John Waggoner

John Waggoner
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INVESTING MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

INVESTING ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

INVESTING ETFS APR 20, 2018
Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

INVESTING FIXED INCOME APR 19, 2018
Loomis Sayles' star bond manager talks about rising rates and trade wars

Trade wars could lead to stagflation, Dan Fuss warns.

NEWS INDUSTRY NEWS APR 18, 2018
Morgan Stanley's wealth management unit sees record profits

Firm does more with fewer advisers during the first quarter.

RETIREMENT TAX APR 16, 2018
Tax reform act still awaiting some important tweaks

IRS has yet to fully parse all parts of the Tax Cuts and Jobs Act, which could affect how much in taxes clients owe for 2018.

INVESTING MUTUAL FUNDS APR 13, 2018
Investors flee high-yield bond funds and ETFs

Investors flee high-yield bonds as interest rates rise.

INVESTING EMERGING MARKETS APR 12, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

INVESTING MUTUAL FUNDS APR 12, 2018
Sector that's been hosed for five years finally sees light of day

Oil prices are rising, and that's good news for energy funds.

INVESTING EQUITIES APR 11, 2018
Riskiest funds fare best over time — but can you keep clients in them?

30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.