THE FEELING’S MUTUAL

THE FEELING’S MUTUAL

In a superbly comprehensive and gracefully written piece for marketwatch.com headlined The right way to pick a new mutual fund, senior columnist Chuck Jaffe offers a “7-step guide to adding mutual funds and ETFs to a portfolio.” Here are lengthy excerpts from his...
BY THE NUMBERS

BY THE NUMBERS

Numbers tell a story and the IRA story reported by Warren S. Hersch in a lifehealthpro.com piece is one of growth. Excerpts: “Fueled by the huge wave of boomers transitioning to retirement, investments in individual retirement accounts grew by 17 percent last year,...
ON THE TDF FRONT

ON THE TDF FRONT

When it comes to fees, frankly all fees, the word we always like to hear is, decrease. So we were drawn to Lee Barney’s interesting planadviser.com piece noting that a BrightScope report on trends in target-date funds (TDFs) “showed that in 2013, fees declined, assets...