Private Equity Funds for the Masses
What investors should know before they dive in.
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When Less Risk Equals More RewardRecent research suggests that lower-volatility stocks and funds tend to perform better over the course of many years.
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Merk: U.S. Investors Too Exposed to the DollarWhen U.S. policymakers get the 'incentive' from the bond market to address the current deficits, the U.S. dollar may be under far more severe pressure than the euro currently is, says currency fund manager Axel Merk.
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Recognizing Red Flags in Your Target-Date FundMorningstar analyst Josh Charlson helps investors size up 'glide path' changes in their target-date fund series, and also discusses recent target-date performance and fund flow trends.
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An Investor's Blueprint for Mortgage-Backed BondsMorningstar's Eric Jacobson outlines the fundamentals and key risk factors investors should know about this huge part of the bond market.
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2 Strategies for Maximizing Social Security'Restricted application' and 'file and suspend' are two techniques spouses can employ to ensure they get the most out of their Social Security benefits, says Michael Kitces of Pinnacle Advisory Group.
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The Case for Cash in a High-Yield FundOsterweis' Carl Kaufman sees credit risk near historically low levels, but he's keeping cash in store as conditions are ripe for another correction.
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Do Fund Flows Show a Bond Bubble?The $700 billion that has flowed into taxable-bond funds in the last five years is larger than flows into U.S. equity funds in the late '90s, but investors today seem to be reacting to fear and not chasing performance.
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CEF Investors: Get More Income With Covered CallsCovered-call strategies in CEFs allow for higher distribution rates, but Morningstar's Cara Esser says investors should look for the underlying strategy first and not just the covered-call strategy.
