A Korean Secret to Keeping Friendships Strong: Savings Groups
In South Korea, it’s common for friends to form what are known as gyemoim to save for vacations, meals and other social activities.
By Krissi Driver
Economic and Earnings Concerns Begin to Weigh on Stocks
After having few cares about the markets all year, investors are getting nervous as the Fed signals that harsher policies are on the way.
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Invest Well by Keeping Things Simple
You don’t need a lot of mutual funds or exchange-traded funds to build a solid portfolio.
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Farmland Is Valuable, but Buying It Is Tricky for Fund Investors
Arable land is scarce and demand for food is rising. Mutual funds can capture some of that value indirectly.
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Surging Inflation and Volatile Bond Prices Are Challenging Investors
There are remedies for the problems in the bond market, experts say, but none of them are perfect.
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In South Korea, it’s common for friends to form what are known as gyemoim to save for vacations, meals and other social activities.
By Krissi Driver
Russia’s invasion of Ukraine, along with governments’ reactions to that, might mean that prices rise. Or they could fall on fears of a global economic slowdown.
By J. Alex Tarquinio
Socially conscious funds often hold lots of growth stocks, especially tech shares. That’s been painful this year, as the stock market has favored value stocks like energy and industrial companies.
By Tim Gray
After falling sharply for weeks, the stock market recovered much of its lost ground, though bonds have kept falling. With major risks unresolved, there may well be worse to come.
By Conrad de Aenlle
A TIPS fund can shield investors from inflation to some extent, but so can other choices, like real estate, dividend-paying stocks and commodities.
By Tim Gray
Inflation and the coronavirus did not hold back the stock market last year, but in 2022, investors face new worries.
By Conrad de Aenlle
Stocks keep hitting new highs and getting more expensive, as if nothing could go wrong, and that’s when it often does.
By Conrad de Aenlle
The world’s highways, ports, electric wires and roads need repair and upgrades. That could be an opportunity for funds investing in infrastructure.
By Tim Gray
Three fund managers found winners in such diverse small-cap niches as energy, consumer electronics and auto sales.
By Tim Gray
The conversion of the first few mutual funds into cheaper, simpler exchange-traded vehicles could herald a broader trend.
By Conrad de Aenlle
After years of lagging performance, practitioners of an old approach to investing are hoping their time is nigh.
By Geraldine Fabrikant
Various types of exchange-traded funds aim to reduce stock market volatility; some work well, but there may be better ways to smooth returns
By Conrad de Aenlle
Diverse investing styles yielded winners, with funds investing in Latin American, clean energy and value stocks all toting up big gains.
By Tim Gray
Once you have set up your stock and bond portfolio, avoiding further action is the most important and also the hardest task, our columnist says.
By Paul B. Brown
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Our columnist is searching for his own niche in a universe dominated by giants.
By John Schwartz
Many stocks in developing nations have underperformed for years, but they could thrive in a post-pandemic world.
By Conrad de Aenlle
Low interest rates and paltry yields prompt money-market managers to waive fees and close funds.
By Brian J. O’Connor
Does the latest twist herald the end of a bull run or the beginning of a shift toward long-neglected niches?
By Conrad de Aenlle
Managers of three of the third quarter’s top-performing mutual funds bet on a music streamer, a solar-panel installer and a beverage-can maker.
By Tim Gray
Once, exchange-traded funds all tried to mirror the market. Now some are trying to beat it, in some cases by concealing their day-to-day trades.
By Norm Alster
Yes, you need to do some math if you want to handle your finances well. But don’t forget your heart. Two new books show you how to use both.
By Paul B. Brown
The yield from a dividend fund can beat the scant rates paid these days by Treasuries and investment-grade bonds, if you can stomach the ups and downs of the underlying stocks.
By Tim Gray
U.S. Treasuries have been the bonds of choice for safe retirement income. But they could deliver no real return for the next decade.
By Carla Fried
After decades of striving for money, our columnist says he is focusing on other things.
By Paul B. Brown
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One of the worst stretches in market history has included one of the most rapid stock rallies. How can investors get through this ordeal?
By Jeff Sommer
As a defensive part of a portfolio, health care has been reasonably solid — and that is a mixed blessing, some analysts say.
By Brian J. O’Connor
Making money in a crisis never goes out of style, our columnist says.
By John Schwartz
The founder of Vanguard, who died on Wednesday, changed how ordinary people invested. Here are some of his tips.
By Amie Tsang
After a big year for stocks in China and India, emerging market stock funds are now attracting attention from bargain hunters.
By Paul J. Lim
We’ve pulled together some of the biggest issues in investing in a quarterly report that can help you navigate the murky waters of finance, with some laughs and lessons along the way.
By Jeff Sommer
The stock market has remained strong, despite hurricanes, earthquakes, tensions in Asia and political turbulence in the U.S., Spain and Germany.
By Conrad De Aenlle
Low-carbon mutual and exchange-traded funds shun fossil-fuel producers like companies that drill for oil and mine coal, and those that emit excessive amounts of greenhouse gas.
