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24 Resources for

nathan hale

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BNET Author Biography
Nathan HaleNathan Hale, a pseudonym, has spent over ten years working for one of the largest firms in the financial services industry. During his career, he's researched and written extensively about personal investing, the mutual fund industry, and financial services, contributing to a number of books and articles. In this role,...
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BNET Resources

A Free Lunch: Higher Returns with Lower Risk
Think there's no such thing as a free lunch? Well what if you could earn higher returns than your peers, while taking on less risk? You can, and it's very easy to do. by Nathan Hale
Tags: Return, Strategy, Security, Management, Nathan Hale
Blog posts 2009-11-23
The Mutual Fund Industry vs. Mutual Fund Investors, Part One
The Supreme Court is scheduled to hear arguments in a case that could either fundamentally restructure the mutual fund industry, or reinforce the status quo. Given the stakes, it's not surprising to find that the Investment Company Institute ICI has written a strong amicus brief in support of the case's...
Tags: Mutual Fund, Industry, Investor, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-09-14
The Mutual Fund Industry vs. Mutual Fund Investors, Part Two
On November 2, the U.S. Supreme Court will hear arguments in Jones v. Harris Associates, a case that could fundamentally alter the mutual fund industry. This week, I take a second look at the amicus brief filed by the Investment Company Institute ICI in support of the mutual fund manager....
Tags: Mutual Fund, Industry, Investor, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-09-21
Should You Worry that the Feds No Longer Insure Your Money Market Fund?
The Treasury Department's money market insurance program has officially ended, and with it the federal government's guarantee that your investment will be worth $1 per share. Should this worry you, and how can you make sure that you're not caught holding the next Reserve Primary money market fund? by Nathan...
Tags: Money, Federal Government, Insurance, Financial Planning, Investment, Government, Business Operations, Corporate Insurance, Finance, Nathan Hale
Blog posts 2009-09-28
Tune Out Mutual Fund Horse Race Reporting
For better or worse (mostly, in my strong opinion, the latter) most mutual fund reporting makes investing seem like a horse race: Here's who won over the past year or so, along with some analysis that attempts to explain those results. That's not surprising, of course. Investing is a bottom-line...
Tags: Fund, Morningstar Inc., Performance, Fidelity Investments, Mutual Fund, Analyst, Firm, Mutual Funds, Retirement Plans, Investment, Performance Management, Human Resources, Benefits, Finance, Workforce Management, Nathan Hale
Blog posts 2009-10-05
How to Make Money in Mutual Funds: Own a Mutual Fund Firm
The most recent Forbes 400 list of the richest Americans confirms that the best way to make a fortune in mutual funds is not to invest in them, but to manage them. The wealth accumulated by the owners of America's largest mutual fund firms stands in stark contrast to how...
Tags: Mutual Fund, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-10-12
Don't Let Your Mutual Fund Misuse Your Money
Own a fund that's being sued by investors because the manager made terrible decisions and the board was asleep at the switch? To add insult to injury, many mutual funds are able to use investor assets to defend themselves from those lawsuits. by Nathan Hale
Tags: Mutual Fund, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-10-19
Long/Short Mutual Funds -- More Style than Substance
As a general rule, if someone recommends an investment product or strategy to you largely on the basis of its sophistication, your best move is to run in the opposite direction. That would seem to be an appropriate reaction to anyone attempting to convince you of the merits of a...
Tags: Fund, Stock, Mutual Funds, Investment, Retirement Plans, Asset Management, Human Resources, Benefits, Finance, Operational Planning, Business Operations, Nathan Hale
Blog posts 2009-10-26
Fund Fight: Will the Supreme Court Save You Money?
Judge Frank Easterbrook is wrong. The mutual fund industry is unlike any other in the country, which is why Congress passed a law 39 years ago protecting fund investors. That law -- and the fund industry -- will be scrutinized by the Supreme Court today in Jones v. Harris Associates....
Tags: Nathan Hale
Blog posts 2009-11-02
Beware of the Differences Between S&P 500 Index Funds
Think all S&P 500 Index funds are equal? Think again. There is a huge difference in the fees that these funds charge. And despite what some experts say, a seemingly small difference in expenses can add up to huge differences in wealth over time. by Nathan Hale
Tags: Fund, S&P 500, Difference, Financial Accounting, Finance, Nathan Hale
Blog posts 2009-11-09
