enter this sector since they possess the advantages of wide diversification and ...
• These Numbers Suggest an Even Bigger Plunge in Gold's Price _{2013-07-03, 04:04 pm}
  ... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...
• UOB Asset Management sees rapid growth _{2013-07-03, 04:03 pm}
  ... per cent, chief executive officer Vana Bulbon said yesterday. The company's AUM comprise three types of fund: mutual funds, which account for Bt109.34 billion; private funds, Bt46.85 billion; and provident funds, Bt64.33 billion. The company's ...
• Analyst: T. Rowe may be swept up in 'ugly' outflow wave _{2013-07-03, 03:52 pm}
  ... of taxable bond funds and municipal bond funds. According to the Investment Company Institute, long-term U.S. mutual funds saw a total of $28.5 billion in outflows for the week ended June 26. That was led by $20.4 billion in money flowing out of ...
• Peter Lynch Buys $5.3M Home In Brookline _{2013-07-03, 03:46 pm}
  Lynch managed Fidelity Investments' Magellan Fund for 13 years. The fund grew to become one of this biggest and most profitable mutual funds in the world, valued at over $19 billion when he retired from active management in 1990.
• Mid-year mutual fund review: Bond funds sink _{2013-07-03, 03:45 pm}
  ... to feel some pain when you open your mid-year account statement. After years of steady returns, many bond mutual funds have suffered losses this year. Some of the sharpest drops are in funds that buy Treasury bonds, and it could be a rude awakening ...
• Noon Turf Care is Proud to Announce the Hiring of Matthew Cerrone as Business Analyst _{2013-07-03, 03:29 pm}
  Jul. 3, 2013 - MARLBOROUGH, Mass. -- Matthew Cerrone has nearly 12 years of experience in analyzing, business operations, stocks and mutual funds.
• Implementing A Portfolio Protection Plan _{2013-07-03, 03:20 pm}
  ... disclosure: David Fabian, Fabian Capital Management, and/or its clients may hold positions in the ETFs and mutual funds mentioned above. The commentary does not constitute individualized investment advice. The opinions offered herein are not ...
• Teamsters pension plan funding status continues slide to 53.9% _{2013-07-03, 03:14 pm}
  ... 31 was 31% equities, 30% collective trusts, 12% U.S. government securities, 8% corporate debt securities, 4% mutual funds, 7% loans to participants and 8% other, the notice states. The Pension Protection Act, which requires the annual funding ...
• UPDATE 2-U.S.-based bond mutual funds post record $28.1 bln outflow-ICI _{2013-07-03, 03:08 pm}
  Investors in mutual funds based in the United States pulled $28.1 billion out of bond funds in the latest week as interest rates rose on fears the U.S. Federal Reserve could cut its bond-buying later this year, data from the Investment Company Institute showed on Wednesday.
• Investors head for the exits, yank record amount of cash from bond funds _{2013-07-03, 02:54 pm}
  Bond mutual funds broke an almost two-year streak of inflows in June as investors' infatuation evaporated into a full-fledged stampede for the exits.

Does manager stake boost credibility of mutual funds?

Paul Stewart , CEO of Gateway Investment Advisors, not only helps manage his firm's flagship mutual fund, but he has more than $1 million of his own money in it.

http://www.bizjournals.com/cincinnati/print-edition/2013/04/19/does-manager-stake-boost-credibility.html

Why the BSP relaxed forex rules again

... investment instruments. Residents will be allowed to invest in instruments such as offshore mutual funds, property abroad, debt securities issued offshore by residents and non-residents and equity securities issued by listed companies abroad. ...

http://www.abs-cbnnews.com/focus/04/19/13/why-bsp-relaxed-forex-rules-again

Pension planning: Bond returns drop, but investment still acts as a portfolio 'ballast'

... investment portfolio, said HSBC Global Asset Management (Canada) chief investment officer Jim Huggan. While mutual funds invest in stocks, bond funds are pools of money that invest in government or corporate bonds that offer investors a fixed annual ...

http://www.vancouversun.com/business/pensions/Pension+planning+Bond+returns+drop+investment+still/8261584/story.html

TAYLOR: Investment veteran steers toward equities in iffy times

... from inflation is to diversify internationally, he says. And Reed says the best way to do that is through mutual funds. Reed, also president, CEO and a director of Templeton Growth Fund Ltd ., says people may be surprised to hear that fiscal reforms ...

http://thechronicleherald.ca/business/1124085-taylor-investment-veteran-steers-toward-equities-in-iffy-times

Load vs. no-load mutual funds

Mutual funds can be a good choice for many people who want to invest in the stock market.

http://www.examiner.com/article/load-vs-no-load-mutual-funds

The Bond Bubble And The Great Rotation

... funds added $3.8 billion. From 2007 through 2012, a staggering $610 billion was taken out of domestic stock mutual funds. (On a side note, as stocks bottomed in March 2009 and went on to double, investors were getting out of the market at exactly ...

http://au.ibtimes.com/articles/458967/20130419/the-bond-bubble-and-the-great-rotation.htm

Investing: Bear funds best left to hibernate

... times, you can get nervous when things seem to be going a bit too well. For example, if you've checked your mutual funds statement, you've probably done pretty well this year. Given the market's penchant for evil the past dozen years or so, your ...

http://www.usatoday.com/story/money/columnist/waggoner/2013/04/18/bear-market-investing/2094527/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+UsatodaycomMoney-Waggoner+%28Money+-+Waggoner%29

Emerging Markets Evening Roundup: Brazil's Rate Confusion; America Movil's Irrelevant Earnings

... says the Wall Street Journal's Real Time Economics blog. The Bovespa stock index rose 0.5% today. Even Brazil's mutual funds are betting on Mexico's stocks, Bloomberg says. Mexico's IPC stock index fell 0.4%. Templeton Emerging Markets' Mark Mobius ...

http://blogs.barrons.com/emergingmarketsdaily/2013/04/18/emerging-markets-evening-roundup-brazils-rate-confusion-america-movils-irrelevant-earnings/?mod=BOL_hpp_blog_stw

Monthly pay dividend ETFs: Are you overexposed?

