John Waggoner

John Waggoner
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INVESTING MUTUAL FUNDS OCT 06, 2017
Look for big improvement in funds' 10-year record

Bear market marches into history, making funds that survived the decade seem great on paper.

INVESTING EQUITIES OCT 02, 2017
What you need to know about energy MLPs

Advisers who are tempted by rising oil prices and production should remember the last time these funds started pumping mud.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 30, 2017
USAA sets sights on financial advisers

The financial services company that targets veterans and their families wants to develop an adviser channel.

INVESTING MUTUAL FUNDS SEP 29, 2017
Highland to convert open-end fund to closed-end

INVESTING FIXED INCOME SEP 29, 2017
Hurricanes that ravaged Puerto Rico also wreck its bonds

Some funds have over 10% of their holdings in the island's municipal bonds, which were already suffering from poor economic conditions before the recent storms.

INVESTING MUTUAL FUNDS SEP 28, 2017
House sends safe harbor ETF bill to Trump

Legislation would allow brokerages to produce fund reports not classified as sales offers.

INVESTING MUTUAL FUNDS SEP 27, 2017
Invesco to buy Guggenheim's ETF business

$1.2 billion deal rounds out Invesco offerings and lets Guggenheim focus on mutual funds.

INVESTING MUTUAL FUNDS SEP 25, 2017
Active managers still losing to indexes

But American Funds proposes two rules to increase advisers' odds of choosing a winner.

INVESTING ALTERNATIVES SEP 22, 2017
Collectibles market not what it used to be

It's getting more difficult to find bona fide collections of things like lunchboxes or Barbies, and the internet has taken the joy out of the chase.

NEWS INDUSTRY NEWS SEP 21, 2017
A primer on evaluating how a company uses cash

How a company handles its cash reserves says a lot about the priorities of its executive team