Tag: Performance

New research from The Vanguard Group suggests the watch phrase for equity investors should be: if it sounds too good to be true, it probably is.

The economic turmoil over the last couple of years has shaped the way high-net-worth individuals view their own investment portfolios, their economy, and their government, a new...

Exchange-traded-fund (ETF) assets increased by $23.3 billion for the month of April, totaling $830 billion, according to the latest ETF Snapshot from State Street.

The Mercer investment consulting first-quarter 2010 Defined Contribution Universe Summary found gains in all equity markets.

A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.

Affluent and millionaire investors are heading into the New Year with sinking investment confidence, according to a monthly survey from Spectrem Group.

Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.

A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain...

Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight...

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again...

Most millionaires stuck with their advisers through the market crisis, but one in 10 stopped working with their adviser, according to an annual study by Fidelity.

In response to the market downturn, financial advisers are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, according to...

As March Madness officially gets underway tonight, odds are (no pun intended) you’ve had an opportunity (or two) to weigh in on the NCAA tournament.

The release of the Federal Reserve’s 2007 Survey of Consumer Finances (SCF) came too late to provide an accurate picture of the 401(k) plan landscape.

Whether participants view 2008 as a good year for earnings on their 401(k) or a bad year can depend on account balance, age, or job tenure, according to...