... of the S&P/TSX composite index and, as a result, they're bound to be a big holding as well in ETFs and mutual funds that offer broad Canadian market exposure. If you partner one of these funds with a dividend ETF based primarily on banks, you could ...

http://www.theglobeandmail.com/globe-investor/investment-ideas/number-cruncher/monthly-pay-dividend-etfs-are-you-overexposed/article11394793/?cmpid=rss1

HomeAway, Priceline: Leaders In The Leisure Space

... Baggini, manager of $45 million Turner Titan Fund , which holds HomeAway among several leisure names. Mutual funds have signed up for the sector's fun and games. The $45 billion Fidelity Growth Company boosted its stake in HomeAway is using the ...

http://news.investors.com/investing-mutual-funds/041813-652477-what-is-driving-stocks-in-leisure-sector.htm

Asia-Pacific Financial ETFs Thriving In Spite Of U.S. Pullback

... with the SEC. Gary Gordon, Pacific Park Financial, Inc, and/or its clients may hold positions in the ETFs, mutual funds, and/or any investment asset mentioned above. The commentary does not constitute individualized investment advice. The opinions ...

http://seekingalpha.com/article/1353071-asia-pacific-financial-etfs-thriving-in-spite-of-u-s-pullback?source=feed

Mainland-based financial derivatives get green light

... now offer investment products such as forward stock warrants, shares of listed companies on mainland indices, mutual funds, and exchange-traded funds (ETFs). In addition, they can also offer investments that are subject to movements in exchange ...

http://www.chinapost.com.tw/business/asia-taiwan/2013/04/19/376440/Mainland-based-financial.htm

Mutual Funds Weekly: In gold we don't trust

Gold's plunge has lot of folks bugged, especially those invested in the biggest gold mutual funds or exchange-traded funds such as SPDR Gold Trust The yellow metal isn't so precious anymore, in both price and status as a store of value.

http://www.marketwatch.com/story/in-gold-we-dont-trust-2013-04-18?siteid=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A%20marketwatch%2Ffinancial%20(MarketWatch.com%20-%20Financial%20Services%20Industry%20News)

Ask a Fool: Stocks or Mutual Funds in My Roth?

In the following video, The Motley Fool's Rule Your Retirement senior advisor Robert Brokamp takes a question from a Fool reader, who asks, "When selecting different options for growth, is it better to put individual stocks in my Roth IRA, or should I put mutual funds in that account and manage my individual stocks outside of it?" Making the right ... (more)

http://www.fool.com/investing/general/2013/04/18/ask-a-fool-stocks-or-mutual-funds-in-my-roth.aspx

US Stocks: Over-Leveraged Markets at Risk of Global Margin Call

... rates and therefore commandeering control of equity market prices to the upside. Cash levels of domestic equity mutual funds are under 4% and rivaling all-time lows. The US equity market has had four major sell-offs (in 1973, 1976, 2000, and 2007) ...

http://www.minyanville.com/trading-and-investing/stocks/articles/Bear-Market-Arrival-Is-a-Matter/4/18/2013/id/49333

GDXJ

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/18/etf-investors-suddenly-putting-money-into-gold-miners/?mod=BOL_hpp_latestticker

Longleaf Partners Global Reopens to New Investors

... up, and thus could comfortably begin accepting more inflows. Morningstar fund analysts cover more than 1,700 mutual funds and write regular commentary covering fund industry news, fund investing trends, picks, portfolio planning, international ...

http://news.morningstar.com/articlenet/article.aspx?id=592845

Money market fund assets fell to $2.595 trillion

Assets of the nation's retail money market mutual funds fell $1.89 billion to $903.56 billion, the Washington-based mutual fund trade group said Thursday.

http://www.ledger-enquirer.com/2013/04/18/2469596/money-market-fund-assets-fell.html#storylink=rss

Are you a savvy manager of your IRA?

... other instances, portfolio management is hit-or-miss, with little attention to selecting an appropriate mix of mutual funds or other investments. "Many individuals are still missing out on the long-term savings benefits of IRAs, simply because they ...

http://www.miamiherald.com/2013/04/18/3351557/are-you-a-savvy-manager-of-your.html

Asset Growth Drives Schwab's Results As Trading Revenue Declines

... in the form of asset management and administration fees when clients invest in Schwab money market funds, mutual funds and other advice solutions, such as separately managed accounts. Fortunately for Schwab, this division continues to benefit from ...

http://seekingalpha.com/article/1352181-asset-growth-drives-schwab-s-results-as-trading-revenue-declines?source=feed

Blackstone and CityView Break Ground on Final Phase of Barker Block

... include the management of private equity funds, hedge fund solutions, credit-focused funds and closed-end mutual funds. Blackstone also provides various financial advisory services, including financial and strategic advisory, restructuring and ...

http://eon.businesswire.com/news/eon/20130418006350/en/Blackstone-CityView-Break-Ground-Final-Phase-Barker

Is AIG a Good Stock to Buy?

