Spring cleaning for your portfolio

April 29, 2013

CHICAGO, April 29 (Reuters) – Whether you need to invest a
tax refund or simply want to see if you’re on track with your
investments, spring is a great time to get out the broom.

Column: Closed-end funds provide yield, but at a price

April 26, 2013

CHICAGO (Reuters) – Investors chasing yield in this low-rate environment are jumping into alternative vehicles. That’s helping closed-end income funds stage a comeback.

Closed-end funds provide yield, but at a price

April 26, 2013

CHICAGO, April 26 (Reuters) – Investors chasing yield in
this low-rate environment are jumping into alternative vehicles.
That’s helping closed-end income funds stage a comeback.

Bugged out on gold? Try REITs instead

April 22, 2013

CHICAGO, April 22 (Reuters) – In the wake of a dramatic gold
sell-off over the last two weeks, investors are looking for
other ways to hedge against inflation.

Customized green portfolios make more of a difference

April 19, 2013

CHICAGO, April 19 (Reuters) – Green stock funds have always
made me blue. There are dozens of socially responsible,
“clean-tech” or environmentally friendly mutual and
exchange-traded funds, but I have a hard time recommending them.
They are typically too expensive because of their fees, have
poor returns and are too concentrated in highly volatile stocks.

Thai stocks worth a look, but be cautious

April 16, 2013

CHICAGO, April 16 (Reuters) – Most emerging market talk
focuses on BRICS – Brazil, Russia, India, China and South Africa
- or maybe even TIMPs – Turkey, Indonesia, Mexico and the
Philippines. But one sizzling emerging market that has not been
adopted into an investing acronym is Thailand.

High costs dim appeal of multi-asset funds

April 12, 2013

CHICAGO (Reuters) – On paper, multi-asset funds look great. These tactical “fund of funds” let an investor cover objectives ranging from inflation protection and income to international growth, while enabling managers to diversify quickly and avoid market sell-offs.

Take the lazy portfolio route to big returns

April 8, 2013

CHICAGO (Reuters) – I have always found that laziness is a virtue when it comes to managing my own money. The less I trade, the better my performance.

A five-point strategy for riding the bull

April 5, 2013

CHICAGO (Reuters) – With the U.S. stock market rallying this year, it may be enticing to take extra cash on hand and ride the bull.

Four reasons why boomerang effect will prolong stock rally

April 1, 2013

CHICAGO, April 1 (Reuters) – This is no April Fool’s day
joke, but catastrophes are good for stocks – eventually. The
market usually boomerangs into massive rallies in the wake of
them. That’s what seems to be happening now, which sustains the
argument for a continued rally after the S&P 500 index and the
Dow Jones Industrial Average hit new highs last week.