From the desk of
Ed McCarthy, CFP

February 17, 2010

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. more…
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. more…
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. more…
Asset Flows
Bond Funds Continue to Rake It In
Weekly bond inflows are topping $7 billion a week in early 2010. more…
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