... that AIG's popularity among hedge funds is in stark contrast to how many large institutional investors such as mutual funds feel about the stock. Looking at mutual funds specifically, only two own more than 1% of the total shares outstanding, and ...

http://beta.fool.com/insidermonkey/2013/04/18/is-aig-a-good-stock-to-buy/31767/?source=TheMotleyFool

Value Investors Kahn Brothers' Small Cap Picks

... We think that this is because small cap stocks are less widely owned by large institutional investors such as mutual funds, and less covered by the financial media; as a result hedge funds are more likely to uncover an undervalued (or overvalued) ...

http://beta.fool.com/insidermonkey/2013/04/18/value-investors-kahn-brothers-small-cap-picks/31771/?source=TheMotleyFool

Blackstone and CityView Break Ground on Final Phase of Barker Block

... include the management of private equity funds, hedge fund solutions, credit-focused funds and closed-end mutual funds. Blackstone also provides various financial advisory services, including financial and strategic advisory, restructuring and ...

http://www.businesswire.com/news/topix/20130418006344/en

IRAs remain a linchpin of US retirement savings, but savvy account management is often lacking

... other instances, portfolio management is hit-or-miss, with little attention to selecting an appropriate mix of mutual funds or other investments. "Many individuals are still missing out on the long-term savings benefits of IRAs, simply because they ...

http://www.startribune.com/business/yourmoney/203633441.html

Are you a savvy manager of your IRA?

... other instances, portfolio management is hit-or-miss, with little attention to selecting an appropriate mix of mutual funds or other investments. "Many individuals are still missing out on the long-term savings benefits of IRAs, simply because they ...

http://www.tri-cityherald.com/2013/04/18/2361723/are-you-a-savvy-manager-of-your.html#storylink=rss

Are you a savvy manager of your IRA?

... other instances, portfolio management is hit-or-miss, with little attention to selecting an appropriate mix of mutual funds or other investments. "Many individuals are still missing out on the long-term savings benefits of IRAs, simply because they ...

http://www.ledger-enquirer.com/2013/04/18/2469425/are-you-a-savvy-manager-of-your.html#storylink=rss

SPY: A High Quality, Diversified Investment

... and have no greater opportunity for higher returns. Exchange traded funds are investment funds, similar to mutual funds that trade on stock exchanges. The difference between an ETF and a mutual fund is that an ETF allows investors to trade ...

http://seekingalpha.com/article/1351401-spy-a-high-quality-diversified-investment?source=feed

Bear party: Stocks in overdue sell-off

... not trying to be a gloomy Gus. I personally own a few stocks and index ETFs. I also have a 401(k) chock full of mutual funds that are invested in a mix of value and growth stocks around the world. I want the market to go up. But I don't want it to ...

http://buzz.money.cnn.com/2013/04/18/stocks-bears-correction/?section=money_topstories&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+rss%2Fmoney_topstories+%28Top+Stories%29

Fear Index' Surging? This Chart Says It's a Speed Bump

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/18/fear-index-surging-this-chart-says-its-a-speed-bump/?mod=BOL_hpp_blog_fof

15% of Gold Miners Underwater? Believe It: Bloomberg

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/18/15-of-gold-miners-underwater-believe-it-bloomberg/?mod=BOL_hpp_blog_fof

Investing in stocks can be educational

... 22 students work in teams to grow $100,000 in virtual cash by researching, buying and trading stocks, bonds and mutual funds at real-time prices. Through The Stock Market Game curriculum, students are taught financial terms, how to interpret charts ...

http://old.post-gazette.com/pg/13108/1313077-55.stm

Mutual Funds Gain $4.8 Billion

... can work in an advisory industry that prides itself on unique approaches. Total estimated inflows to long-term mutual funds were $4.83 billion for the week ended Wednesday, April 10, according to the Investment Company Institute. Equity funds ...

http://www.financial-planning.com/news/ICI-saysMutual-Funds-Gain-assets-2684357-1.html

What Obama's New Budget Proposal Could Mean for Your Finances

... in a high tax bracket if you have this problem). Generally, your order of priority should be: 3) High turnover mutual funds (capital gains and dividends are taxed at ordinary income tax rates if held for less than 12 months) 7) Foreign Stocks ...

http://www.forbes.com/sites/financialfinesse/2013/04/18/what-obamas-new-budget-proposal-could-mean-for-your-finances/?ss=personalfinance

Interview: Ned Davis, NDR

... in over 30 countries, serves over 5,000 users worldwide at investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, registered investment advisors, equity research departments, and othe major financial ...

http://www.ritholtz.com/blog/2013/04/interview-ned-davis/

BSP eases forex rules to address strong peso

... but widened the scope of outward investments to include real estate properties, foreign stocks, and offshore mutual funds. All that would have the effect of creating demand for the dollar, softening the peso's rise. Also, the new rules increase the ...

http://www.abs-cbnnews.com/business/04/18/13/bsp-eases-forex-rules-address-strong-peso

Jupiter's Assets Climb as Fund Performance Outweighs Inflows

... of the year, helped by 2.7 billion pounds of investment gains and 209 million pounds of inflows, mostly into mutual funds, London-based Jupiter said today in a statement. The firm had 688 million pounds of net inflows in the fourth quarter of 2012. ...

http://washpost.bloomberg.com/Story?docId=1376-MLFY2F1A1I4J01-11QAREPSRG6UVUI4G8A7KTSJ4V

Jobs in Bronxville

... 2 years' experience and have sold clients a balanced assortment of investments including stocks, bonds, and mutual funds. Employees enjoy the benefits of a friendly, relaxed office, a liberal vacation policy, and a great espresso machine! Contact ...

http://bronxville.patch.com/articles/jobs-in-bronxville-ad5d331c

Aloula Geojit launches NRI advisory service in Saudi Arabia

... open an account through AGC and invest and trade in the Saudi market. Besides, they can subscribe to the local mutual funds. Established in 2006, AGC is a joint stock company licensed by Saudi Capital Market Authority to conduct trading activities ...

http://www.newkerala.com/news/story/9143/aloula-geojit-launches-nri-advisory-service-in-saudi-arabia.html

What's the big deal?

