Murray Coleman on Muck Rack

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San Francisco
Reporter, Financial Advisor IQ — Financial Times

Reporter at Financial Advisor IQ, a Financial Times service

Advisers Warn Against 401(k) Loans — 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 — 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 — 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.

ETFs Gain Ground on Index Mutual Funds — 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.

Feb 20, 2014

If you're undisciplined, ETFs can be "instruments of mass destruction" on your portfolio, one CIO tells @ColemanFunds

Study Finds Cash Not Always King When Saving for Emergencies — 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:

Feb 12, 2014

Study Finds Cash Not Always King When Saving for Emergencies via @WSJ

Time to Invest the Emergency Savings? — 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.

Advisers See Opportunities in Select Commodities — 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.

Investors Shed Dividend-Paying Stock Funds — 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?

Advisers Grow More Wary of Pimco Funds — 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”… #bonds @WSJMoneyBeat

Jan 24, 2014

Great read RT @bysarahkrouse: “Pimco is no longer going to get an automatic pass from us...”…

The Lagging Effect of Alternative Funds — 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.

More Articles →
Feb 12, 2016

RT @awealthofcs: Nothing fails like success on Wall Street. From an old Charley Ellis paper. h/t @letsgrowmoney

Feb 12, 2016

RT @ameystone: Retail sales rebound; consumer remains ‘economy’s backbone,’ says PNC economist… via @barronsonline

Feb 12, 2016

RT @MichaelKitces: Try @JLittlechild, she's done research in this area. Though I don't think ratio was THAT bad in her work. #T32016…

Feb 12, 2016

RT @MarathonWealth: Current Conditions drop due to Stock Volatility & Corporate Bond Yields via @LPLResearch… https:…

Feb 12, 2016

RT @NorbVonnegut: What December Rate Rise? Most Money-Fund Yields Haven’t Changed via WSJ @DaisyMaxey

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