JKEPHART

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INVESTING EQUITIES OCT 09, 2013
Fidelity targets stocks

INVESTING EQUITIES OCT 09, 2013
Fidelity target date funds pile on stocks

The combination of a weak outlook for bonds and research that investors close to retirement are OK with more risk leads Fidelity to tilt its target date funds more toward stocks.

INVESTING ALTERNATIVES OCT 08, 2013
Where alts fit in a portfolio

Live from the <i>IN</i> Alternatives Conference: Reducing a portfolio's volatility is key, panelists say

INVESTING EQUITIES OCT 07, 2013
&lt;font color=red&gt;Morningstar's ETF conference&lt;/font&gt; Pimco: Use ETFs to stay active

ETFs can help investors remain 'agile and active,' COO says.

INVESTING ETFS OCT 03, 2013
&lt;font color=red&gt;Morningstar's ETF conference&lt;/font&gt; iShares, Vanguard top Morningstar ETF awards

Newer entrants capture a few but the giants expected to maintain stranglehold.

INVESTING MUTUAL FUNDS OCT 03, 2013
iShares takes next step to woo retail investors, fend off Vanguard

BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.

INVESTING ETFS OCT 03, 2013
Vanguard stands firm amid rush to the ETF exits

Record $17.5B pulled in August but firm bucks trend with inflows.

INVESTING ALTERNATIVES OCT 01, 2013
The great correlation: Is it finally over?

INVESTING MUTUAL FUNDS SEP 27, 2013
What worries bond guru Dan Fuss?

Hint: It isn't rising interest rates

INVESTING EQUITIES SEP 24, 2013
Active management is no panacea for down markets

Study by Harold Evensky finds that belief is more sales pitch than reality.