Tag: imreport

Quarterly Monitor: Three years of average double-digit gains for stock funds ended, and bond funds were no safe harbor, either.

Financial advisers’ credentials can signify specialized knowledge, but it’s hard for investors to make sense of them all.

Many investors assume it’s the funds with the least trading that are best as far as taxes. But that isn’t ...

Winners’ Circle: In a brutal year for investing, a handful of stock pickers managed to post positive returns. The winner ...

A number of thematic funds are focused on companies that help seniors who want to stay in their homes as ...

Investors might believe that after a horrible 2022, bonds can’t help but have a positive return next year. Not so ...

Monthly Monitor: Even with November’s advance, U.S.-stock funds are down 13.8% so far in 2022.

We looked at the performance of all sorts of fixed-income securities over the past 50 years. Here’s what we found.

With the estate-tax exemption set to rise in 2026, FLPs are back in vogue. But there are downsides.

Monthly Monitor: The average U.S.-stock fund rose 8.7% in October, but both stock funds and bond fund remain sharply lower ...