Target-date funds are being scrutinized by Herb Kohl, chairman of the Senate Special Committee on Aging. Target-date funds are designed as one-stop-shopping for investors’ retirement planning needs, but 2008 was ... Read More

After less than 10 years, American Funds has decided to stop selling B share mutual funds -- effective April 21, 2009. The B shares are a class of mutual fund ... Read More

In response to a recent comment to a blog post, I expressed my opinion (an opinion shared by many) that the mutual fund industry will see many changes in the ... Read More

If you’re paying 12b-1 fees and hoping for some relief in 2009, you’re out of luck. The US Securities and Exchange Commission has announced they have bigger fish to fry ... Read More

Reminiscent of the late ‘90s, the technology sector is leading the way in 2009. After a double digit increase year-to-date in certain technology industry sectors, is it time to party ... Read More

Are you scrambling to find your mutual fund cost basis this year? If you’ve transferred your accounts from one broker to another and subsequently sold a mutual fund, you’ve probably ... Read More

How would you like to invest in something toxic? No, I’m not talking about the stock market of 2008. I’m talking about the plan released a couple of weeks ago ... Read More

Money market investors can continue to breathe easy. The US Treasury Department extended the temporary Money Market Funds Guarantee Program through September 18, 2009. The Program was scheduled to end ... Read More