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

Clough Global Allocation Fund, Clough Global Equity Fund and Clough...

... $4.2 billion in assets: $1.7 billion in hedge fund and institutional accounts; $68 million in open-end mutual funds; and $2.4 billion in three closed-end funds (as of March 31, 2013) - Clough Global Allocation (GLV), Clough Global Equity (GLQ), and ...

http://www.businesswire.com/news/topix/20130416005395/en

BlackRock profit jumps 10 percent on stock funds' strength

... fund assets were $421.1 billion. "We are committed to improving performance" in active management of U.S. mutual funds, Fink said on the call. Shares of BlackRock rose 1.5 percent at $257.77 in early Tuesday trading. The stock has risen 23 percent ...

http://au.ibtimes.com/articles/20130416/blackrock-profit-jumps-10-percent-on-stock-funds-strength.htm

Northern Trust Profit Rises 1.7% as Stock Gains Boost Assets

... said. Custody banks keep records, track performance and lend securities for institutional investors, including mutual funds, pension funds and hedge funds. Northern Trust also manages investments for individuals and institutions. Results were ...

http://washpost.bloomberg.com/Story?docId=1376-MLAY8S6S972B01-0LMB2GOB49S5IMGMSI4K351OM3

Tenneco Moves Up In Market Cap Rank, Passing Apollo Group

... sedans (and not SUV's). This can have a direct impact on which indices will include the stock, and which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only ...

http://www.forbes.com/sites/dividendchannel/2013/04/15/tenneco-moves-up-in-market-cap-rank-passing-apollo-group/

Weight Watchers International Moves Up In Market Cap Rank, Passing Apollo Group

... sedans (and not SUV's). This can have a direct impact on which indices will include the stock, and which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only ...

http://www.forbes.com/sites/dividendchannel/2013/04/15/weight-watchers-international-moves-up-in-market-cap-rank-passing-apollo-group/

3 Ways to Play Utilities

... 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 ...

http://www.gurufocus.com/news/216555/3-ways-to-play-utilities-

Personal Finance Daily: 10 things sugary drinks won't tell you

... card is called for - can drive a wedge between friends. Why Facebook won't kill the greeting card. Are your mutual funds worth what you are paying to own them? Most investors answer that crucial question backwards, saying that the fund's results ...

http://www.marketwatch.com/story/10-things-sugary-drinks-wont-tell-you-2013-04-15?siteid=rss&rss=1

7 Questions to Ask Potential Financial Planners

... are the best he can find or the ones that generate the largest fees. When an adviser wants to swap a few mutual funds in and a few out, is he doing so to improve your performance or because he needs to score more commissions to make a car payment? ...

http://www.kiplinger.com/article/investing/T038-C000-S001-7-questions-you-must-ask-your-financial-adviser.html

Don't Blame China For The Sell-Off In U.S. Stock 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/1343051-don-t-blame-china-for-the-sell-off-in-u-s-stock-etfs?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/11895866/1/3-stocks-spiking-on-big-volume.html?cm_ven=RSSFeed&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+tsc%2Ffeeds%2Frss%2Flatest-stories+%28TheStreet.com+Latest+Headlines%29

Sector Rankings For ETFs And Mutual Funds: Only Consumer Staples Currently Attractive

... distributions by sector. See my free ETF & mutual fund screener for rankings, ratings and free reports on 7000+ mutual funds and 400+ ETFs. My fund rating methodology is detailed here . To earn an Attractive-or-better Predictive Rating, an ETF or ...

http://seekingalpha.com/article/1342561-sector-rankings-for-etfs-and-mutual-funds-only-consumer-staples-currently-attractive?source=feed

How to Execute a Sale-Leaseback Investment Strategy

Investing in real estate is tough. Unlike stocks, bonds or mutual funds you cannot login to your brokerage account and review some reports before making a trade.

http://www.biggerpockets.com/renewsblog/2013/04/15/sale-leaseback-investment-strategy/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+RealEstateNewsForReal+%28Real+Estate+News+For+Real+%7C+A+BiggerPockets+Blog%29

Pension fund should hire that other guy

... It's time to state some facts! Just look in the financial section of the U-T and you can readily see many MUTUAL FUNDS earning more than the 11.4% earned by Mr. Partridge and they did it in less than 3 months of this year. Plus most of these are ...

http://www.utsandiego.com/news/2013/apr/15/watchdog-letter-lee-partridge-bonus-sdcera/

John Bogle: Total Corporate Bond Fund Neededa TIPS In Longest...

... cash into the economy are now selling. For the first time since the depths of the financial crisis in 2008, mutual funds that target Treasury Inflation-Protected Securities have seen outflows for three straight months. Morningstar: - Bond fund ...

http://www.learnbonds.com/john-bogle-total-corporate-bond-fund-needed/

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/canadian-managers-us-bond-fund-posts-dramatic-results/article11239431/?cmpid=rss1

Gold Melts as Wall Street Turns Bearish

... the current gold market. On Monday gold saw its biggest decline in 30 years as institutional investors, mostly mutual funds and the like, dumped the precious metal like a load of dirt. The price of an ounce of gold had fallen to around $1,356 in ...

http://www.foxbusiness.com/markets/2013/04/15/gold-bugs-panicking-selloff-to-continue-analysts/

Low Customer Trading Volume Weighs On Charles Schwab

... organic growth rate. It added 244,000 new brokerage accounts, a 2% increase from a year ago. Fee revenue from mutual funds and other managed money products climbed 14% But costs rose. And the company waived $155 million in fees on money-market ...

