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.
Feb 27, 2014

WSJ: Japan swoons in 2014, but corp. earnings still look relatively strong. Much hangs on BofJ's easy money policy. on.wsj.com/1fLplGg

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...
Feb 20, 2014

WSJ: ETF assets catch up. Is this the start of a long descent for index mutual funds? Vanguard doesn't think so. on.wsj.com/1eXFbZC

Feb 20, 2014

If you're undisciplined, ETFs can be "instruments of mass destruction" on your portfolio, one CIO tells @ColemanFunds on.wsj.com/1me4ehN

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.
Feb 12, 2014

@WSJMoneyBeat Cash isn't always best for emergencies. Using an investment portfolio could prove a better solution: on.wsj.com/1hcbuMj

Feb 12, 2014

Study Finds Cash Not Always King When Saving for Emergencies on.wsj.com/1hc79ZB via @WSJ

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...
Feb 12, 2014

WSJ: Is cash really the best way to save for emergencies? Study suggests a better way to avoid coming up short. on.wsj.com/1aUN07q

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.
Feb 11, 2014

WSJ: Is the commodity comeback real? Some think so, at least in base metals, crude and select ag segments. on.wsj.com/1jtahjN

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.
Jan 29, 2014

WSJ: As Fed trims its bond purchases, investors flee dividend-paying stock funds. Wise move? on.wsj.com/1aIh86g

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.
Jan 24, 2014

“Pimco is no longer going to get an automatic pass from us during our portfolio review process” blogs.wsj.com/moneybeat/2014… #bonds @WSJMoneyBeat

Jan 24, 2014

Great read RT @bysarahkrouse: “Pimco is no longer going to get an automatic pass from us...” blogs.wsj.com/moneybeat/2014…

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...
Jan 16, 2014

WSJ: Alternative funds lagged markets in 2013. Red flags abound, but here's how some are sorting through the field. on.wsj.com/1cuX4OM

More Articles →
Sep 01, 2015

RT @DaisyMaxey: Gundlach's DoubleLine opens its first alternatives fund;Jeffrey Sherman to manage DoubleLine Strategic Commodity Fund bit.ly/1UoZYLk

Sep 01, 2015

Advisors Sift Through Energy’s Ashes. @FinAd_IQ Recent surge isn’t seen as reason enough to up ante in commodities. bit.ly/1Q684rJ

Aug 31, 2015

Marketing & Tech Are Killing Advisors’ Profit. @FinAd_IQ Lack of clear vision eats into rev growth, client retention.bit.ly/1NS9R4v

Aug 31, 2015

DOL rule opponents outspending supporters. @FinAd_IQ But the “for” side’s grass-roots work may tip the scale anyway. bit.ly/1NIGFh2

Aug 31, 2015

RT @CL_Comedy: Shameless Reminder: I'll rock @CarolinesonBway today at 7pm. You can get reduced cover by calling 212-757-4100. Say you're coming to see me.


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