March 28, 2024
Funds

This Top International Fund Is Snapping Up Japan Stocks

A well-articulated sell strategy—and the discipline to stick with it—are among the most important qualities a patient investor can have, but they’re often overlooked. Most investors can explain why they bought a stock, but few can say, before they buy a stock, what would cause them to sell it. The managers of the MFS International

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Investment

Holi 2024: How harnessing the energy of colours can transform your investment strategy

As the festival of Holi draws near, the atmosphere is full of anticipation, joy, and excitement. The colourful environment around us brings back fond memories of picking a favourite colour and smearing it on our loved ones; or of happy colourful ‘barely’ recognizable faces digging into some festive sweets or smiling up to a camera.

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Investment

5 Ways to Cut Your Taxes on Income Investments

Tax day is almost here, and, thanks to higher interest rates, many investors are finding they earned a lot more income from their portfolios in 2023—and now they owe the government a piece of it. “That’s a good thing,” says Mary Ellen Stanek, co-chief investment officer at Baird Asset Management. “But it means investors need

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Funds

What is the importance of liquidity stress test for investors of mid cap, small cap mutual funds? An explainer

Mutual fund houses are now meant to disclose every month the level of liquidity their small and mid-cap schemes enjoy by carrying out what is known as ‘stress test’. These directions were issued by the Association of Mutual Funds in India (AMFI) in the wake of noticeable froth in the mid and small cap stocks.

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Funds

These Mutual Funds Target Seniors Worried About Outliving Their Savings

Figuring out how much you can safely spend each year is an especially fraught question for retirees worried about outliving their savings. Life span and health status are variables no one can plan for. Despite saving consistently and investing diligently over a lifetime, retiring into a market downturn or unexpectedly needing expensive medical treatment can

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Funds

Retired Investors Can Benefit From Actively Managed Funds. It’s All in the Timing.

Many advisors are turning away from mutual funds in favor of exchange-traded funds and separately managed accounts to build client portfolios. But not Jeff Leonard, founder and managing partner of Leonard & Martens, a 25-year-old Anchorage, Alaska, practice under the Raymond James umbrella with $1.2 billion in assets under management. Leonard has tried SMAs and

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Investment

These mutual-fund and ETF investing tips can give your portfolio new momentum

Published: Feb. 29, 2024 at 3:14 p.m. ET Don’t miss these top money and investing features: INVESTING NEWS & TRENDS 10 stocks you can bet on being inflation-proof High-quality stocks can do well when prices are rising or falling. Here’s why. Read More Nvidia, AI-fueled tech stocks are heading for a ‘magnificent exuberance’ bubble The…

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Investors

Investors below 35 most financially savvy, says report

Individuals aged 26-35 exhibit the highest intention to invest in health and life insurance, fixed deposits and mutual funds in the next year, indicating a proactive approach towards financial planning. This was revealed in a study titled ICICI Lombard’s report on emerging trends in health insurance with focus on taxation benefit. At the same time,

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