Latest articles by Staff
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For Client Families, Advisors Leave Nothing to Chance
When longtime financial industry veterans Tricia S.
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Six Smart Strategies to Defer Taxes (and Boost Retirement Savings)
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Wasatch Small Cap Value
Kip 25 Manager Jim Larkins calls Small Cap Value a “fallen angel” fund.
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A Sneaky Risk to Retirement Savings Many Investors Overlook
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Interest Rates Are Up, But Don’t Shy Away From Bonds
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Estate Planning in a Digital World
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Fidelity Strategic Income
Kip 25 Expense Ratio: 0.68%Fidelity Strategic Income balances higher quality, investment-grade bonds with junkier, higher-yielding bonds to deliver protection in down markets and more income than the bonds in the Bloomberg Barclays U.S.
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AMG TimesSquare International Small Cap Fund
Kip 25 Magnus Larsson and Robert Madsen run the fund with three analysts.
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A fresh new approach to retirement planning
Sponsored Jerry: Yes.
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How to Vet a Contractor
real estate Before you agree to work with a particular remodeling company, here's what you need to know.
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Oakmark International
Kip 25 Oakmark's managers are classic bargain hunters.
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Pimco Income D
Kip 25 Managers Dan Ivascyn and Alfred Murata divide the go-anywhere fund into two parts: One invests in high-yielding bonds, such as non-agency mortgage-backed securities and emerging-markets debt, that should perform well in a strong economy; the other holds high-quality debt, including Treasuries, that should rally in a weak economy.
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T. Rowe Price International discovery
Kip 25 800-638-5660T.
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Metropolitan West Total Return
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Baron Emerging Markets
Kip 25 Manager Michael Kass favors fast-growing businesses with sustainable competitive advantages and a high return on invested capital (a measure of profitability).
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T. Rowe Price Blue Chip Growth
Kip 25 Expense Ratio: 0.72%T.
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FMI International
Kip 25 As a rule, the fund’s nine managers protect their foreign holdings from the effects of currency swings.
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Vanguard Equity-Income
Kip 25 Two shops run this fund.
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Homestead Small Company Stock Fund
Kip 25 The fund takes a risk-averse approach to a typically volatile corner of the market.
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T. Rowe Price QM U.S. Small-Cap Growth Equity
Kip 25 Expense Ratio: 0.81%T.
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Dodge & Cox Stock
Kip 25 A nine-member team picks stocks on a company-by-company basis with a three- to five-year time frame in mind.
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Vanguard High-Yield Corporate
Kip 25 Manager Michael Hong, who works for Wellington Management, tilts toward higher-quality junk and likes to buy and hold.
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Mairs & Power Growth
investing Managers Mark Henneman and Andrew Adams like to invest close to their upper-Midwest base; proximity gives them an edge, they say.
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Fidelity New Millennium
Kip 25 Manager John Roth describes himself as “opportunistic,” but his penchant for cheap prices makes him a bit of a contrarian.
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