At This Size, Your Retirement Portfolio Is Too Big For Mutual Funds

getty You’ve learned why it’s important to avoid investment products once you enter your retirement. If you’re lucky, you can, and maybe you should, begin transitioning your investments to individual ...

Don’t Let Them Fool You—Here’s Why Bond Funds Are Not Bonds

getty You may have noticed a series of articles appearing throughout the year lamenting the demise of the classic 60/40 asset allocation strategy. This investment philosophy calls for portfolios to be...

How Do Federal Reserve Interest Rate Hikes Hurt Your Retirement Savings?

getty The Federal Reserve just raised interest rates again and continues to take an assertive stand against historically high inflation numbers. What’s that doing to your investment portfolio? “Intere...

Mispriced Municipal Bonds Cost Mutual Fund Shareholders And Taxpayers Billions Of Dollars

Money Flow in Black Hole extreme closeup getty In a market where at least 99% of trillions of dollars of fixed income securities have no trades to offer price discovery and the financial data to asses...

Relief For The Digital Data-Starved $3.9 Trillion Municipal Bond Market

Like a bug trapped in amber, crucial financial information on thousands of bonds in multi-billion-dollar municipal bond mutual fund portfolios held by millions of shareholders is in a similar fossiliz...

Should The SEC Ban ESG Funds?

getty In the mid-1990s, a plethora of regional mutual funds popped up across America. Today, when you think of a “regional” fund, you think of broad global regions. But, three decades ago, a “regional...

Could The Russian Oil Ban Turn The World Toward Renewable Energy?

Getty Images Key Takeaways The EU may not be in a position to follow suit on President Joe Biden’s ban on Russian oil imports The world, at large, has growing opportunities to turn to clean tech On Tu...