Journal Reports: Funds & ETFs News

By Anonymous
  • The 4% Retirement Rule Is Just a Starting Point

    Ask Encore: The magic number will vary by person. Here are some ways to more accurately calculate your own number.

    Journal Reports: Funds & ETFs News
  • The Eight Best Predictors of the Long-Term Market

    Here are the stock indicators with the enviable track records—and the cautionary tale that they tell.

    Journal Reports: Funds & ETFs News
  • My Boss Makes What?!

    Employees work harder after finding out their boss’s salary is higher than they estimated, new study finds.

    Journal Reports: Funds & ETFs News
  • William Shatner Reveals His Best and Worst Personal Investments

    Best Bet/Worst Bet: The “Star Trek” actor got rich on Priceline stock, before his gains vaporized.

    Journal Reports: Funds & ETFs News
  • When to Pick a Mutual Fund Over Its ETF Version?

    The decision depends on how much of a long-term investor you truly are.

    Journal Reports: Funds & ETFs News
  • The Key to Avoiding Financial Surprises on the First Day of College

    Families can take steps to be sure a student’s finances are in order before the school year starts.

    Journal Reports: Funds & ETFs News
  • U.S.-Stock Funds Rose 2.5%, Brushing Off Worries

    Monthly Monitor: Some experts say strong earnings are compensating for geopolitical upheaval and other headwinds.

    Journal Reports: Funds & ETFs News
  • Test Your Smarts on...Insurance

    How much do you know about insurance? Take this WSJ quiz.

    Journal Reports: Funds & ETFs News
  • How Investors Can Cash In on the M&A Boom

    Mutual funds and ETFs let individuals play the merger-arbitrage game once reserved for hedge funds and professional traders.

    Journal Reports: Funds & ETFs News
  • What Is My Mutual Fund’s ‘Active Share’?

    It’s a measure of how much a fund’s portfolio differs from its benchmark index, and it might help you save some money.

    Journal Reports: Funds & ETFs News
  • Why Banks May Not Be the Best Place to Convert Currency

    There are cheaper and more-transparent ways to safely send and receive money across borders.

    Journal Reports: Funds & ETFs News
  • ‘Ethical’ Investing’s Smaller Niche: ETFs

    Spotlight: A Goldman Sachs fund is a notable addition to a small sector that captures two big investment trends.

    Journal Reports: Funds & ETFs News
  • ETF for U.K. Stocks Feels the Brexit Impact

    Spotlight: Investors have pulled nearly $400 million from iShares MSCI United Kingdom this year.

    Journal Reports: Funds & ETFs News
  • What Are Catalysts?

    In Translation: In the investing world, catalysts usually refer to events or revelations that could move a security up or down significantly.

    Journal Reports: Funds & ETFs News
  • How a Grandparent’s ‘529’ Account Affects Financial Aid

    For Fafsa purposes, it is best to have an account owned by a parent or a dependent student.

    Journal Reports: Funds & ETFs News
  • Five Reasons You May Not Want to Retire in a Small Town

    Ask Encore: Retirees expect “Mayberry.” But they often find something different.

    Journal Reports: Funds & ETFs News
  • Small-Stock Fund Managers Dominate the Battle for Highest Returns

    Winners’ Circle: These stock pickers registered gains of 40% and more for the past 12 months—but can the hot streak last?

    Journal Reports: Funds & ETFs News
  • Three Small-Stock Funds Investors Should Consider

    Some powerful economic trends are helping small companies more than big ones.

    Journal Reports: Funds & ETFs News
  • U.S.-Stock Funds Rose 3.7% in the Quarter but Bonds Drew Cash

    Quarterly Monitor: Jittery investors poured more than $126 billion into bond funds and took more than $58 billion out of U.S.-stock funds.

    Journal Reports: Funds & ETFs News
  • ‘Value’ Stocks May Not Be the Bear-Market Cure, After All

    Don’t invest in value stocks in the hope they will be a good defensive strategy in a bear market.

    Journal Reports: Funds & ETFs News
  • The Best Way to Save for College if You Think 529 Plans Are Too Restrictive

    Saving for College: Parents can choose to open both a “529” for education and another, more-flexible account.

    Journal Reports: Funds & ETFs News
  • Should a Parent or Student Take Out the College Loan?

    Here are three things to keep in mind when confronting this borrowing decision.

    Journal Reports: Funds & ETFs News
  • LendingTree CEO Reveals His Best and Worst Personal Investments

    Best Bet/Worst Bet: Doug Lebda says, “When I’ve invested best I’ve been able to cut out the noise and just focus on the facts.”

    Journal Reports: Funds & ETFs News
  • The Financial Books That Should Be on Your Summer Reading List

    From “Aesop’s Fables” to “How to Retire Happy, Wild and Free,” here are recommendations from financial planners.

    Journal Reports: Funds & ETFs News
  • As Convertible-Bond Issuance Soars, Investors Should Be Cautious

    Issuance is way up this year because it is a relatively inexpensive way for companies to raise money and investor appetite is high.

    Journal Reports: Funds & ETFs News

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