Articles

SKARBECK: More reforms sought for target-date funds

Target-date mutual funds, a popular investment vehicle in 401(k) plans and college savings plans, have recently come under
scrutiny by Congress and regulators. Investors are in an uproar over the recent poor performance of funds nearing their target
date.

Read More

Top investment minds weigh in on erratic market

In recent weeks, two of the planet’s most respected investment minds have weighed in with their thoughts on the state of the world’s financial affairs—Bill Gross at PIMCO in southern California and Jeremy Grantham of GMO LLC in Boston. It is always worthwhile to examine their thoughts and the logic behind them. As investor hopes […]

Read More

Buy-and-hold evidence can be misleading

You’ve heard all the nonsense from the mainline advisers and brokers. They say a buy-and-hold approach is the answer, the
market always comes back, and diversified investing is the key to long-term success. You are starting to get the sense that it’s all bull. Here’s why.

Read More

PERF confusion

I am not at all sure that a merger of two public pension plans is not a good idea, possibly just not under current investment management auspices.

Read More

Seasoned stock pros size up slump

Media pundits regularly call the current economic crisis the worst since the Great Depression. One of the few Indianapolis financial experts who’s actually qualified to make such a comparison is Donald C. “Danny” Danielson, the 89-year-old vice chairman of City Securities Corp.

Read More

Papa’s college funds hit the skids

When I read the year-end statements from the 529 College Saving Plans I had established for the benefit of my grandchildren, I felt lower than a snake’s belly.

Read More