Reuters Money

Zap zombie funds within your portfolio

November 1, 2011

zombie index fundsDo you have zombie index funds within your portfolio?

Instead of eating up your brains, they devour your nest egg with high expenses and walking dead performance. They may be lurking within your 401(k)-type plan or individual retirement account.

Target date funds get better and bigger, report finds

October 18, 2011

Target date funds are getting better – and that’s good news, because they’re also becoming the 800-pound gorilla of the workplace retirement saving scene.

Tactical asset allocation might become your new normal

October 17, 2011

Market volatility is like a headache that hangs on. The cure may lie in shifting your mind from keenly focusing on risk instead of returns.

Your retirement rollover decision could save you thousands

October 14, 2011


In the two decades that I’ve been covering personal finance, I’ve worked for three big companies. I like to practice what I preach, like in the video above, where I explain some simple ways that you can manage your 401(k) when you change jobs and potentially save yourself more than $60,000 in about 30 minutes.

Balancing your portfolio in a bonkers market

September 26, 2011

Balance is a rare bird these days. Jobs, housing, stocks, European debt: All seem to be in a spasmodic tailspin.

Hedging can end your retirement panic now

August 22, 2011

Even with the most recent market agita, there’s no reason for you to worry long-term about your retirement funds.

How much stock should older investors hold?

August 18, 2011

Jim Dundee’s business is doing well — he’s an optician and owns his own retail optical store near Tampa, Florida. But Dundee started to get nervous about the economy and stock market a couple months ago.

“Sleep Well” funds: Where to invest for a good night’s rest

August 17, 2011

The following is a guest post by Lawrence Carrel, author of “ETFs for the Long Run” and “Dividend Stocks for Dummies.” The opinions expressed are his own.

Target date funds faring better in this market meltdown

August 11, 2011

After the 2008 market crash, target date funds came under heavy fire for failing to protect older retirement investors. This time around, TDFs are faring much better – thanks to lessons learned a few years ago.

Debt ceiling: 10 reasons not to move your money now

July 28, 2011
With the markets getting more and more nervous as the days tick by to August 2 without a debt deal, one thing that might be keeping the bottom from falling out is the calm of financial advisers. To borrow from former President George W. Bush, they are urging clients to “stay the course.” And behold, they cite many sensible reasons for doing so.

Reuters Money reached out to members of the financial community to see how they’re calming the folks they advise. An overwhelming majority expressed faith that lawmakers would broker a deal by the deadline, and markets would adjust regardless.