This investor is looking to better-position an inherited IRA for RMDs--and future growth.
Here's a look at how Apple's fourth-quarter retreat has affected some widely held, actively managed stock funds.
You won't see much fireworks here except for maybe a snake or some caps.
Tracking the web of the family's interlocking managers can be a complicated task.
Large-cap U.S. is the contrarian play.
Plus, CGM Focus, Amana Funds, American Funds, and Fairholme did well.
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.
Active funds that deviate only slightly from the index may not be worth it.
Do these funds deserve all that money?
A look at past and current recommendations.