Author Carl Richards urges caution of the many biases that can creep into investors' mind-sets, noting the potential hazards of overconfidence, pattern recognition, and more.
As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.
Many retirees are creating hybrid withdrawal plans--with ceilings and floors--to adjust for market volatility, but a balanced portfolio is key amid fluctuating rates, says Vanguard's Maria Bruno.
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
MetWest's Tad Rivelle says recent swings in the fixed-income market are representative of conditions when QE3 ends, and he is eyeing asset classes with low Treasury correlations.
Emerging-markets consumer stocks are one of the few areas of long-term growth as the people are buying, eating, and drinking better, says Virtus Foreign Opportunities manager Rajiv Jain.
Five stats from the Conference and the stories behind them: 10 more years of financial repression, three retirement train wrecks, 7% more dividends on the S&P, and more.
T. Rowe Price senior financial planner Christine Fahlund discusses how low interest rates may impact annuity decisions, asset location, and the timing of Social Security.
Fidelity's Ron O'Hanley answers our questions on the balance between consistency and outperformance, the role of its multi-manager funds, enhancements to its fund boards, and the firm's vision for ETFs.
After a nasty 25-year bear market, Japan is still far cheaper than both U.S. and European equities, despite its huge rally, says IVA CIO and portfolio manager Charles de Vaulx.