As the clock ticks down to the end of 2023, our minds turn to 2024, and what the future may hold. As we examine our investments and, perhaps, decide to change a few things or start something new, here ...

When is the best time to get out of a mutual fund? After a recent stock market dip, Ian Bloom, a financial planner in North Carolina got a panicked call from a VIP client: his mom. Other WRAL Top ...

Much more than breaking news, our diverse reporting digs deeper with unparalleled insights that empower you to make better informed decisions. Become a Forbes member and get unlimited access to ...

If you're invested in the markets and haven't given the late John Bogle a tip of the cap, you should do so. That's because his launch of the first index mutual fund (which still exists as the Vanguard ...

One of the interesting features of the closed-end fund market is that the funds are traded on stock exchanges rather than being bought from, or sold directly to, the fund sponsor, which means the ...

Mutual funds receive dividends on the stocks held in their portfolios and pass them on to investors. Some funds invest specifically for dividends to produce regular income for their shareholders.

Active mutual fund managers get more stock picks wrong than they do right, but the odds are stacked against them. In my latest research, I examine active fund managers’ hit rates—that is, the ...

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