... develop any of the downtown properties included in the deal. Jamestown manages a handful of large real estate mutual funds with shares trading on the public markets. Since founders launched the Atlanta-based firm in 1983, Jamestown has amassed more ...

http://www.newtimesslo.com/news/9359/whats-the-big-deal/

Don't tamper with social security Mr. President

... a plethora of other options, of course, like IRAs, annuities, money-market accounts, certificates of deposit, mutual funds, municipals, treasuries, stocks and bonds, 401(k) plans, etc. Each of these have their positives and negatives, and even the ...

http://www.opednews.com/articles/Don-t-tamper-with-social-s-by-Seymour-Patterson-130417-894.html

Gestion F

... purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 10 mutual funds diversified across all asset classes. Management of the Funds is entrusted to renowned investment firms, handpicked by Gestion ...

http://www.newswire.ca/en/story/1148047/gestion-ferique-appoints-a-new-portfolio-adviser-to-its-team

CDPHP Receives 'A+' Weiss Rating

... Ratings , the nation's leading independent provider of ratings and analyses of financial services companies, mutual funds, and stocks. According to the Weiss Ratings Team, "This rating recognizes CDPHP as a 'Weiss Recommended' insurer offering ...

http://www.prweb.com/releases/2013/4/prweb10645130.htm

Why Corporate Bond ETFs And Preferred ETFs Are Hitting New 52-Week Highs

... with the SEC. Gary Gordon, Pacific Park Financial, Inc, and/or its clients may hold positions in the ETFs, mutual funds, and/or any investment asset mentioned above. The commentary does not constitute individualized investment advice. The opinions ...

http://seekingalpha.com/article/1349171-why-corporate-bond-etfs-and-preferred-etfs-are-hitting-new-52-week-highs?source=feed

Mutual Funds Gain $4.8 Billion

Total estimated inflows to long-term mutual funds were $4.83 billion for the week ended Wednesday, April 10, according to the Investment Company Institute.

http://www.securitiestechnologymonitor.com/news/mutual-funds-gain-5-billion-31705-1.html

TIPS ETFs See Outflows As Investors Scale Back Inflation Bets

ETFs and mutual funds that invest in Treasury Inflation Protected Securities are experiencing outflows as investors pull back on bets that loose monetary policies from central banks will trigger runaway inflation.

http://seekingalpha.com/article/1349011-tips-etfs-see-outflows-as-investors-scale-back-inflation-bets?source=feed

Investors Tire of TIPSa Fed: If Inflation Keeps Falling, We'll Buy ...

ETF Trends: - TIPS ETFs see outflows as investors scale back inflation bets. - ETFs and mutual funds that invest in Treasury Inflation Protected Securities are experiencing outflows as investors pull back on bets that loose monetary policies from central banks will trigger runaway inflation.

http://www.learnbonds.com/investors-tire-of-tips/

Why Invest in Commodities Anyway?

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/17/why-invest-in-commodities-anyway/?mod=BOL_hpp_blog_fof

BEN's Prospects Still Bright After Strong March Fund Flows: Sterne, Agee

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/17/bens-prospects-still-bright-after-strong-march-fund-flows-sterne-agee/?mod=BOL_hpp_blog_fof

A Global Dividend ETF With A 7% Yield

... is mentioned in this article. Additional disclosure: Mr. Lydon serves as an independent trustee of certain mutual funds and ETFs that are managed by Guggenheim Investments; however, any opinions or forecasts expressed herein are solely those of Mr. ...

http://seekingalpha.com/article/1348791-a-global-dividend-etf-with-a-7-yield?source=feed

3 Stocks Spiking on Big Volume

Professional traders running mutual funds and hedge funds don't just look at a stock's price moves; they also track big changes in volume activity.

http://www.thestreet.com/story/11898394/1/3-stocks-spiking-on-big-volume.html

4 Stocks Rising on Unusual Volume

Professional traders running mutual funds and hedge funds don't just look at a stock's price moves; they also track big changes in volume activity.

http://www.thestreet.com/story/11898390/1/4-stocks-rising-on-unusual-volume.html

Muniland Disclosure Problem; Philadelphia's Closed-Door Two-Day...

... city. "Retail investors own about 50 percent of municipal bonds directly and another 20 percent through mutual funds. If the media is not allowed to attend the [Philadelphia debt] conference, then retail is at a distinct disadvantage," scolds Cate ...

http://globaleconomicanalysis.blogspot.com/2013/04/muniland-disclosure-problem.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MishsGlobalEconomicTrendAnalysis+%28Mish%27s+Global+Economic+Trend+Analysis%29

Target Date Fund Assets Up, Costs Down

... how this can work in an advisory industry that prides itself on unique approaches. Assets in target date mutual funds have tripled since 2008, according to the Investment Company Institute, going from $160 billion at the end of that year to $481 ...

http://www.financial-planning.com/news/Target-Date-fund-Assets-Up-Costs-Down-2684346-1.html

Whitebox Mutual Funds adds Mike Coffey as Head of Mutual Fund Distribution

Mr. Coffey will be responsible for raising Whitebox Mutual Funds assets, client services, as well as building its sales and marketing team.

