And when to make big bets.
A shift is under way in the makeup of the taxable-bond universe.
These funds may have been second-rate but seem no longer to be.
Regional equities struggled but MLPs surged ahead in the first half of 2014.
At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.
Weak relative performance has spurred outflows.
Volatility-based weighting is taking us back to what Harry Markowitz told us to do in the first place.
When looking for the lowest cost exchange-traded product, it's important to take a holistic approach and mind the bid-ask spread.
|Tuttle Tactical Management Weekly Market Notes||07/23/2014|
|The Trade-Off Between Diversification and Knowledge||Investment Insights||Samuel Lee||07/22/2014|
|The Temptations and Dangers of Higher-Yielding Funds||Investment Insights||Sarah Bush||07/22/2014|
|Are 401(k) Funds Second-Rate?||Fund Times||John Rekenthaler||07/20/2014|
|In 2014's First Half, MLPs Reign King||Investment Insights||Cara Esser||07/18/2014|
|Strategic Beta: Taking the Alpha Out of AlphaDEX||Investment Insights||Michael Rawson, CFA||07/18/2014|
|Lump-Sum or Annuity?||Practice Builder||Susan Chesson, MBA, CTP and Helen Modly, CFP, CPWA||07/17/2014|
|Investors Are Fleeing These 3 Funds, but Should They?||Investment Insights||Greg Carlson||07/17/2014|
|Back to Markowitz||Investment Insights||Paul Kaplan||07/16/2014|
|Tuttle Tactical Management Weekly Market Notes||07/16/2014|