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| | Morningstar’s Director of Mutual Fund Research Russel Kinnel has released his annual screen for fantastic funds, whittling down the universe of 8,000 funds to just 43. This year’s list is dominated by American Funds and Vanguard, and includes some interesting newcomers. ...
Advisors Still Have a Home Bias
While international investing can provide access to a broad market, potential for long-term gains and a reduction in portfolio volatility, the average advisor allocates just 22 percent to international equity, according to a new study by Janus Henderson. ...
Documents Every Parent Needs
A client who is about to have a child has a million things on his or her mind, and proper document management may not be among them. Here, a handy checklist from the Washington Post of the 14 documents and accounts every new parent needs, including beneficiary change forms, 529 accounts, guardianship documents, trusts and childcare reimbursement accounts. ... |
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