Tag: Mutual Funds

Stock Market Declines Can Help Long-term Investors

But does it make sense to invest in stocks now, she asked? I explained that I couldn’t give advice about buying particular stocks, and instead favor index funds of the kind she already owns. Those funds eliminate the risk of owning the wrong specific stocks at the wrong times. Index funds that track broad markets […]

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Tax Troubles for Some Investors in Vanguard’s Target Date Funds 

The suit says the sequence of Vanguard’s actions is important. A year after Vanguard set off the mass sales of its retail funds by lowering the institutional threshold, it merged the institutional and retail versions of the funds and lowered fees for all investors to 0.08 percent. (They are cheaper for corporate plans that hold […]

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Edward C. Johnson III, 91, Dies; Made Fidelity an Investment Giant

Mr. Tsai wound up selling his stake in Fidelity and moved to New York, where he created the Manhattan Fund and became a billionaire corporate financier. He died in 2008. For decades, Fidelity was the subject of intense speculation about whom Mr. Johnson would designate as his successor. After holding various senior positions at the […]

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How to Survive When Stocks Behave Badly

The bull market may have swelled the proportion of stocks in your portfolio inordinately. If that’s the case, rebalance. Sell some high value stocks and put the money into bonds. Later on, if the stock market falls, you can sell some bonds to buy stocks. Better yet, let a balanced fund (or a target-date fund), […]

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