Navigating the Flaws of Target Date Funds
In the wake of the recent bear market, target date funds have come under a great deal of scrutiny. And it's well deserved. The market's decline has exposed a number of flaws in these funds. Until those flaws are addressed by regulators or the industry, investors are on their own...
Tags: Flaw, Security, Nathan Hale
Blog posts 2009-11-16
More Evidence of the Folly of Active Management
Year after year, evidence that demonstrates the folly of active mutual fund management continues to mount. The most recent Standard & Poors SPIVA report shows that the majority of fund managers fail to outperform their benchmarks, and offers up two additional reasons why investors should avoid actively managed funds. by...
Tags: Mutual Fund, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-09-08
Tips on Choosing an Actively Managed Fund
Let's be honest: picking a mutual fund manager today who will be able to outperform the market over the long term is brutally difficult. But with the use of a few different common sense screens, you might slightly increase your odds of success. by Nathan Hale
Tags: Mutual Fund, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-08-31
The Biggest Mistake Investors Make
Looking for that can?t-miss money manager who will make all your financial worries disappear? That person doesn?t exist. And perhaps the single most expensive mistake that investors make is to chase after that dream, year after year, dragging down their returns in the process. Here?s the deceptively simple alternative. ...
Tags: Fund, Performance, Return, Mutual Fund, Investor, MoneyWatch, Financial Accounting, Mutual Funds, Retirement Plans, Finance, Human Resources, Benefits, Index Funds, Actively Managed Funds, Gerry Tsai, Fidelity Magellan, Warren Buffett, Charlie Munger, Fidelity Capital, Manhattan Fund, Peter Lynch, Bernie Madoff, Frank Lautenberg, Henry Kaufman, John Malkovich, Nathan Hale
Articles 2009-10-22
Best Stocks to Buy Now
Blue-chip stocks are undervalued right now, according to some of the smartest investors out there. Investing guru Jeremy Grantham, who warned about the last two bubbles, calls quality stocks ?the one free lunch.? But is it really possible to beat the market? ...
Tags: Stock, Market, Stock Market, Jeremy Grantham, MoneyWatch, Blue-chip Stock, Investment, Finance, Quality Trade, Quality Stocks, Blue Chips, Henry McVey, Gerard Minack, Jason Todd, Pimco, Bill Gross, GMO, Andy Kessler, Where to Invest, Michael Mauboussin, Nathan Hale
Articles 2009-11-20
MainStay Equity Index Fund: A Failure of Mutual Fund Governance
Mutual fund directors are said to be a fund investor's watchdog -- keeping a sharp eye out for your interests and ensuring that you're not being taken advantage of by the fund's managers. Unfortunately, most directors are more cocker spaniel than Doberman in this role, as the experience of the...
Tags: Mutual Fund, Equity, Investor, Director, Mutual Funds, Retirement Plans, Investment, Financial Accounting, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-07-06
FINRA is Right: Leveraged ETFs are Dangerous to Your Financial Health
Chalk one up for the Financial Industry Regulatory Authority FINRA. The brokerage industry's much-maligned self-regulatory agency has, like most financial regulators, taken a lot of heat in the wake of the current market meltdown, but they got one right with their regulatory notice last month on leveraged exchange-traded funds ETFs....
Tags: FINRA, Financial, ETF, Investor, Brokerage Industry, Financial Services, Nathan Hale
Blog posts 2009-07-13
Are Investors Being Burned by the ETF Gold Rush?
Exchange-traded funds ETFs are a bright light in an otherwise quite dim mutual fund industry. While many mutual fund managers have seen investor money leak out of their stock and bond funds, ETF managers continue to attract billions of dollars from investors. While that's good news for ETF managers, the...
Tags: Fund, ETF, Return, Mutual Fund, Investor, Financial Services, Mutual Funds, Financial Accounting, Human Resources, Benefits, Retirement Plans, Finance, Nathan Hale
Blog posts 2009-07-20
Buy-and-Hold Investing Is Not Dead
If you've read anything about investing lately, chances are you've read an article that questions the wisdom of buy-and-hold investing. And while it might make intuitive sense to believe that investors can increase their returns by jumping into and out of volatile markets, don't fall for this conventional wisdom. History...
Tags: Conventional Wisdom, Financial Accounting, Finance, Nathan Hale
Blog posts 2009-07-27
Why You Should be Wary of Mutual Fund Mergers
Mutual fund mergers are a relatively common occurrence in the industry. Unfortunately, they also illustrate just how poorly investor interests are served by those charged with mutual fund governance. Here's a fine example. by Nathan Hale
Tags: Mutual Fund, Mutual Fund Mergers, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance, Nathan Hale
Blog posts 2009-08-03
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