http://news.investors.com/business/041513-651905-charles-schwab-earnings-td-ameritrade-etrade-preview.htm?ref=HPLNews

Profit taking takes down precious

... a nearly a 400% return-on-investment. Cashing in on whopping profits, traders in Exchange Traded Funds [ETFs], mutual funds, hedge funds, bullion purchases, etc., unloaded gold holdings, dropping the price nearly 40% from its Aug. 22, 2011 close. ...

http://www.examiner.com/article/profit-taking-takes-down-precious?cid=rss

3 Ways To Play Utilities

... 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 ...

http://seekingalpha.com/article/1342501-3-ways-to-play-utilities?source=feed

TIPS in Longest Selloff Since ?08 as U.S. Bancorp Cuts Bets

... are now selling on the behalf of clients. For the first time since the depths of the financial crisis in 2008, mutual funds that target Treasury Inflation-Protected Securities have seen outflows for three straight months, according to Morningstar ...

http://washpost.bloomberg.com/Story?docId=1376-ML8Z391A1I4G01-1FFT8830B7BL3GTBJGMG791F09

Can CYS Investments Keep Its Dividend Going This Quarter?

... the industry, regulators see the potential for systemic risk and could seek to treat them as traditional mutual funds. That could kill their leverage-based models and bring their lucrative dividend yields to an end. In CYS's quarterly report, watch ...

http://www.fool.com/investing/general/2013/04/15/can-cys-investments-keep-its-dividend-going-this-q.aspx

Tech 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.freep.com/apps/pbcs.dll/article?AID=2013304150160

If You're Knee Deep in Gold and Silver, For *

... 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/2013/04/15/if-youre-knee-deep-in-gold-and-silver-for-sake-dont-sell-now-wells-fargo/?mod=BOL_hpp_blog_fof

Bulldog Investors Wants to Boot Firsthand Fund Directors, Managers

... 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/2013/04/15/bulldog-investors-wants-to-boot-firsthand-fund-directors-managers/?mod=BOL_hpp_blog_fof

Tax Geeks: Make Tax Filing Easy, Kill The Mortgage Deduction, Tax CPAs

... and private sectors. For example, PhD economists from Ernst & Young and the Investment Company Institute, the mutual funds' trade group, are on the NTA's board. The 415 members who completed the 100 question on-line poll likely skewed to the left ...

http://www.forbes.com/sites/janetnovack/2013/04/15/tax-geeks-make-tax-filing-easy-kill-the-mortgage-deduction-tax-cpas/?ss=personalfinance

UPDATE 3-Schwab profit boosted by higher fee revenue

Charles Schwab Corp's first-quarter profit rose 6 percent on higher fee revenue from mutual funds and other managed money products, but expenses increased and client trading revenue remained weak, the company said on Monday.

http://www.theglobeandmail.com/try-it-now/try-it-now-rob-insight/?contentRedirect=true&articleId=11230995

Schwab profit boosted by higher fee revenue

first-quarter profit rose 6 percent on higher fee revenue from mutual funds and other managed money products, but expenses increased and client trading revenue remained weak, the company said on Monday. Earnings per share of 15 cents missed analysts' ...

http://au.ibtimes.com/articles/457394/20130416/schwab-profit-boosted-by-higher-fee-revenue.htm

Four Services for Keeping Your 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://techland.time.com/2013/04/15/four-services-for-keeping-your-tax-records-organized/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+timeblogs%2Fnerd_world+%28TIME%3A+Techland%29

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/11895854/1/4-stocks-rising-on-unusual-volume.html

Don't get too excited about the bull market

... many investors to abandon even well-developed plans and pull hundreds of billions of dollars out of stock mutual funds. They ended up missing out on a rally of more than 130 percent, based on the S&P 500 Index. Now, fund flows have reversed course, ...

http://www.cbsnews.com/8301-505123_162-57579592/dont-get-too-excited-about-the-bull-market/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+CBSNewsGamecore+%28GameCore%3A+CBSnews.com%29

Juice Your Portfolio Returns WIth REIT Funds

... in over 20 countries. REITS can be purchased as individual stocks or through Closed End Funds (CEFs), ETFs, or mutual funds. This analysis will not consider individual stocks and will only analyze funds that have at least a 3 year track record. For ...

http://seekingalpha.com/article/1342341-juice-your-portfolio-returns-with-reit-funds?source=feed

Broken Clock

Even Ben Bernanke couldn't put off at least a temporary correction that Sentiment Indicators have been calling for, for weeks! Anyone watching the markets Friday and today might feel that as Trim Tabs reported, the first quarter of 2013 saw a nine-year record of $$ inflows into mutual funds - Retail finally got seduced by the "What-Can-Go-Wrong" ... (more)

http://www.examiner.com/article/broken-clock?cid=rss

UPDATE 2-Schwab first-quarter earnings rise but miss estimates

... Jed Horowitz April 15 (Reuters) - Charles Schwab Corp's first-quarter profit rose 6 percent as fee revenue from mutual funds and other managed money products jumped 14 percent while expenses rose and client trading revenue remained weak, the company ...

http://www.theglobeandmail.com/try-it-now/try-it-now-rob-insight/?contentRedirect=true&articleId=11224891

Tech 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.freep.com/article/20130415/BUSINESS07/304150160/1002/business

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://newsok.com/review-4-services-to-keep-tax-records-organized/article/feed/527563?custom_click=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+newsok%2Fbusiness+%28NewsOK.com+RSS+-+business%29