http://www.sys-con.com/node/2621037

The Trouble With Crowdfunding

... 3. Non-U.S. companies, public-reporting companies (other than "voluntary filers") and investment companies (mutual funds, for example) are not eligible to crowdfund. 4. Crowdfunding caps the amount a person can invest in all crowdfundings over a ...

http://www.forbes.com/sites/deborahljacobs/2013/04/17/the-trouble-with-crowdfunding/?ss=personalfinance

SET index trend for the next six months

... medium-term (six-to-12-month) economic outlook. Since economic growth speeds up cash flow to Thai equity mutual funds, the SET Index is bound to rise to 1,600-1,620 points over the next six months. This is indeed a perfect time for investment in the ...

http://www.nationmultimedia.com/business/SET-index-trend-for-the-next-six-months-30204183.html

5 Stocks With Big Insider Buying

... be viewed as organic insider buying. At the end of the day, its large institutional money managers running big mutual funds and hedge funds that drive stock prices, not insiders. That said, many of these savvy stock operators will follow insider ...

http://www.thestreet.com/story/11898253/1/5-stocks-with-big-insider-buying.html?cm_ven=RSSFeed&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+tsc%2Ffeeds%2Frss%2Flatest-stories+%28TheStreet.com+Latest+Headlines%29

Diversification of income important

... has a list of qualifying investments for both of these types of accounts, and they include stocks, bonds, mutual funds, exchange-traded funds, and even the potential to put the mortgage on your principal residence inside your RRSP. The pressing ...

http://www.reddeeradvocate.com/business/Diversification_of_income_important_203419911.html

Morningstar reports U.S. mutual fund asset flows through March

... March. Investors accelerated their hunt for yield in the first quarter, adding $184.3B to long-term open-end mutual funds while redeeming $92.8B from money market funds. For the 19th consecutive month, taxable-bond funds topped all asset classes ...

http://www.theflyonthewall.com/permalinks/entry.php/MORNid1816095/MORN-Morningstar-reports-US-mutual-fund-asset-flows-through-March

Stone Harbor Emerging Markets Income Fund Declares Monthly Distributions of $0.18 Per Share

... Income Fund is a closed-end fund and closed-end funds do not continuously issue shares for sale as open-end mutual funds do. Since its initial public offering, the Fund has traded on the New York Stock Exchange under the symbol EDF. Investors ...

http://www.businesswire.com/news/topix/20130417006229/en

Banking Funds Go on Sale After BofA Earnings

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/17/banking-funds-go-on-sale-after-bofa-earnings/?mod=BOL_hpp_blog_fof

U.S.-based funds that hold U.S. stocks gain $405 mln -ICI

Investors in mutual funds based in the U.S. gave $405 million to funds that hold U.S. stocks in the latest week, reversing the prior week's outflows as the S&P 500 and Dow Jones Industrial Average hit record highs, data from the Investment Company Institute showed on Wednesday.

http://www.reuters.com/article/2013/04/17/investing-fundflows-ici-idUSL2N0D414O20130417?feedType=RSS&feedName=marketsNews

5 Stocks Fund Managers Love for 2013

... to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F. ...

http://www.thestreet.com/story/11898120/1/5-stocks-fund-managers-love-for-2013.html

5 Stocks Fund Managers Love for 2013

... to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F. ...

http://www.thestreet.com/story/11898120/1/5-stocks-fund-managers-love-for-2013.html?cm_ven=RSSFeed&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+tsc%2Ffeeds%2Frss%2Flatest-stories+%28TheStreet.com+Latest+Headlines%29

What would Canadians give up for an extra $250 a month in savings?...

... a general savings account, 41% deposit into a Tax-Free Savings Account, 24% save in an RSP and 13% invest in mutual funds . New deposits into an Investment Savings Account, Tax-Free Investment Savings Account (TFSA) or RSP Investment Savings Account ...

http://www.prnewswire.com/news-releases/what-would-canadians-give-up-for-an-extra-250-a-month-in-savings-cell-phone-personal-grooming-social-media---sex-not-so-much-203372711.html

Goldman CFO: Still 'very close' to crisis

... was 20 percent. * How clients are feeling: Goldman's customers -- mostly large institutions like pensions, mutual funds and hedge funds -- felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://www.thereporter.com/business/ci_23042667/goldman-cfo-still-very-close-crisis?source=rss

Gold Wipes $560 Billion From Central Banks as Equities Rally

... markets like that, the word 'bubble' gets thrown about." Individual investors added $19.5 billion this year to mutual funds holding U.S. equities, after removing $400 billion in the previous four years, according to the Washington-based Investment ...

http://mobile.bloomberg.com/news/2013-04-17/gold-wipes-out-560-billion-from-central-banks-as-equities-rally.html?

Gold Wipes Out $560 Billion From Central Banks as Equities Rally

... markets like that, the word 'bubble' gets thrown about." Individual investors added $19.5 billion this year to mutual funds holding U.S. equities, after removing $400 billion in the previous four years, according to the Washington-based Investment ...

http://washpost.bloomberg.com/Story?docId=1376-MLDMQC0D9L3501-6J1K7P4F35JP8GC3G81UU0QK8U

Rating Breakdown: Best And Worst ETFs And Mutual Funds By Sector

... pans for all sector funds. I will follow this summary with a detailed report on each sector. My top ETFs and mutual funds have high-quality holdings and low costs. As detailed in " Low-cost funds dupe investors ," there are few funds that have both ...

http://seekingalpha.com/article/1345921-rating-breakdown-best-and-worst-etfs-and-mutual-funds-by-sector?source=feed

Nine Vanguard Index Funds to Transition Benchmarks to CRSP and FTSE Indexes

... of U.S. equity), comprise the market-cap indexes. CRSP's portfolio of historical databases for common stocks, mutual funds, Treasuries, REITs and research indexes is relied on by more than 435 leading academic institutions in 31 countries. It is ...

http://www.businesswire.com/news/home/20130416006838/en/Vanguard-Index-Funds-Transition-Benchmarks-CRSP-FTSE

Gold Loses Luster in U.S. as Investment; Real Estate Gains

... gold as the best investment, with 25% choosing it, up from 20% in April 2012 and 19% in August 2011. Stocks/Mutual funds are the third-most-valued investment, at 22%. These findings are from Gallup's April 4-7, 2013, update of its annual Economy and ...

http://www.gallup.com/poll/161909/gold-loses-luster-investment-real-estate-gains.aspx?

