The Senate's Proposed Investment-Tax Hike Is a Flop
The provision is strange on the surface, and stranger yet underneath.
Rekenthaler Report
Lessons From the Time I Gave Investment Advice
Learning from the school of hard knocks.
The Fund Industry’s Brain Drain
It’s not an entirely bad thing.
AQR: The Vanguard of Alternative Investing?
It is and it isn't.
Will the Fund Industry Ever Come Clean?
If so, they will need to overcome investor preferences.
The Best (and Worst) Type of Fund Company
How funds are marketed matters greatly for investor returns.
Evaluating Funds From the Portfolio Perspective
A different picture of the risk/reward trade-off.
There’s No Need to Regulate Index Funds
Nipping a bad idea in the bud.
Statistical Illusions
Two common sources of confusion--base-rate neglect and regression to the mean.
What to Know About Structured Notes
Their full potential has yet to be realized.
Have Active Managers Given Active Management a Bad Name?
If truth be told … yes.
What Black Monday Taught Us
More than 30 years later, its lessons remain valid.
Where Investment Advice Falls Short
It serves the few well, but not the many.
Richard Thaler: The People’s Economist
This year’s Economics Nobel recognizes the merits of sociability.
4 Negatives for U.S. Retirements
The pessimist's view.
A Call for Nudges
Morningstar's John Rekenthaler interviewed Richard Thaler, who recently received the Nobel Prize in Economics, in 2009.
4 Positive Signs for U.S. Retirements
Taking the optimistic view.
The Odds for Active Management -- European Funds Version
The U.S. experience is the rule, not the exception.
Rethinking Asset Allocation
Taking an institutional view of individuals’ retirement portfolios.
Will 401(k) Plans Be 'Rothed'?
Probably not, but it's a possibility.
United States