From the desk of Ed McCarthy, CFP
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Target-Date Funds |
Four Reasons Target-Date Funds Dominate Retirement Investing |
With target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.
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Interview |
How a Top Advisor Uses Mutual Funds for College Savings |
A conversation about mutual funds and saving for college with Dan Forbes, CFP, owner of Forbes Financial Planning in Providence, R.I.
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Performance |
Target-Date Funds' Q1 Performance Data |
The average target maturity fund had a positive return for the fourth-straight quarter of 3.8%, slightly below the 4.0% return of the fourth quarter of 2009.
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Regulation |
More on Supreme Court's Decision in Harris Case |
The court's decision has been seen as favorable for fund companies, although some observers believe it could lead to more lawsuits over fees and possibly lower fees.
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