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.
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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.
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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.
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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.
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When a Favorite Fund Manager Departs
investing Shifts at Yacktman and Matthews funds bring uncertainty
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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.
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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.
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Investing in TIPS with Less Risk
investing A Vanguard fund that invests in short-term inflation-protection bonds looks appealing.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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7 Great Stocks to Own for the Long Term
investing Plus a fund that owns all of them — and more.
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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
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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.
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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.
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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.
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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.
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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.