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  1. The Year's Biggest Fee Cuts and Hikes

    Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.

  2. A Defensive-Stock Fund for Risk-Averse Investors

    Low-volatility funds offer lower risk but not necessarily better returns than the market.

  3. This Bank-Loan Fund Is a Standout

    A sound, repeatable process executed by an experienced team drove us to upgrade our rating on this closed-end fund. 

  4. High-Frequency Traders: Part 2

    What Michael Lewis didn't write.

  5. Franklin Growth Manager Jerry Palmieri Dies at Age 85

    He was the first-ever recipient of Morningstar's Fund Manager of the Year award.

  6. The Biggest Mistake in Estate Planning for Retirement Benefits

    The most common tragedy is the planner who did not take care of the client's beneficiary designation form.

  7. The Advisor's Technology Swiss Army Knife

    One advisor technology startup combines a suite of disparate business-development tools into one effective solution.

  8. Partying Like It's 1999

    We take a look at a large and liquid Internet ETF. Beware bubbles and monitor valuations.

Recent Videos

  1. 5 Numbers for This Gold-Rated Fund

    This actively managed portfolio has a very low expense ratio, a well-rounded asset mix, and outstanding long-term performance.

  2. Herro: Still Places to Find Value Abroad

    Japanese and European equities drove returns for Oakmark International last year, but manager David Herro says it's a long-term positive to have exposure to emerging-markets consumers.

  3. Oakmark International's Secret Hiding in Plain Sight

    The fund's plain-vanilla focus on company fundamentals allows it to uncover value in any kind of stock and has contributed to its long-term outperformance, says Morningstar's Shannon Zimmerman.

  4. There's More to Wealth Than Your Portfolio

    Investors need to observe all the factors in their total wealth allocations and adjust their portfolios accordingly based on nonfinancial assets.

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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. Rarer Than Rare

    Eugene Fama and Kenneth French's study on the distribution of manager skill.

  3. United States Equity Strategies

    The tactical message continues to resonate through equity market rally.

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