Articles

Selecting from among 8,000 mutual funds relies first on the particular needs of the investor, Kyle Tetting says. Then, sorting focuses on three main attributes. Kyle explains in a MONEY TALK VIDEO. […]

Stock dividends provide investors with income in addition to the capital gains they receive from price appreciation. And even when stock prices don’t rise, dividends can boost an investment’s total return, as Adam Baley explains in a MONEY TALK VIDEO. […]

With low interest rates and no raises in store for Social Security benefits in 2016, Dave Sandstrom advises retirees to seek more investment income from the stock side of their balanced portfolio. In a MONEY TALK VIDEO, Dave says leaning a little more on capital gains shouldn’t be too much of a stretch. […]

Attribution analysis uses past performance in investments to help show how much of a fund’s results can be based on the approach of the fund managers. As Kyle Tetting explains in a MONEY TALK VIDEO, attribution is a sophisticated way of testing a manager’s potential. […]

Understanding the differences between traditional and Roth IRAs opens up planning opportunities.

Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]