Private Equity Funds for the Masses
What investors should know before they dive in.
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Dividend-Paying Stocks Are Not BondsVanguard's chief economist, Joe Davis, cautions investors who turn to equities to replace bond income and also offers some vehicles for short- and long -term inflation protection.
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Large-Growth Stocks Still Have Room to RunFears of past market crises have investors selling the category despite its wide margins of safety and outperformance over its blend and value counterparts, says Morningstar's Shannon Zimmerman.
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Watch for Overlap Among Low-Vol and High-Dividend FundsAlthough fund shops often promote the strategies' differences, correlations between the two are high as healthy dividend payers also tend to be lower-volatility companies.
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Retirees: Focus on Portfolio Value, Not YieldThere are better ways to get retirement income than sacrificing portfolio diversification and balance for higher-risk assets, cautions Vanguard's Joel Dickson.
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Out of Equities and Into the Fire?Although investors may remain broadly skeptical of equity markets, asset flow data suggest they could be taking more risk than expected in other asset classes.
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Bogle: Keep Bonds for the Bumps in the RoadStocks should outperform bonds in the coming decade, but investors need a significant allocation to fixed income for stability in today's troubled market, says Vanguard founder Jack Bogle.
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Ferri's 10-Year Market ForecastPortfolio Solutions' Rick Ferri expects stocks to return 7% and bonds to yield 2% during the next decade, and he also offers tips on how investors should handle their fixed-income positions.
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Fund Favorites and Follies Over 20 YearsIn this special 50-minute panel discussion, Morningstar's Christine Benz , Russ Kinnel, and John Rekenthaler chart fund investing's course over the last two decades, discuss investors' biggest challenges today, and reveal some of their favorite longtime picks.
