Murray Coleman on Muck Rack

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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...
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Nov 20, 2014

Announcing the FT 100 Top Women Advisors. @FinAd_IQ The Financial Times is out with a new listing of elite advisors. bit.ly/1uNcMCs

Nov 20, 2014

Morgan Stanley Targets Rich Celebrities. @FinAd_IQ Wirehouse puts a bright marketing bow around star clients. bit.ly/1vsGz5A

Nov 20, 2014

New Free Site Tracks Expected Fund Distributions.@FinAd_IQ No need to search fund-by-fund. bit.ly/1t5OFKK

Nov 20, 2014

The Wrong Way to Use Liq Alts. @FinAd_IQ Don’t try to kill too many birds with one stone. bit.ly/1An5iJI

Nov 19, 2014

New Free Site Tracks Expected Fund Distributions.@FinAd_IQ No need to search fund-by-fund. bit.ly/1t5OFKK

Nov 18, 2014

RT @DamatoK: Today's the 10th birthday of SPDR Gold $GLD, the fund that reshaped the gold market on.wsj.com/1xRovRd

Nov 18, 2014

RT @BloombergNews: The $12.4 trillion Treasury market went haywire last month and everybody's got a theory: bloom.bg/1vlIXLf pic.twitter.com/pGdnKbm1He

Nov 18, 2014

RT @Vanguard_FA: U.S. GDP had its strongest 6 months in more than 10 yrs. But don't expect it to move mkts, VG's Joe Davis tells @WSJ: vgi.vg/1xLE5wH

Nov 18, 2014

Some 'unconstrained' bond managers more conservative than others. @FinAd_IQ 'Steady Eddie' funds can also outperform. bit.ly/1HeZfc0



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