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Markets & Economy Blog
Avoiding Avoidable Mistakes
11-20-09
John Rekenthaler: Savers make costly errors. Thank goodness for target-date funds.
We Still Need to Ask Clients the Tough Questions
11-19-09
Carl Richards: Clients need to be reminded what risk felt like.
College Savings Educator
529 Plans Versus Shared Crummey Trust for Grandchildren
11-20-09
Generation-skipping transfer tax consequences need to be taken into account.
Practice Builder
Aftertax Contributions Can Save NUA
11-19-09
When plan assets contain employer securities, Qualified Domestic Relations Orders can be particularly problematic.
Assessing Standard of Living Risk of Active Accumulators
11-19-09
The Active Accumulator is the most aggressive behavioral investor type.
Investment Insights
November 2009 Mutual Fund Red Flags
11-17-09
Are these portfolios getting too pricey?
What One BlackRock Really Means
11-17-09
The acquisition of BGI could prove to be one of the single most transformative events in the asset-management industry.
Did Modern Portfolio Theory Survive the Bear Market?
11-17-09
A look at the critiques of the asset-allocation theory and at some funds that don't follow it blindly.
Fund Times
Formerly Red-Hot Fidelity Fund Reopens
11-16-09
Also, a growth leader and a laggard, a Putnam manager retires, and more.
Retiring with Natalie Choate
IRA Payable to an Estate: What to Do
11-13-09
Is there any way to "fix" the beneficiary designation?
IRA Payable to an Estate: What to Do
Retiring with Natalie Choate
Natalie Choate
11-13-09
American Springs a Leak as Investors Head to Bond Funds
Investment Insights
Sonya Morris
10-20-09
Tame Your 'To-Do' List
Practice Builder
Allyson Lewis
10-22-09
Formerly Red-Hot Fidelity Fund Reopens
Fund Times
Morningstar Analysts
11-16-09
Five Concerns About Target-Date Funds
Investment Insights
John Rekenthaler
10-30-09
Saturday, November 21, 2009
1Wk
1Mo
3Mo
1Yr
3Yr
Lg
Md
Sm
Value—Growth
Day Return
+1.25%
0
-1.25%
1Wk Return
+1.25%
0
-1.25%
1Mo Return
+4%
0
-4%
3Mo Return
+8%
0
-8%
1Yr Return
+20%
0
-20%
3Yr Return
+20%
0
-20%
Spotlight
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