John Waggoner

John Waggoner
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Sequoia fund gives departing shareholders stock instead of cash
INVESTING EQUITIES APR 18, 2016
Sequoia fund gives departing shareholders stock instead of cash

In-kind redemptions rare but legal.

Some American Funds offer up to 18 share classes: Overkill?
INVESTING EQUITIES APR 13, 2016
Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.

DOL rule could help small company retirement plans
RETIREMENT RETIREMENT PLANNING APR 05, 2016
DOL rule could help small company retirement plans

The impending fiduciary rule would shield owners from some lawsuits.

INVESTING ETFS APR 05, 2016
DOL rule silver lining? It may trigger a shift of $1 trillion to ETFs

Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.

The time for emerging markets is now — if you can stand it
INVESTING ALTERNATIVES APR 04, 2016
The time for emerging markets is now — if you can stand it

Stocks are cheap, but clients should know what they are getting into.

INVESTING EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

Fidelity offers to help employees pay off student loans
INVESTING MUTUAL FUNDS MAR 30, 2016
Fidelity offers to help employees pay off student loans

Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.

Vanguard raises some expense ratios
INVESTING EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

Low expenses the biggest trend in the fund industry, experts say
INVESTING EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

BRIC funds rally, but it's a long way back
INVESTING EMERGING MARKETS MAR 22, 2016
BRIC funds rally, but it's a long way back

Brazil, Russia, India and China were singled out as the investment theme of the new century, but they've fallen like bricks the past five years.