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  1. Are 401(k) Funds Second-Rate?

    These funds may have been second-rate but seem no longer to be.

  2. Lump-Sum or Annuity?

    Almost weekly, the press announces another large corporation deciding to terminate their defined benefit retirement plans. Use this framework to help your clients make the best distribution decisions.

  3. 3 Surprising Findings from Morningstar's Alternatives Survey

    Increased institutional use of mutual funds is among the surprises in this year's survey results.

  4. Ins and Outs of Taking Required Minimum Distributions From Multiple Plans

    From a distance, taking required minimum distributions looks easy, but up close it's more complicated.

  5. A Nobel Laureate's Retirement Proposal

    The idea is good, but the benefits are overstated.

  6. Creating Portfolios for the Follower Behavioral Investor Type

    Learn how to create a behaviorally modified asset allocation for Followers, or passive investors.

  7. The Target-Date Industry in 5 Charts

    Highlights from Morningstar's 2014 Target-Date Series Research Paper.

  8. The Perils of Back-Testing

    Are the findings accidental?

  9. The Conundrum of Mary Jo White

    If Wall Street were really interested in having a total commitment to the long-term interests of its clients, it would embrace a fiduciary standard, but it does just the opposite.

Recent Videos

  1. A Foreign Fund With 3 Uncommon Qualities

    A long-tenured manager and a disciplined all-cap growth approach make this unusual fund worth a closer look.

  2. What Opportunities Are There in an Overvalued Market?

    Valuations are high, but Morningstar's quantitative equity ratings uncover two key areas to consider.

  3. Generating Income in a Low-Yield World

    Investors should avoid over-engineering an income-only portfolio and consider a total return approach to generating the income they need, says Vanguard's Fran Kinniry.

  4. Peters' Favorite Long-Term Dividend Pick

    Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.

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Recent Articles

  1. Tuttle Tactical Management Weekly Market Notes

    Tuttle Tactical Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Tuttle ...

  2. Are Some Flexible Funds Proving Academics Wrong?

    Tactical target-date funds are outperforming those that don't zig when the market zags.

  3. Disclosure Considerations for ETF Managed Portfolios

    An increase in awareness will help to mold industrywide best practices.

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