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Latest News

HelloWallet Aims Financial Management at Mass Market

March 11, 2010 – The company has partnered with the city of San Francisco to offer wealth management services, including tips on money market mutual funds, to its residents through direct mailings in their water and electric bills.

Fund Flows Rounding One-Year Corner

Fidelity and Schwab Go the Way of the Roth IRA

Investors Remain Spooked by Stocks

Sallie Mae Launches Banking Products to Aid College Savers

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Blogs

Retire Rich

By Lee Barney, editor

It's About Time for an About-Face for Funds

It's about time mutual fund product developers thought out of the Morningstar investment-style box to give portfolio managers the ability to do an about-face. One of the most critical discussions to come out of the financial crisis has been the questioning of the rigid investment mandates of mutual funds and the soundness of 60-year-old modern portfolio theory-since correlations between investment classes are obviously becoming more intricately woven in the global economy of the 21st century and the markets are prone to increasingly higher volatility and risk.

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Mercer Bullard

Founder and President

Firm: Fund Democracy

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Current Issue

401(k) Advice

The Department of Labor has crafted a new set of proposed rules on investment advice that aim to fix conflicts of interest by eliminating commission-based advisers.

Current Issue

MME Poll

When should a target-date fund cease its equity exposure?

On the target date; that's what it stands for 0%
20 years after the target date; retirees might run out of money otherwise 0%
Target-date funds should always maintain exposure to equities 100%