6 Things Advisors Need to Know: Expect Higher Correlations; Use Tax-Advantaged Investments

... without producing any increase in risk. The next time the opportunity presents itself to add ETFs, tax managed mutual funds, and muni bonds to your clients' taxable accounts; and high yielding mutual funds, high dividend and growth funds to their ...

http://www.financial-planning.com/blogs/Expect-Higher-Correlations-Use-Tax-Advantaged-Investments-2684333-1.html

Goldman Sachs has strong first quarter

... behalf of customers. -How clients are feeling: Goldman's customers - mostly large institutions like pensions, mutual funds and hedge funds - felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://www.telegram.com/article/20130416/NEWS/304168760/1237

Fed May Trim Bond Purchases By Year Enda DoubleLine To Launch New...

... rankings aren't perfect, but they provide an excellent starting point for further research into the best mutual funds. Morningstar ranks each fund within its category, giving five stars to the top 10% of funds, four stars to the next 22.5%, three ...

http://www.learnbonds.com/fed-may-trim-bond-purchases-by-year-end/

Check out how the biggest funds fared in the first quarter and where the big money may be going now.

... portfolio a decade or more - dating back to when the fund had the ... More>> 04/02/2013 06:19 PM ET - Foreign mutual funds lagged their U.S. peers this year as the Cyprus bailout and fears of slower growth in China roiled global markets. The average ...

http://news.investors.com/special-report/650080-mutual-fund-quarterly-april-2013.aspx?ref=HPSpotlightMFQuarterly

Funds Roundup: Gold at $800?; Get Used to Slower Growth in China

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/16/funds-roundup-gold-at-800-get-used-to-slower-growth-in-china/?mod=BOL_hpp_blog_fof

Great Headlines Fail To Inspire Homebuilder, Auto and Broker-Dealer ETFs

... with the SEC. Gary Gordon, Pacific Park Financial, Inc, and/or its clients may hold positions in the ETFs, mutual funds, and/or any investment asset mentioned above. The commentary does not constitute individualized investment advice. The opinions ...

http://seekingalpha.com/article/1345811-great-headlines-fail-to-inspire-homebuilder-auto-and-broker-dealer-etfs?source=feed

Overlooked Drawbacks To iShares MSCI Emerging Market Minimum Volatility ETF

... is such a great way of creating a "Minimum Volatility Portfolio," then why are there over 10 Emerging Market mutual funds that have lower 1-year and Since Inception (of EEMV) volatility than EEMV? Focusing on historical volatility clearly doesn't ...

http://seekingalpha.com/article/1345841-overlooked-drawbacks-to-ishares-msci-emerging-market-minimum-volatility-etf?source=feed

Former T. Rowe Price portfolio manager Kris Jenner to start hedge fund in Baltimore

Kris Jenner, who was portfolio manager of one of T. Rowe Price Group Inc. most successful mutual funds, will start a hedge fund in Baltimore later this year to invest in biotech and health care stocks, according to a Bloomberg News report.

http://www.bizjournals.com/baltimore/news/2013/04/16/kris-jenner-t-rowe-price-hedge-fund.html?ana=RSS&s=article_search&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+bizj_baltimore+%28Baltimore+Business+Journal%29

Life With Bitcoin: Meet The Bitcoin Scientist Who's Paid In Bitcoin

... all your eggs in one basket. I put a good chunk of my long-term savings in traditional investments, like index mutual funds. So what can you buy with your bitcoins? I convinced my barber to take bitcoins for haircuts. Just yesterday I purchased a ...

http://www.huffingtonpost.com/2013/04/16/gavin-andresen-bitcoin_n_3093316.html?utm_hp_ref=technology

Former T. Rowe Price portfolio manager Kris Jenner to start hedge fund in Baltimore

... of Big News Network. Kris Jenner, who was portfolio manager of one of T. Rowe Price Group Inc. most successful mutual funds, will start a hedge fund in Baltimore later this year to invest in biotech and health care stocks, according to a Bloomberg ...

http://www.bignewsnetwork.com/index.php/sid/213881076/scat/d5a8e031d9cda237

Goldman Sachs' leaders sound cautious tone

... equity was 20 percent. How clients are feeling: Goldman's customers -- mostly large institutions like pensions, mutual funds and hedge funds -- felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://www.cleveland.com/business/index.ssf/2013/04/goldman_sachs_leaders_sound_ca.html

5 mutual funds hammered by gold

... to pop back anytime soon. He points out gold's fair-market value may be no more than $800 an ounce. But some mutual funds with much broader investment mandates are also big holders of gold-mining stocks. These have been stung too, with tumbling gold ...

http://www.marketwatch.com/story/5-mutual-funds-hammered-by-gold-2013-04-16?siteid=rss&rss=1

