News and Articles
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Unpleasant Skew
04/05/2010
April 5, 2010
By John P. Hussman from Hussman Funds
This week the stock market is still characterized by strenuous overbought conditions, strenuous overvaluation, overbullish sentiment and hostile yield trends. The first crucial observation is that high risk market conditions like we observe at present come with an "unpleasant skew." Eventually the outcome for investors at previous similar situations was very bad. Although we have no evidence to make sure whether we are in second wave of credit difficulties or in a typical post-war recovery, the best choice for us is to hold us a defensive investment stance. On the subject of credit conditions, Mr.Hussman thinks that this is something of a microcosm of the gap between reported and actual assets in the U.S. banking system as a whole. That means that the underlying credit problems are still in the economy. What is more, Mr.Hussman also makes some comments about market climates for stocks and funds.
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Tax Tips: Mutual Fund Tax Breaks
04/02/2010
March 31, 2010
By Bill Bischoff from SmartMoney
Now many investors have already been aware of the importance of avoiding load funds and funds with ridiculously high expense ratios. But they have not paid close enough attention to a fund's tax efficiency. This article gives some tax tips for investors who invested in forgein mutual funds and reinvested dividends in the funds.
Part of being a smart mutual-fund investor is making sure you walk away with as much profit in your pocket as possible. This means avoiding load funds (usually, anyway) and funds with ridiculously high expense ratios.
Most readers of SmartMoney.com are already aware of these pitfalls, but one area where many wise fund investors still stumble is with taxes. For starters, many investors don't pay close enough attention to a fund's tax efficiency. And that isn't the only common mistake. Here are a couple often-overlooked ways to reduce the tax hit to your mutual fund shares.
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The Risks of Rising Interest Rates
03/31/2010
March 28, 2010
By Tom Lauricella from The Wall Street Journal
As the economy slowly recovers, the Federal Reserve is inching closer to raising interest rates. Investors should plan ahead to avoid adverse impacts of higher interest rates. First of all, you need to learn the basic knowledge about risks of rising interest rate. This article introduces the concept of duration to help investors to evaluate risks of interest rates.In addition, the author of this article also analysizes the possible impacts of rising interest rate to high-yield bonds, preferred securities and closed-end funds.
With interest rates at extremely low levels, retirees have had to go far afield to boost income from their savings.
But as the economy slowly recovers, the Federal Reserve is inching closer to raising interest rates. Because markets often move in advance of events, now's the time to do a little homework and take inventory of how interest-rate increases could affect your portfolio, especially areas where you may have reached for extra yield.
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Possible Outcomes: A Typical Post-War Recovery, or a Perfect Storm
03/30/2010
March29, 2010
By John P. Hussman from Hussman Funds
According to the market statistics of last week, Mr. Hussman expects several possibilities. In his opinion, the most likely outcome is that we will indeed observe serious credit strains in the months ahead. Alternatively, if we do not encounter fresh credit strains in the coming months, we will gradually apply increasing weight to the "normal post-war" dataset, so that by year-end we will be operating entirely on that basis. In either case, the present configuration of evidence holds us to a defensive stance. On the subject of record low cash levels in equity funds, it is a specific reflection of bullish sentiment among mutual fund managers as a group. Generally speaking, Mr. Hussman thinks that the satisfaction of the markets in recent quarters will not prove to be durable.
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Retirement Readiness: Some Tips to Help
03/30/2010
March 29, 2010
By Matt Ackermann from BankInvestmentConsultant
Most non-retired Americans doubt they will ever have enough money to live comfortably in retirement, according to a Gallup poll. But Allianz Life Insurance Co., offered a series of tips to help. Firstly, in order to increase retirement savings, older employees can work longer. Secondly, regardless of age, individuals need to increase their monthly contributions to their 401(k) plans. Thirdly, beyond the 401(k), individuals can consider other investment options. Fourthly, take inflation into account.
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U.S. Credit Perspectives-Picking a Line
03/30/2010
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Survey: Investors May Feel Sting of Delayed Retirement
03/26/2010
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InvestForLess Brings Institutional Pricing to the Masses
03/24/2010
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Health-Care Taxes Put Spotlight on Munis
03/24/2010
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Improving the 401k
03/23/2010
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Evolving Investment Solutions Confront the Challenges of the New Normal
03/22/2010
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Fidelity and Schwab Go the Way of the Roth IRA from Bank Investment Consultant
03/22/2010
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3 Key Questions on Actively Managed ETFs
03/17/2010
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Investment: How to Handle the Sovereign Debt Explosion-Viewpoints from PIMCO
03/16/2010
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Investment: Annuities Offer Steady Income, Big Drawbacks from Businessweek
03/16/2010
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Earlier Retirement: Beating Back the High Fees
03/15/2010
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Ordinary Outcomes of Extraordinary Recklessness-The weekly market comment from Hussman Funds
03/15/2010
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Target-Date Funds Outperform Peers, Morningstar Says
03/15/2010
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Financial Middlemen Can Cost Up to 6%
03/12/2010
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Bill Gross Investment Outlook March 2010: Don't Care
03/04/2010
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