From the desk of
Ed McCarthy, CFP
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| Portfolio Management |
| Adding Volatility Management to Target-Date Funds |
| A volatility management component is being used in a group of target-date mutual funds to reduce the market risk of the funds during periods of extreme volatility.
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| Interview |
| Fund Portfolio Solutions from a Top Advisor |
| A conversation about mutual funds, retirement income and portfolio management with James J. Holtzman, CFP, CPA, an advisor and shareholder with Legend Financial Advisors Inc., in Pittsburgh.
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| Trends |
| A Look at Who Owns Mutual Funds |
| Mutual fund–owning households with incomes of $150,000 or more had median mutual fund holdings of $250,000 — the greatest of any shareholder group, according to recent data compiled by the Investment Company Institute.
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| Performance |
| Markets, Broad Equity Funds Up in Q1'10 |
| A preliminary analysis put out by Lipper shows that U.S. diversified equity funds kept pace with the stock markets in the first three months of 2010.
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