Public investment fund
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TCW New America Premier Equities (TGUNX): Outperforming the S&P 500 with ESG Focus
TCW New America Premier Equities (symbol, TGUNX) has been white-hot since its 2016 launch. The large-company stock fund's 25% annualized return since February of that year blitzed Standard &
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Top 25 Performing Mutual Funds: A Comprehensive List & Analysis
Getty ImagesIf you're seeking out the best mutual funds, keep your wits about you. Mutual funds have a mind-numbing selection of ways to claim bragging rights. "Best five-year record."
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Inflation Outlook: Is the Threat Truly Over?
ArtyAlisonMost people have a pet fear, whether it's being attacked by bees, bears or giant sandworms.For retirees, one of the most common fears is inflation.Rising prices can eat away the value o
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Wasatch Small Cap Value: Outperforming Small-Cap Stocks Since 2009
Small-company stocks have trailed large-company stocks for much of the bull market. But you wouldn't know that by looking at Wasatch Small Cap Value. The fund's 18.8% annualized gain since t
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American Century Equity Income: A Value-Focused Investment Strategy
Famed Hollywood director Howard Hawks is said to have defined a good film as one with three good scenes and no bad ones. The management team behind American Century Equity Income (symbol, TWEIX) takes
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Market Timing: Why Staying Invested Often Wins
Getty Images/PhotoAltoThe headlines scream at us relentlessly from our computers and phones, seemingly begging us to engage in market timing. "This market looks just like 1998," says one. &q
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Charles Schwab's Vision for Accessible Investing: A Look Inside 'Invested'
Charles Schwab’s latest book, Invested, is part memoir and part ode to the brokerage firm he founded that in many ways changed how Americans invest. He chronicled the firm’s beginnings for Schwab empl
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Fidelity Advisor Strategic Income: Navigating a Challenging Bond Market
Martina_LThe bond market has been perplexing of late. When Treasuries do well, higher-risk bonds, such as corporate debt, typically lag. Not this year. Both bond sectors have rallied recently. Cuts in
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Wasatch Ultra Growth: Navigating the Risks & Rewards of Small-Cap Investing
Investing in small, fast-growing firms isn't for the faint of heart. Over the past 10 years, the Russell 2000 Growth index, which tracks stocks in small, growing firms, has been 42% more volatile
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2020 Bond Market Outlook: Why Staying Invested Makes Sense
DNY59I'm expecting another good year for bond and bond-style investments in 2020. Not as spectacular as 2019, but rewarding enough to feel confident about sticking with what's working. A yea
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James Glassman's 2020 Stock Predictions: A Data-Driven Outlook
My annual stock choices beat Standard & Poor's 500-stock index for the fourth year in a row in 2019, and the margin was pretty spectacular, if I do say so myself. For the 12 months ending Oct
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Top 10 Performing Stocks of the Last Decade | S&P 500
(C) 2017 fstop123 ((C) 2017 fstop123 (Photographer) - [None]At the close of any decade, we're often compelled to look back—especially at investment returns. Below, we highlight the 10 stocks in S
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Morningstar Tightens Fund Rating Criteria: What Investors Need to Know
Getty Images/iStockphotoWinning a coveted Gold rating from Morningstar's fund analysts will become tougher under newly tightened criteria.Morningstar is overhauling its system of mutual fund rati
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Top 7 Bond Funds for Retirement Income in 2021
Getty ImagesPerhaps one of the easiest investing predictions to make for the coming year is that the bond market will be a challenge to navigate. And that could mean a frustrating time for retirement
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Navigating the 2020 Market: Investment Strategies & Outlook
Every bull market has its quirks, but this one, in its old age, has developed a split personality. After a near-death experience at the end of 2018, the bull recovered in 2019 and the stock market hi
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Top 10 REITs to Invest In for Strong Returns in Late 2021
Getty ImagesReal estate investment trusts (REITs) have been stellar performers so far in 2021. The real estate sector's roughly 30% total return (price plus dividends) through the end of August e
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Top Stocks to Buy for Q4 2021: Expert Picks & Recovery Opportunities
Getty Images2021 might have been the most anticipated year in history, or at least in recent memory. After the hard slog of 2020 and the COVID-19 pandemic, 2021 would have to be better by default. Tha
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HOMZ: Hoya Capital Housing ETF - Diversified Exposure to Real Estate
Housing represents the largest slice of the average American’s annual spending, at 33%. Yet the few housing-related exchange-traded funds available to investors overlook huge chunks of the market. Som
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Vanguard High-Yield Tax-Exempt (VWAHX): Understanding the Fund's Risk & Return
MaxianNames can be deceiving. French fries aren’t really French, and Vanguard High-Yield Tax-Exempt fund (symbol VWAHX) isn’t a high-yield bond mutual fund. In the bond investing world, the words high
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AMG TimesSquare International Small Cap (TCMIX): Strong 1-Year Performance
For stock mutual fund AMG TimesSquare International Small Cap (symbol TCMIX), the past year started with a yelp and ended with a hurrah. Over the past 12 months, this member of The Kiplinger 25, our f
Public investment fund
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Maximize Savings: 5 Strategies for Higher Returns in Low-Interest EnvironmentsChanging certain habits and choosing the right accounts can make a big difference. (iStock) In March 2020, the Federal Reserve cut its federal funds rate to near zero, a record low. While this action ...
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Accounting Automation for CPAs: 5 Key Benefits & Addressing ConcernsAutomation and workflow optimization aren’t new words to those working in the accounting field. However, the dawn of artificial intelligence has raised a number of new questions, and many accountants...
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Oil Prices Surge as OPEC Considers Production CutsOil prices spiked Friday amid reports OPEC members and their allies will hold a virtual meeting to discuss an end to their price war. Brent crude oil, the international benchmark, climbed as much as 1...
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Robinhood IPO: Key Risks Investors Need to Understand
Financial app Robinhood talks about democratizing investing – and it did something about it with its own initial public offering, or IPO. The broker allowed its customers to participate in its...