From the desk of Ed McCarthy, CFP
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Industry Trends |
SRI Outperformance: Socially Responsible Funds Top Benchmarks in '09 |
A review of 160 socially responsible mutual funds finds that 65 percent outperformed their benchmarks in 2009, most by significant margins.
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Interview |
Fund Portfolio Solutions from a Top Advisor |
A conversation about mutual funds and portfolio management with Alan Goldfarb, CFP, Director of Wealth Strategies, Weaver Wealth Management, Dallas.
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Regulation |
SEC Approves Money Market Reforms to Better Protect Investors |
New weekly requirements stipulate that at least 30 percent of assets must be in cash, U.S. Treasuries or similar holdings, and no more than 5 percent can be in illiquid securities.
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Asset Flows |
Bond Funds Continue to Rake It In |
Weekly bond inflows are topping $7 billion a week in early 2010.
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