Murray Coleman on Muck Rack

Murray Coleman Verified

San Francisco
Reporter, Financial Advisor IQ — Financial Times

WSJ.com/Dow Jones Funds Columnist

Advisers Warn Against 401(k) Loans

online.wsj.com — Investors are racking up billions of dollars in defaults on loans taken from their 401(k) plans, ignoring warnings from financial advisers they're incurring needless tax hits and endangering their retirement nest eggs. At the same time, participants in 401(k) plans have been taking out more loans against their accounts since the start of the financial crisis, according to one recent industry study.

Japan Recovery to Continue, But Not Like Last Year

blogs.wsj.com — Corporate earnings growth in Japan isn't likely to reach the levels it did last year - when profit soared by a hefty 55% - but that hasn't stopped many investment advisers from predicting a continued rebound for the world's third-biggest economy.

Advisers Bet Japan Stocks Will Keep Rising

online.wsj.com — Investors in Japan stock funds are betting last year's strong run will continue, but the recent selloff is warning advisers to expect more turbulence and less certainty in the world's third-biggest economy. "As corporate earnings come down to earth, so should expectations for Japanese equities," says Toru Ibayashi, head of research in Japan for UBS AG's wealth-management group.

ETFs Gain Ground on Index Mutual Funds

online.wsj.com — Ron Vinder used to buy funds run by star managers who seemed to have the Midas touch in picking stocks. After 2008's global financial crisis, the New York-based financial adviser decided to make a change. Now, he uses exchange-traded funds. Like cousin index mutual funds, ETFs are built to mimic a benchmark, making them much less expensive to...

Study Finds Cash Not Always King When Saving for Emergencies

blogs.wsj.com — The common way to make sure that you have enough in savings to cover emergency expenses is to stash cash in a safe place that isn't subject to turbulent stock markets. But a group of financial-planning experts from several different colleges recently got together to look at how much investors might be giving up in terms of potential long-term returns by sticking with cash.

Time to Invest the Emergency Savings?

online.wsj.com — For years, advisers have been suggesting to their affluent investors that the best way to guard against emergencies is by stashing cash in reserve. Now, with interest rates still low, such a common investing rule-of-thumb is being challenged. When...

Advisers See Opportunities in Select Commodities

online.wsj.com — To many investors, 2008's global financial crisis marked an end to the so-called commodity supercycle of double-digit annual growth since the late 1990s. More than five years later, investors still remain cautious about commodity funds, which have lagged behind the broader market.

Investors Shed Dividend-Paying Stock Funds

online.wsj.com — As the U.S. Federal Reserve trims its purchases of bonds and expectations of higher interest rates grow, investors are pulling billions of dollars from funds focused on dividend-paying stocks. Instead of prizing the funds as a complement to bonds as they did when long-term interest rates were flatlining, investors are starting to rotate away, in some instances to alternative funds using hybrid stock and fixed-income strategies.

Advisers Grow More Wary of Pimco Funds

blogs.wsj.com — By Corrie Driebusch and Murray Coleman Financial advisers were already pulling billions of dollars in client money from Pacific Investment Management Co.'s flagship fund before this week's announcement that Chief Executive Mohamed El-Erian is stepping down. Now, some advisers who still have holdings with Pimco Total Return Fund are even more wary about their investments in the world's largest bond fund.

The Lagging Effect of Alternative Funds

online.wsj.com — Finding alternative ways to invest might sound like a smart idea, but in practice it can prove much tougher to pull off. Last year, the average so-called "alternative" mutual fund and exchange-traded fund returned 6.1%, according to Chicago-based investment researcher Morningstar Inc. By contrast, an investor who throughout the...
More Articles →
Feb 27, 2015

Icon Irving Kahn Leaves a Legacy. @FinAd_IQ He made a mark on the investing world through three generations. bit.ly/1EwXuGc

Feb 27, 2015

Fidelity Beefs Up Its Advisory Consulting Arm. @FinAd_IQ The custodian is devoting more resources to helping RIAs. bit.ly/1BlQdZ8

Feb 26, 2015

Are There Better Days Ahead for Hedge Funds? @FinAd_IQ Report finds reason to lower expectations, but not to bail. bit.ly/18oTRWZ

Feb 26, 2015

Social Security Update: Obama Changes Stance On “Aggressive Filing." @FinAd_IQ Political rift leading to more delays? bit.ly/1DdKGjR

Feb 24, 2015

RT @pensionsnews: Top Performing Managers of Domestic Intermediate-Duration Fixed Income, 4th Quarter 2014 trib.al/9oXLsET

Feb 24, 2015

RT @michaelsantoli: Home Depot and Lowe's shares are priced for near perfection, @LDrogen of Estimize tells us. finance.yahoo.com/news/home-depo… $HD $LOW

Feb 24, 2015

RT @susanweiner: NEW on my blog: That vs. which: Which pronoun is right? - Writers often use “which” when they should use “that.” T... ow.ly/2V5x7d

Feb 24, 2015

Turning Rookie Advisors Into Rainmakers. @FinAd_IQ Here are some key tips to help young FAs find success early. bit.ly/1DJYTtZ

Feb 23, 2015

Turning Rookie Advisors Into Rainmakers. @FinAd_IQ Ease the financial burden to create more effective prospectors. bit.ly/1DJYTtZ



Are You a Journalist?

Make a Portfolio

Create a free Muck Rack account to customize your profile and upload a portfolio of your best work.

Email

For instructions on how to pitch Murray Coleman, email colemanfunds@muckrack.com.


Share This Profile