Resources

525 Resources for

Retirement Plans

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Different Types of Mutual Funds: This article provides information about various mutual funds. Being a collection of many stocks one may have thought that picking a mutual fund might be easy, however it is not that easy. There are over 10,000 mutual funds to choose from. It is easier to think of mutual funds in...; Tags: Mutual funds, Retirement plans, Investment, About Inc., mutual fund, stock; White papers
How to Pick Stocks - Part Two of Eight: Whether you are a small individual investor, mutual fund manager, day trader, or stockbroker, you need a strategy for picking stocks. There is no single strategy that works for every investor, and sometimes a combination of different strategies can produce the best results. In this article, the quantitative factors to...; Tags: Investment, Equade Internet, stock, strategy, investor, mutual fund, financial; White papers
Taking the Risk Out of Retirement: In much of the world, retiring is riskier than it's been since the modern welfare state began to emerge, in the late 19th century. But help may be on the way in the form of the intense competition emerging among banks, insurance companies, mutual funds, and traditional brokerage houses. As...; Tags: Financial Planning, Financial services, McKinsey & Co., mutual fund, risk management, income, insurance, bank, financial; White papers
Unit Investment Trust - UIT: This tutorial encapsulates information about Unit Investment Trust (UIT). A registered trust in which a fixed portfolio of income-producing securities are purchased and held to maturity. UITs usually hold a large amount of municipal bonds but may also consist of government bonds, corporate bonds, or even common stocks. Common stock...; Tags: Mutual funds, Retirement plans, Investment, Financial accounting, Investopedia, mutual fund, municipal bond, dividend, bond, stock, stock price, income, security; White papers
Dealing With Market Corrections: Ten Do's and Don'ts: A correction is a beautiful thing, simply the flip side of a rally, big or small. Prices go down because of speculator reactions to expectations of news, speculator reactions to actual news, and investor profit taking. The two former "Becauses" are more potent than ever before because there is more...; Tags: mutual fund; White papers

The Truth Behind Mutual Fund Returns: The article elaborates about the truth behind the Mutual Fund Returns. Perhaps John Bogle (founder of Vanguard) had it right when he started advocating the idea that index funds are the only mutual fund investors should buy. When the investor takes into account the super-low management fees, this argument for...; Tags: Mutual funds, Retirement plans, Investment, Investopedia, mutual fund; White papers
Retail Banking in China: The article depicts that foreign banks have a golden opportunity to tap into the Chinese banking market by targeting affluent customers, who are easy to reach and poorly served by domestic banks. It generates more than half of retail banking's profits, and their importance will grow as the Chinese market...; Tags: Financial services, Financial Planning, McKinsey & Co., banking, bank, life insurance, China, mutual fund, financial service, credit card, partnership, brand, marketing, network; White papers
European Investment Bank: The investment bank had $12bn of assets under management. Poor investment performance, new distribution channels, and intense competition had all contributed to eroding the bank's long-held position as the number one provider of long-term savings in the UK. Capgemini was assigned to develop a global strategy for its retail asset...; Tags: Capgemini, asset management, mutual fund, bank, asset, strategy; Case studies
Mutual Funds: This tutorial articulates explains the term mutual funds. A mutual fund is simply a large group of people who lump their money together and give it to a management company to invest it for you. A mutual fund manager proceeds to buy a number of stocks from various markets and...; Tags: Mutual funds, Retirement plans, Investment, Investopedia, mutual fund, stock, industry; White papers
What Is a Mutual Fund: Mutual funds are financial investments called "securities" which can be bought and sold, they are regulated by governments. Mutual funds are established by fund sponsors, who are usually the fund management company. They go through the legal work of having a fund approved and make the initial investments in the...; Tags: Mutual funds, Retirement plans, Investment, mutual fund, financial, security; White papers
Should You Follow Your Fund Manager: The whole idea of investing in a mutual fund is to leave stock-picking to professionals. Investors study the performance of mutual funds to search for the winners, the funds run by managers who, year-on-year consistently beat the market and their peers. Comfortable that they have found a winner, investors place...; Tags: Mutual funds, Retirement plans, Investment, Investopedia, mutual fund, investor, stock, performance; White papers
Not a Fund Investor Yet? Five Mental Hurdles to Overcome: This article explains the five mental hurdles while investing in mutual funds. As an investor one would have to read good things about mutual funds, but for one reason or another fail to trust your hard earned dollars in them. Perhaps one is not right in the head! This article...; Tags: Mutual funds, Retirement plans, Investment, About Inc., mutual fund; White papers
Money Market Funds: "If investing a large portion of your retirement fund in the stock market or equity fund gives you cold sweat, you may be interested in considering investing in a money market mutual fund. The article shows that money market funds are divided into two categories: taxable and tax-free. If you're...; Tags: Taxes, Investment, Free trade, Financial services, Equade Internet, equity, tax, mutual fund, cold calling, stock market, stock; White papers
Hedge Funds: Protection Against An Aging Bull: This article highlights the study conducted by Van Hedge Fund Advisors, Inc., assisted by the faculty of Vanderbilt University's Owen Graduate School of Management, thereby stating that most mutual funds, the darlings of the investment world, cannot take short positions or use put options. "Hedge" funds, on the other hand,...; Tags: Mutual funds, Retirement plans, Investment, Financial services, Magnum Global Investments Ltd., mutual fund, hedge fund; White papers
The Best Mutual Funds in the World: As one has seen, for buy-and-hold investors, the most important factor that determines success is proper asset allocation. There are lots of places you can invest money and get an adequate return. But if one is parking money in one spot for a long time, one should find a great...; Tags: Asset management, Investment, About Inc., asset allocation, asset, volatility, mutual fund, equity; White papers
Why Mutual Fund Performance Figures Are Misleading: The article looks at the investment returns of mutual funds and show why many investors never get the returns quoted in advertisements and magazine articles. Thanks to government regulations, the return figures that funds are allowed to quote are now standardized throughout the industry. Yet one will see that those...; Tags: Mutual funds, Retirement plans, Investment, Merriman Capital Management Inc., mutual fund, advertisement, industry; White papers
Quick Guide to a Morningstar Style Box: This article is for those who are investing for the first time. According to the article Morningstar, one of the premier mutual fund data sources, created the style box to help investors with their asset allocation strategies. The style box categorizes funds into these 9 categories which are explained in...; Tags: Mutual funds, Asset management, About Inc., Morningstar Inc., asset allocation, mutual fund, asset; White papers
Money market mutual funds: In addition to checking and savings deposits and CDs, banks often offer investments in mutual funds. While mutual funds are often used to invest in stocks and bonds, a major chunk of total assets is invested in money market funds. Unlike FDIC-insured deposits, money market funds are not federally insured...; Tags: Mutual funds, Retirement plans, Taxes, mutual fund, income, investment, income tax, bond, asset, bank, tax, CD, stock, security; White papers
Mutual Fund Investment Strategies: Mutual funds are a very popular investment for retail investors. They package the investment management skills of professional money managers in an economical manner for smaller amounts. Their current popularity has increased to the point where they are starting to replace traditional savings instruments like bank and trust deposits and...; Tags: Mutual funds, Retirement plans, mutual fund, investment strategy, investor, investment, bond, bank, stock; White papers
Invest Wisely: An Introduction to Mutual Funds: Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a...; Tags: Mutual funds, Retirement plans, Investment, SEC, mutual fund, tax, financial; White papers