Rekenthaler Report

Buy the Best, Perform the Worst

And vice versa.

Target-Date Funds: Getting Cheaper in a Hurry

The most investor-friendly segment of the fund industry.

Sequoia Fund Symbolizes What Was, But No Longer Is

Mutual fund management ain’t what it used to be.

How Unintended Consequences Can Affect the Stock Market

There are now more reasons to worry about market glitches, but that doesn’t mean it makes sense to avoid stocks.

The Style Police Were Right

Those stock funds that moved less, profited more.

One Vanguard, Many DFAs

The mutual fund industry’s two indexing leaders have left different legacies.

The Curse of Benchmarks, Part II

Does benchmarking fund managers harm the financial markets?

Do Benchmarks Distort the Markets?

A grand unified theory for bad market behavior.

Reader Responses

Energy, crises, and strategic beta.

What, Exactly, Is a Flexible Fund?

Examining relative versus absolute approaches to fund categorization.

Last Year Was Easy for Stock Investors

But this year is different ... right?

No, Flexible-Stock Funds Are Not Better

Quite the opposite.

Why Strategic Beta Is Here to Stay

It promises what it can deliver.

Me Active, You Index

Finance experts don't necessarily invest as they advise.

Energy Stocks--The Unknowns

Energy is tempting, but its prospects are oh-so-uncertain.

3 Paths to Outperformance

Find the market's dummies, accept more risk, or use cash effectively.

Index Funds: Presumed Guilty

But probably innocent.

The SEC's Derivatives Proposal

A solution in search of a problem?

The Squeeze on Fund Expenses

Will it spread to financial-advisory fees?

Do Declining Oil Prices Signal a Problem for Stocks?

They have not generally, but that might be changing.

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