Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Jason Kephart
Displaying 186 results
NEWS INDUSTRY NEWS NOV 27, 2013
The time to re-balance portfolios is now

Financial advisers are poised to buy bonds for clients before the end of the year even though the outlook for stocks is far brighter

NEWS INDUSTRY NEWS NOV 27, 2013
Winklevoss twins bid to rule the bitcoin realm

Plan to launch exchange-traded trust that invests in the digital currency; next Facebook?

NEWS INDUSTRY NEWS NOV 19, 2013
Capital gain distributions making a comeback

Actively managed equity mutual funds are expected to distribute capital gains taxes at a far greater rate at the end of this year than any time since the market meltdown

NEWS INDUSTRY NEWS NOV 19, 2013
Actively managed funds require a steel stomach

Long-term investors had about a 1-in-5 chance of outperforming major market indexes over the last 15 years. To do so, they would've had to hold on through some tough times.

NEWS INDUSTRY NEWS NOV 18, 2013
Should you invest in floating-rate Treasury ETFs?

Floating-rate Treasuries go on sale in January and fund companies are not far behind with new ETFs devoted to them. But will they provide enough yield?

NEWS INDUSTRY NEWS NOV 05, 2013
Gundlach reverses course on interest rates

The bond superstar sees no end in sight for rate increases, despite previously predicting rates would fall as low as 1.7% before year-end.

NEWS INDUSTRY NEWS NOV 04, 2013
Vanguard hits reset button on its managed-payout funds

INVESTING MUTUAL FUNDS OCT 31, 2013
OppenheimerFunds shakes up leadership team

After five years on the job, CEO Wiliam Galvin sets plan to step down, says company needs an investor to lead it and names CIO Art Steinmetz as replacement.

INVESTING FIXED INCOME OCT 29, 2013
With $16.7B in new money, a banner year for Dimensional Fund Advisors

Dimensional Fund Advisors has had $16.7 billion of net new deposits through the first three quarters of this year, more than in any previous calendar year, as advisers warm to factor investing, the cornerstone of the firm's investment philosophy.

INVESTING MUTUAL FUNDS OCT 28, 2013
ETF companies are gunning for DFA

iShares, Schwab, FlexShares launch funds based on investment factors