Personality Type Theories and Investing
The fundamental characteristics of personality types are connected with the concept of the financial personality type.
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These Newly Launched CEFs Stand OutMorningstar's Cara Esser examines recent trends in the CEF IPO market, fund-merger activity, and some names for your radar.
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Key Focus Points for Bond-Fund InvestorsMorningstar's Eric Jacobson on the crucial data points that fixed-income fund investors must keep on their radar and how to interpret them.
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Some Assets a Better Fit for ETFs Than OthersETFs can be great vehicles for accessing core, liquid areas of the market, but they have more issues in MLPs and illiquid underlying assets, like high-yield bonds.
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Under the Hood of ETF Managed PortfoliosAs the fiduciary standard expands, ETF managed portfolios will continue to look increasingly attractive to registered investment advisors seeking to outsource investment management, says Morningstar's Andy Gogerty.
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Want Emerging-Markets Income? Look to These CEFsDebt in developing markets is not as risky as some think, and closed-end funds are good vehicles to take advantage of the higher yields in these regions.
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Retiree Survival Guide for Market VolatilityRetirees can gain some peace of mind by maintaining a near-term liquidity 'bucket,' reassessing their withdrawal rate, and stress-testing their equity holdings.
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How Recession-Resistant Are Your Funds?Morningstar statistics such as downside capture ratio and average moat rating can help investors gauge how well a fund may hold up in a downturn.
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Bond Fund Flows Show Signs of Slowing DownAs economic concerns weighed, taxable-bond funds were the strongest asset gainers in May, but their inflows were only about half what they were the prior month, says Morningstar's Kevin McDevitt.