Goldman CFO: Still 'very close' to crisis

... equity was 20 percent. -How clients are feeling: Goldman's customers - mostly large institutions like pensions, mutual funds and hedge funds - felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://www.ctpost.com/business/article/Goldman-CFO-Still-very-close-to-crisis-4437750.php

Northern Trust's assets rise 7% in quarter, 13% in year

... asset growth was driven by net new inflows, favorable equity markets and lower waived fees in money market mutual funds, according to a news release. Corporate and institutional assets increased to $604.2 billion, up 8% from the previous quarter and ...

http://www.pionline.com/article/20130416/DAILYREG/130419909/northern-trusts-assets-rise-7-in-quarter-13-in-year

Goldman CFO: Still 'very close' to crisis

... equity was 20 percent. -How clients are feeling: Goldman's customers - mostly large institutions like pensions, mutual funds and hedge funds - felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://www.kirotv.com/ap/ap/financial-services/goldman-sachs-net-rises-5-percent-on-underwriting/nXNFH/

No one-way bet on yen, HSBC says

... yen weakness will be the catalyst to push trillions of dollars currently locked up with Japanese households, mutual funds and insurers out into the world to seek yield. This too should not be taken as a given, Bloom warns. He reminds clients of ...

http://blogs.reuters.com/globalinvesting/2013/04/16/no-one-way-bet-on-yen-hsbc-says/

Long-Term Value in Recent Clean Energy Selloff

The easiest way to gain exposure to the clean energy space is to find mutual funds that are devoted to compiling a green energy portfolio.

http://www.thestreet.com/story/11897050/1/long-term-value-in-recent-clean-energy-selloff.html?cm_ven=RSSFeed&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+tsc%2Ffeeds%2Frss%2Finsight-and-advice+%28TheStreet.com%3A+Insight+%26+Advice%29

Robert Russell's Rise to the Top of the Wealth Management Game Summed Up With One Word: Meteoric

... archetype for lessening risk while increasing returns. If your portfolio consists solely of stocks, bonds and mutual funds, Russell suggests it is time to find a new adviser, and quickly. A man of many parts, Russell authors a highly trafficked ...

http://www.prlog.org/12119737-robert-russells-rise-to-the-top-of-the-wealth-management-game-summed-up-with-one-word-meteoric.html

Gold sell-off: St. Louis investor Holt blames short-sellers

... on prices to fall, said Holt, who has been 100 percent invested in gold and silver mining stocks and gold mutual funds and exchange traded funds since January 2001. Bullion banks are large investment banks that deal in large quantities of gold as ...

http://www.bizjournals.com/stlouis/blog/2013/04/gold-sell-off-st-louis-investor-holt.html?ana=RSS&s=article_search&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+vertical_10+%28Venture+Capital+Industry+News%29

Northern Trust Management Discusses Q1 2013 Results - Earnings Call Transcript

... pressure our net interest margin and also resulted in ongoing fee waivers in connection with our money market mutual funds. We continued to successfully execute on the Driving Performance initiatives announced in early 2012, which are focused on ...

http://seekingalpha.com/article/1344771-northern-trust-management-discusses-q1-2013-results-earnings-call-transcript?source=feed

Many Stocks Still Slumping Even As Market Nails New Highs

The bull market that began in early 2009 has finally returned the Dow and S&P 500 to their previous peaks, creating confidence, with investors who had been pulling money out of mutual funds for several years finally beginning to come back to the market.

http://www.forbes.com/sites/greatspeculations/2013/04/16/many-stocks-still-slumping-even-as-market-nails-new-highs/

Preferred Stock Payoff Not Adequate for Risk: Morningstar

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/16/preferred-stock-payoff-not-adequate-for-risk-morningstar/?mod=BOL_hpp_blog_fof

In Monday Selloff, Most Gold ETF Shareholders Stood Pat

... works well and what doesn't has only gotten harder. Barrons.com's Focus on Funds looks under the hood of ETFs, mutual funds and hedge funds for overlooked values, actionable ideas and the latest pitfalls for fund investors. The blog is written by ...

http://blogs.barrons.com/focusonfunds/2013/04/16/in-monday-selloff-most-gold-etf-shareholders-stood-pat/?mod=BOL_hpp_blog_fof

So Paulson...About that Gold Stash...

... other whose price is determined by the whims of the market. As the more "financialized" gold gets via ETFs and mutual funds, the more it behaves like the rest. Gold is not an antidote to stocks or other "paper" assets. It has now become a paper ...

http://www.gurufocus.com/news/216619/so-paulsonabout-that-gold-stash

Goldman CFO: Still 'very close' to crisis

... behalf of customers. -How clients are feeling: Goldman's customers - mostly large institutions like pensions, mutual funds and hedge funds - felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://cnsnews.com/news/article/goldman-cfo-still-very-close-crisis

Former T. Rowe Price portfolio manager Kris Jenner to start hedge fund in Baltimore

Kris Jenner , who was portfolio manager of one of T. Rowe Price Group Inc. most successful mutual funds, will start a hedge fund in Baltimore later this year to invest in biotech and health care stocks, according to a Bloomberg News report .

http://www.bizjournals.com/baltimore/news/2013/04/16/kris-jenner-t-rowe-price-hedge-fund.html?iana=ind_bank

Goldman CFO: Still 'very close' to crisis

... behalf of customers. -How clients are feeling: Goldman's customers - mostly large institutions like pensions, mutual funds and hedge funds - felt more confident in January and February, then pulled back in March. They were unnerved by the banking ...

http://www.beaumontenterprise.com/business/article/Goldman-CFO-Still-very-close-to-crisis-4437750.php

