John Waggoner

John Waggoner
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Here's why your clients probably didn't beat the S&P 500 in 2016
INVESTING MUTUAL FUNDS JAN 09, 2017
Here's why your clients probably didn't beat the S&P 500 in 2016

Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?

NEWS REGULATION AND LEGISLATION JAN 08, 2017
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in

Unusual number of variables in the New Year.

Vanguard's market share keeps growing
INVESTING MUTUAL FUNDS JAN 06, 2017
Vanguard's market share keeps growing

Only Vanguard and Dimensional Fund Advisors saw net inflows in November.

INVESTING MUTUAL FUNDS JAN 05, 2017
The long and short of long-short funds

Make sure you know what you're getting before you take a ride.

INVESTING ALTERNATIVES JAN 05, 2017
Smart-beta returns track their Morningstar categories

A few are just a bit smarter than the average.

Brace for thousands of new DOL fiduciary-friendly mutual fund share classes
INVESTING MUTUAL FUNDS JAN 03, 2017
Brace for thousands of new DOL fiduciary-friendly mutual fund share classes

New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.

NEWS INDUSTRY NEWS DEC 22, 2016
Magazine cover has a bull on it: Time to sell?

If you see a flurry of markets-related headlines on the front pages of newspapers or, better yet, a bull on the cover of a general audience magazine, chances are it's time to head for the hills.

NEWS INDUSTRY NEWS DEC 21, 2016
Should you go short when the media says go long?

Magazine covers, newspaper headlines as contrary indicators

INVESTING MUTUAL FUNDS DEC 19, 2016
Research Affiliates' Rob Arnott: 3 reasons you should throw your hat into the emerging-markets' ring

Value, currency and momentum favor the category.

INVESTING MUTUAL FUNDS DEC 16, 2016
Managed futures funds gaining traction among advisers

Experiencing poor performance of late, the investment serves as a useful hedge against stock, bond downturns.