How to catch the market’s upside with a downside cushion

November 25, 2013

25 (Reuters) – Sometimes the very name of a
fund sounds like a security blanket if you’re a risk-averse
investor. Case in point: “Managed volatility funds” promise some
of the stock market’s upside with a cushion on the downside.

Choosing an index fund when the indexes are sky-high

November 18, 2013

CHICAGO (Reuters) – When stocks are on a roll – as they have been thus far this year – you want to go big or go home.

Column: Smart-beta stock ETFs focus on fundamentals

November 12, 2013

CHICAGO (Reuters) – Holding stocks in a passive index fund as a core portfolio holding has generally been a rock-solid idea. You can own nearly the entire market at a low cost and not get snagged in market timing errors.

Smart-beta stock ETFs focus on fundamentals

November 12, 2013

CHICAGO, Nov 12 (Reuters) – Holding stocks in a passive
index fund as a core portfolio holding has generally been a
rock-solid idea. You can own nearly the entire market at a low
cost and not get snagged in market timing errors.

Column: Why IPOs are unlikely to produce long-term gains

November 4, 2013

CHICAGO (Reuters) – As the founders and backers of Twitter move toward the ultimate tweet – an initial public offering – it’s a good time to ask whether IPOs are good investments.

Why IPOs are unlikely to produce long-term gains

November 4, 2013

4 (Reuters) – As the founders and backers of
Twitter move toward the ultimate tweet – an initial
public offering – it’s a good time to ask whether IPOs are good
investments.

Beyond the Glitches: Profiting from Obamacare

October 28, 2013

CHICAGO, Oct 28 (Reuters) – In the shadow of the bungled
rollout of the U.S. Affordable Care Act health insurance
exchanges, a handful of companies are quietly profiting from the
biggest expansion of healthcare since Medicare in the mid-1960s.

Three portfolio strategies to hedge political risk

October 21, 2013

CHICAGO (Reuters) – For angst-addled market watchers, the U.S. debt ceiling and budget chaos has been like one of those amusement-park rides in which you ride upside down. It’s harrowing and probably not over yet.

How to navigate the troubled municipal bond market

October 15, 2013

CHICAGO (Reuters) – If you can avert your eyes from the federal government’s budget and debt-ceiling crisis, you may spot more trouble ahead in the state and local municipal bond markets.

Circuit breakers investors can use for a debt default

October 7, 2013

CHICAGO (Reuters) – In times of calamity, every portfolio needs a set of circuit breakers.