Steven Goldberg
Latest articles by Steven Goldberg
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Beware Puerto Rican Bonds Hiding in Your Portfolio
investing If you invest in muni bond funds, you may own the island's debt and not know it. Here's how that can cost you.
By Steven Goldberg • Last updated
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5 Lessons from the Lehman Brothers Collapse
Markets We've recovered from the financial catastrophe triggered by the investment bank's demise, but investors need to remain vigilant against future disasters.
By Steven Goldberg • Published
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Four Reasons to Consider Investing in Spinoffs
investing When companies shed a unit, the offspring frequently do better than the parents.
By Steven Goldberg • Last updated
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Don't Get Sucked in by Fairholme Fund's Great Long-Term Record
investing Manager Bruce Berkowitz is smart as a whip, but his fund’s extreme concentration and volatility make it inappropriate for most investors.
By Steven Goldberg • Published
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When a Favorite Fund Manager Departs
investing Shifts at Yacktman and Matthews funds bring uncertainty
By Steven Goldberg • Last updated
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Could Stocks Actually Climb With Bond Yields
investing Sometimes a market truism isn't. A recent study shines a new light on the relationship between stocks and interest rates.
By Steven Goldberg • Last updated
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8 Keys to Picking Winning Emerging Markets
Foreign Stocks & Emerging Markets Look at things like a country’s dependence on commodities, the health of its manufacturing economy and — seriously — the efficiency of bribes.
By Steven Goldberg • Last updated
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Investing in TIPS with Less Risk
investing A Vanguard fund that invests in short-term inflation-protection bonds looks appealing.
By Steven Goldberg • Published
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The Best Socially Responsible Fund?
investing Whether or not you inject social and political matters into your investment decisions, you’ll find Parnassus Equity Income appealing.
By Steven Goldberg • Last updated
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Cook & Bynum Fund: An Overlooked Gem
investing Two managers, no analysts, and just seven stocks. This isn't your ordinary stock fund.
By Steven Goldberg • Last updated
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A Great Place to Stash Your Cash
business FPA New Income offers a decent yield and it's one of the safest bond funds you can buy.
By Steven Goldberg • Last updated
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Spotting the Next Superstar Fund Manager
investing It won’t be easy finding another Bill Miller -- he of the 15 straight years of market-beating performance. Great records have more to do with luck than skill.
By Steven Goldberg • Last updated
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Why a Savvy Bond Manager Is Buying Stocks
investing Eaton Vance’s Kathleen Gaffney sees little value in the bond market today
By Steven Goldberg • Last updated
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High-Quality Stocks Beat the Market
investing Here are my three favorite funds for playing the quality theme, along with a list of 16 pristine stocks.
By Steven Goldberg • Last updated
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Does a Spate of Manager Departures at T. Rowe Price Signal Trouble?
investing Three key stock fund managers have left or are leaving soon. If you invest in Price funds, here’s what to do now.
By Steven Goldberg • Published
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A Wise Entry to Closed-End Funds
investing It's not easy to navigate closed-end funds. Best to let RiverNorth's Oaktree High Income steer the ship.
By Steven Goldberg • Last updated
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5 Reasons to Avoid Buying Bonds Directly
bonds Bond funds provide greater flexibility in an era of high interest-rate risk.
By Steven Goldberg • Published
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7 Great Stocks to Own for the Long Term
investing Plus a fund that owns all of them — and more.
By Steven Goldberg • Last updated
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A Great Diversifier for Your Bond-Fund Money
investing Senior floating-rate loan funds -- cousins to "junk" bonds -- increase their payments as interest rates rise
By Steven Goldberg • Last updated
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The Five Ingredients in a Winning Fund
investing With four out of five, the new BBH Global Core Select Fund holds great promise.
By Steven Goldberg • Last updated
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Sell in May -- Market Timing That Works
investing The calendar is just one reason to be cautious about the stock market in the coming months.
By Steven Goldberg • Last updated
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A Fund That Buys Foreign Stocks That Everyone Hates
Foreign Stocks & Emerging Markets Oakmark International has been practicing its contrarian strategy with great success for more than 20 years.
By Steven Goldberg • Last updated
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7 Funds to Own Forever
investing A strategy of buying and holding index ETFs may not be exciting but it should deliver solid long-term returns.
By Steven Goldberg • Published
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A Growth Fund for Spicing up your Portfolio
Kip 25 Primecap Odyssey is a terrific fund that's filled with small and midcap stocks. It's a buy. Just don't overdo it.
By Steven Goldberg • Last updated