John Waggoner

John Waggoner
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Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
INVESTING MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

The unofficial science behind 'sell in May' market phenomenom
INVESTING MUTUAL FUNDS MAY 11, 2016
The unofficial science behind 'sell in May' market phenomenom

The investment strategy has only outperformed buy and hold 24% of the time since the end of 1990, according to S&P Global.

When Apple is the core holding in your mutual fund or ETF and stumbles, these are the funds hit hardest
INVESTING MUTUAL FUNDS MAY 06, 2016
When Apple is the core holding in your mutual fund or ETF and stumbles, these are the funds hit hardest

The tech giant's shares have tumbled more than15% since mid-April, dragging down funds with heavy exposure to the stock.

Financial spotlight on Andrew Jackson shows parallels to modern economy
NEWS INDUSTRY NEWS MAY 04, 2016
Financial spotlight on Andrew Jackson shows parallels to modern economy

America's seventh president will soon take a back seat to Harriet Tubman on the $20 bill. Based on his economic record, that may be where he belongs.

Fidelity adds private equity to its alternatives suite
INVESTING ALTERNATIVES MAY 04, 2016
Fidelity adds private equity to its alternatives suite

Offerings from iCapital, CAIS and Goldman Sachs now available.

INVESTING MUTUAL FUNDS MAY 03, 2016
Oppenheimer, other funds cling to Puerto Rico municipal bond debt as possible default looms

A $2 billion payment is due July 1 and funds still have big chunks of the bonds in their portfolios.

Thirst for TIPS funds tempers inflation view
INVESTING FIXED INCOME MAY 03, 2016
Thirst for TIPS funds tempers inflation view

Most economists agree that inflation is unusually low, and probably will stay that way for some time to come.

Post-DOL fiduciary rule, Schwab dumps load funds as advisers yawn
INVESTING MUTUAL FUNDS MAY 02, 2016
Post-DOL fiduciary rule, Schwab dumps load funds as advisers yawn

The move is another sign that the days of high-cost funds are numbered, and that the Department of Labor's new rule is speeding that decline.

McGraw-Hill to be renamed S&P Global: No more textbooks, just financial data
NEWS INDUSTRY NEWS APR 29, 2016
McGraw-Hill to be renamed S&P Global: No more textbooks, just financial data

Hopes to change name to S&P Global on Wednesday

Increased SEC scrutiny may be making ETF providers uncomfortable
INVESTING EQUITIES APR 29, 2016
Increased SEC scrutiny may be making ETF providers uncomfortable

Increased SEC scrutiny may be making ETF providers uncomfortable, and the industry may soon have to adapt to new regulations. </br><b><i>(More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20160417/ETF042016&quot; target=&quot;_blank&quot;>The full Spotlight on ETFs special report</a>)</b></i>