Rekenthaler Report

Is the Contrarian Bell Clanging for Stocks?

At some point, investors will stop looking at the bright side.

The Real Stock Market Villain

Corporate executives who huckster their stocks rather than run their businesses are a bigger concern than high-frequency trading.

The New Breed of Active Management

Lessons from last year’s sales champions.

Rethinking Mutual Fund Pricing, Entirely

The SEC's acceptance of "clean shares" could usher in a simpler fund-pricing scheme.

T Shares Are Best for Some Investors

Investors with smaller accounts who buy funds, stash them away, and then largely forget about them will be served well by T shares.

Vanguard Kills 2 Active Stock Funds

They performed well--but not well enough.

Lower-Cost T Shares Coming to a Fund Near You

T shares won't immediately revolutionize the financial-advisory industry but will ultimately be a positive for investors.

The Legal Double Standard for Mutual Funds

It's difficult for mutual fund producers to lose a lawsuit, but it's a different story for corporate buyers.

Stock Returns May Not Be What They Seem

Buyer beware when investment marketers give performance comparisons.

3 Recommendations for Fund Companies Not Named Vanguard

How the rest of the industry can compete against the Vanguard juggernaut.

The Downside of Conviction

There is a difference between appreciating that some investments require patience and praising the fault of intransigence.

Non-Traditional-Bond Funds: Getting It Wrong

These funds have confused investors from start to finish.

Bonds Are Riskier Than You Think

There are times—many times—in which bonds can be more dangerous than stocks.

Specialized Funds Fail Investors

Noncore funds have been used poorly for years, but there are signs of hope.

What to Know About 'Explore Bonds'

Non-core bonds can be prudent and profitable--but they are not for the unwary.

Joining the Index Is No Way to Beat It

Accepting indexlike performance without having indexlike costs is not a winning hand.

The Squeeze on Active U.S. Stock Funds

Progress has not been their friend.

The Radical Fix for 401(k)s

Removing the company from company-sponsored plans.

Investors Turn Toward Evidence

The present (and future) of the fund industry: Investors are no longer willing to rely on fund-industry assurances.

What Does My Fund Cost?

Putting expense ratios into context.

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