By Tim Gray
Dodge & Cox is an old school investment manager that does not advertise or promote its funds, which have some the lowest fees in the industry.
By Landon Thomas Jr.
A sportscaster and a financial planner have started an exchange-traded fund aimed at enabling avid sports fans to invest in what they know.
By Ken Belson
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Three mutual funds crimped the number of their holdings in hopes of plumping up their total returns. It worked in the third quarter.
By Tim Gray
A surge in new assets can create economies of scale for a fund, but it can also lead to poor decisions by managers, hurting performance
By Conrad De Aenlle
Is an inability to talk openly and honestly about money and investments hurting you in the proverbial pocketbook? A new book argues that it is.
By Paul B. Brown
The prospect of further interest rate increases, despite signs of economic softening, makes investors nervous. Yet the stock market has been buoyant.
By Conrad De Aenlle
Fund fees have hit record lows. So why are many investors still stuck in high-cost funds?
By M.p. Dunleavey
Where do you go when stocks and bonds are too rich? Commodities, at least price-wise, might offer an answer despite their volatility.
By Conrad De Aenlle
Three of the better-performing stock funds scored with picks as varied as well-known technology companies, micro-cap stocks and Asian innovators.
By Tim Gray
Environmental, social and governance investing — a.k.a. socially responsible investing — requires careful decisions. There are many choices.
By Tim Gray
Faced with waves of store closures, malls look far and wide for new visitor magnets. Golf, anyone? Karaoke?
By Norm Alster
Misbehaving technology executives and investors need more than sensitivity training and public scorn.
By John Schwartz
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Tax-advantaged municipal bonds, which were expected to struggle under Trump administration policies, are actually a bright spot in the bond market.
By Paul J. Lim
You may not want to read a weighty tome on finance right now. But how about a novel, with financial lessons embedded in it? Here are three choices.
By Paul B. Brown
One book pushes value stocks; the other advises following trends. One is helpful; the other is frustrating.
By Paul B. Brown
Despite the Trump administration’s support for coal and other carbon fuels, there is a reasonable case for investing in renewable energy.
By Norm Alster
A surge in commodity prices fueled a powerful rally in emerging-market stocks. But any further advances may have to come from other factors.
By Paul J. Lim
We can learn so much from captains of industry, especially from their mistakes. Expert apology-watchers take a cold look at statements from Travis Kalanick and William Ackman.
By John Schwartz
Alphabet and Facebook are growth stocks, sure. But MasterCard, Domino’s and Sherwin-Williams are also in growth fund portfolios.
By Tim Gray
Some mutual funds already have stakes as companies go public. This can be a high-risk and high-reward proposition.
By Conrad De Aenlle
Thanks to the power of its index funds, Vanguard is pulling in more money than all of the other fund companies in the business.
By Landon Thomas Jr.
Political sound and fury about tax cuts, tax reform and infrastructure spending may not actually portend major upheaval for tax-exempt bonds.
By Carla Fried
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Stocks have soared in the hope the president’s business-friendly proposals would be enacted. But after the recent failure of the health care bill, all bets are off.
By Conrad De Aenlle
A new book provides a good base for building what many desperately need: financial literacy.
By Paul B. Brown
Three of the top-performing mutual funds for the fourth quarter stuck with stocks much longer than most do. That paid off.
By Tim Gray
President-elect Donald J. Trump advocates big spending on infrastructure. Someone will profit, but it may not be mutual fund investors.
By Norm Alster
As interest rates rise, money market funds, certificates of deposit and short-term bonds are delivering higher yields — but investors should be choosy.
By Carla Fried
The imminent presidency of Donald J. Trump has given the stock market a ride higher. It’s also produced big changes in the bond market.
By Paul J. Lim
University endowments and insurance companies own timberland. Ordinary people invest in forests, too — not necessarily to make a lot of money.
By Tim Gray
The stock market has risen, but it faces rising interest rates, sluggish earnings and uncomfortable political realities.
By Conrad De Aenlle
Only 9.4 percent of American mutual fund managers are women. The hiring pipeline needs work from start to finish.
By M.p. Dunleavey
Big, Small, American, Chinese: Different stocks produced outstanding results for investors and the funds that hold them.
By Tim Gray
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As dividend-paying stocks have become more expensive, investors have been forced to seek other options.
By Paul J. Lim
As the market fluctuates, these books remind us to use common sense and stick to the basics when saving and planning for retirement.
By Paul B. Brown
Though markets have stabilized since the vote for Britain to leave the European Union, where investors and businesses go from here is uncertain.
By Conrad De Aenlle
If you can use augmented reality to find cartoon monsters, why not use it to capture weirdly enticing investments?
By John Schwartz
Mutual fund managers are holding their ground, which may be a stabilizing force in the market.
By Norm Alster
Dollar-cost averaging offers investors a way to avoid the risks of trying to time the markets, and to save gradually, at a reasonable price.
By John F. Wasik
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