ONE Financial Corporation announces initial offering

... its new All-Weather Profit Familya (the "Family"). The Family is Canada's first and only family of long/short mutual funds and wrap portfolios, and is essentially bringing hedge funds to the masses. The Family is very different from traditional ...

http://www.newswire.ca/en/story/1147085/one-financial-corporation-announces-initial-offering

New Survey Reports That Oregonians Value Higher Education

... that when saving for college, Oregonians currently utilize - or plan to use - a mix of bank savings accounts, mutual funds, stocks and bonds, financial aid and scholarships, and as well as the Oregon College Savings Plan , the state-sponsored 529 ...

http://eon.businesswire.com/news/eon/20130416005431/en/Survey-Reports-Oregonians-Higher-Education

Russian Stocks Are Cheap- But They Won't Stay That Way

... Given all of these concerns, it is no wonder why investors yanked more than $393 million out of Russian mutual funds the week of April 10th. According to EPFR, this is the worst weekly outflows since September 2011. SEE: Understanding BRIC ...

http://www.investopedia.com/stock-analysis/041613/russian-stocks-are-cheap-they-wont-stay-way-ogzpy-eem-ceo-rsx-mtl-mbt-erus-rusl.aspx?partner=rss_stock_analysis

New Survey Reports That Oregonians Value Higher Education

... that when saving for college, Oregonians currently utilize - or plan to use - a mix of bank savings accounts, mutual funds, stocks and bonds, financial aid and scholarships, and as well as the Oregon College Savings Plan , the state-sponsored 529 ...

http://www.businesswire.com/news/topix/20130416005430/en

Goldman Sachs' net rises 5 percent on underwriting Goldman Sachs...

... ank of China. Revenue from the unit that trades on behalf of customers - usually institutions such as pensions, mutual funds and hedge funds - fell. Revenue from the unit that manages money for clients rose.

http://www.news.net/article/243253/Business/?

Gold sell-off: St. Louis investor Holt blames short-sellers

... tting on prices to fall, said Holt, who has been 100 percent invested in gold and silver mining stocks and gold mutual funds and exchange traded funds since January 2001. Bullion banks are large investment banks that deal in large...

http://www.bizjournals.com/stlouis/blog/2013/04/gold-sell-off-st-louis-investor-holt.html?ana=RSS&s=article_search&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+bizj_stlouis+%28St.+Louis+Business+Journal%29

If Apple breaks $419, the market will go with it

... at this point, AAPL becomes a leading tell for the entire stock market. It is important to understand that mutual funds, ETFs that and index futures managers that need to liquidate positions will first liquidate the largest and most liquid holdings ...

http://money.msn.com/top-stocks/post.aspx?post=1684814c-dd0e-4ce0-96a7-4053df3a5cbc

Goldman Sachs' net rises 5 percent on underwriting

... of China. Revenue from the unit that trades on behalf of customers - usually institutions such as pensions, mutual funds and hedge funds - fell. Revenue from the unit that manages money for clients rose. FILE - In this Tuesday, Jan. 15, 2013, photo, ...

http://bostonherald.com/business/business_markets/2013/04/goldman_sachs_net_rises_5_percent_on_underwriting?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+bostonherald+%28Home+-+BostonHerald.com%29

If Apple Breaks $419, the Market Will Break

... at this point, AAPL becomes a leading tell for the entire stock market. It is important to understand that mutual funds, ETFs that and index futures managers that need to liquidate positions will first liquidate the largest and most liquid holdings ...

http://www.thestreet.com/story/11895735/1/if-apple-breaks-419-the-stock-market-will-break.html

Expense Changes for Vanguard's Mutual Funds, ETFs

Women Advisors Forum Southern Florida on November 15, 2012 at the Island Hotel Newport Beach, is one of six unique... Take advantage of the latest features we've made available to you in the new OnWallStreet.com. At On Wall Street we are dedicated to the needs of the elite advisor.

http://www.onwallstreet.com/news/Expense-Changes-for-Vanguard-Mutual-Funds-ETFs-2684310-1.html

Everything you need to know about financial planning

... and still affording a latte or two. Our busy lives are crazy enough without having to compare five hundred mutual funds - we just want simple ways to manage our finances and save a little money. Make a will. Pay off your credit cards. Get term life ...

http://www.csmonitor.com/Business/The-Simple-Dollar/2013/0416/Everything-you-need-to-know-about-financial-planning?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+feeds%2Fwam+%28Christian+Science+Monitor+%7C+Business%29

BlackRock Profit Rises as Demand for ETFs Boosts Assets

... quarter is more broadly supportive of asset managers in general, with strong January flows for both ETFs and mutual funds,' Luke Montgomery, a research analyst at Sanford C. Bernstein & Co. in New York, said in an interview before the earnings were ...

http://www.onwallstreet.com/news/BlackRock-Profit-Rises-as-Demand-for-ETFs-Boosts-Assets-2684314-1.html

Canadian manager's U.S. bond fund posts dramatic results

... year, compared with a 3.7 per cent average among its peers over the same time. Chou now runs a lineup of five mutual funds from his Toronto office, including stock funds that focus on Europe and on Asia. Investors can purchase stakes in the funds ...

http://www.theglobeandmail.com/globe-investor/funds-and-etfs/funds/canadian-managers-us-bond-fund-posts-dramatic-results/article11239431/?cmpid=rss1

Review: 4 Services to Keep Tax Records Organized

... should provide you with 1099-DIV and 1099-B forms that summarize dividends earned and sales of any stocks and mutual funds. There may be some cases where you'll need more details on when and how much you bought stocks for. Unfortunately, many banks ...

http://www.edgephiladelphia.com/index.php?ch=technology&sc=&sc2=news&sc3=&id=143576