With the Federal Reserve pledging to keep interest rates ultralow and geopolitical risk running high, investors seeking inflation hedges continue to pour money into commodities such as gold and oil. And exchange-traded funds, which are highly liquid an…
I’m 45 and own a target-date fund for retirement. Are these funds “invest and forget”? — Joseph Dipasquale, Phoenix
When the Fleigs moved from California to Ohio in 2004 for Chris’s job as a paper salesman, the lower cost of living allowed Tina, formerly a finance director, to become a stay-at-home mom. (They have two kids, Bailey and Jake, now 3 and 6.)
Vanguard Emerging Markets Stock is the undisputed giant among funds that invest in developing economies like China.
Q: My husband is retired, and I work part-time. Can we contribute to a Roth IRA for him this year? — Martha Chamberlain, Lanesville, Ind.
Looking to improve your portfolio’s performance? Still licking the wounds from tax day? Then it’s time to kill two birds with one stone by making sure your investments are as minimally exposed to taxes as possible.
As the son and grandson of investing legends, both named Shelby Davis, Chris Davis is to the mutual fund born. He took a few detours — at various times considering the priesthood and the CIA — but years ago found his way into the family business. At …
Wally Weitz is a picky guy. He holds fewer than 50 stocks in each of the four funds he manages or co-manages — including Weitz Hickory, a “go anywhere” portfolio on our MONEY 70 list.
It’s hard to find fault with index funds: Low costs and broad diversification make them the surest bet for the long run. But by definition index funds are no better than average, and let’s face it: Sometimes you want to win a race.
When it comes to hedge funds, few have been doing it longer — or better — than Leon Cooperman.
Since founding Oaktree Capital in L.A. in 1995, Howard Marks, 64, has built his institutional investment firm into a $76 billion powerhouse in high-yield bonds, distressed debt, and private equity. During the 2008 financial crisis he raised an unpreced…
You have to pay for quality. That, essentially, is the creed of growth investors like John Calamos. The CEO and founder of Chicago-based Calamos Asset Management, which has $37 billion in assets, focuses on companies with strong earnings prospects. His…
How much of a contrarian is David Herro? These days the fund manager is eschewing scorching emerging markets in favor of the seemingly toxic (European banks) or moribund (Japanese companies). Herro’s record suggests a method to his madness.
Tom Marsico seems awfully agitated for a guy who’s bullish on the U.S. economy. Get him started on entitlements or tax policy, and the 56-year-old Marsico can sound more like a Tea Party candidate than one of the most successful money managers of the p…
What’s the right way to play China? Perhaps no investor knows the answer to that question better than Richard Gao, who has run the $3 billion San Francisco-based Matthews China Fund since 1999.
Michelle Spranger and Scott Zuckerberg have been husband and wife for eight years, but they’ve yet to marry their finances.
The advice is so common that it’s almost a cliché: If you want to play it safe in this scary market, stick with “high quality” stocks.
When it comes to investing in small companies, there are usually a couple of things you can be sure of.
Manager Brian Rogers’s knack for spotting promising but beaten-down stocks has helped T. Rowe Price Equity Income outpace more than 75% of its peers over the past 10 and 15 years. And since the March 2009 market lows, this $17.6 billion portfolio has s…
Now that Europe’s financial markets have hit a giant speed bump, raising fears that the U.S. recovery could also stall, inflation probably isn’t something you’re worried about today. But when it comes to the threat of rising prices, there are a couple …
