JKEPHART

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INVESTING FIXED INCOME MAY 16, 2013
Not even Gross, Gundlach immune to bond gloom

Inflows way down at flagship funds piloted by celebrated pair; when will the hammer fall?

Gen Y investors in the driver seat of ETF growth
INVESTING ETFS MAY 16, 2013
Gen Y investors in the driver seat of ETF growth

Quicker to jump on the ETF bandwagon than older counterparts.

NEWS BROKER DEALERS MAY 12, 2013
Moving from wirehouses pays off

INVESTING MUTUAL FUNDS MAY 07, 2013
Closed-ends yielding more than mutuals

INVESTING ETFS MAY 07, 2013
With Gross, Pimco adds star power to ETFs

Fund firm lists bond king as manager on new funds; can't hurt

INVESTING ETFS MAY 06, 2013
Fidelity still working out the kinks in some new ETFs

O'Hanley concerned about performance of actively managed bond ETFs under stress.

NEWS INDUSTRY NEWS MAY 05, 2013
Momentum investing gains momentum

Momentum investing is gaining, well, momentum, and could replace a growth allocation in some portfolios. Jason Kephart explains.

NEWS INDUSTRY NEWS MAY 03, 2013
Invest in growth, not geography, American Funds says

An adviser building an equity portfolio is very likely doing so around global benchmark indexes such as the S&P 500 or the MSCI EAFE, but according to American Funds, there is a better way.

INVESTING FIXED INCOME MAY 03, 2013
Adviser bigwigs bracing for bond losses

Edward Jones' Jim Weddle, for one, is warning clients about risks; 'rates are being held at a very low level'

INVESTING MUTUAL FUNDS MAY 03, 2013
Vanguard strategist: Bogle's bond index barb off point