Portfolio Managers: Better Born With Wooden or Silver Spoons?
Examining the argument that poor kids become better portfolio managers.
Rekenthaler Report
Saluting a Mutual Fund Pioneer
Ab Nicholas, rest in peace.
AllianceBernstein, Karl Marx, and Index Investing
A colorful mix, but not very informative.
Tactical-Allocation Funds: Even Worse Than Expected
They were never going to be good ... but this bad?
The Wrong Time to Fire a Fund
When the market changes, but the fund does not.
Can 401(k) Lawsuits Help?
Recent legal actions have not targeted the worst offenders, but are an (inefficient) step in the right direction.
Good Selection, Bad Timing for Fund Investors
Investors buy the right funds, but at the wrong times, says John Rekenthaler.
Where Does Active Management Fare Best?
No matter what your answer, you will be right--and wrong.
Who Bought U.S. Stocks After 2008?
Don't look close to home for the answer.
The Mind Games Investors Lose
Investor returns reveal why sometimes investors are their own worst enemy.
3 Reasons to Go Low-Cost
Survivorship, fund returns, and the return gap.
Dow 18,000: Who Knew?
Once again, the stock market takes the forecasters by surprise.
Should Fund Managers Invest in Their Own Funds?
It is a common argument, but not solidly grounded.
The Active vs. Passive Framework, Updated
Catching up with the times.
A Fund Critic's 3 Proposals
Personal licensing, access to the federal savings plan, and a stronger SEC.
Every Financial Crisis Is Different
And the best investment response is the same.
John Oliver Drop Kicks 401(k) Plans
But he nabs the wrong villain.
Investing by Accident
Active managers’ biggest problem is not performance, but rather in investor expectations.
Protecting Against an Expensive Market
Value investing, emerging markets, and preferred stocks.
Making 401(k)s for Everybody
Small changes, big improvements.
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