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 →
Oct 16, 2014

New research shows millennials respond well to old-fashioned advice. @FinAd_IQ Big changes might not be so pressing. bit.ly/1w8WbrM

Oct 14, 2014

RT @MerrittJennifer: Can you will yourself to become a morning person? These people tried it (and science explains yes or no): bbc.com/capital/story/…

Oct 14, 2014

Head of Robo Fiasco Takes Another Whack. @FinAd_IQ The concept of BloombergBlack is back, sort of, only cheaper. bit.ly/1qnxx1G

Oct 13, 2014

Curbing Clients’ Itch to Spend. @FinAd_IQ Extravagance can be a silent killer on the road to financial success. bit.ly/11ecYz2

Oct 09, 2014

RT @SuzanneBarlyn: Sham investment advisor falsely claims Winklevoss ties: prosecutors reut.rs/1xrbY5i via @reuters

Oct 09, 2014

RT @FAmagazine: Fidelity Launches Three Active Bond ETFs: Mutual fund giant Fidelity Investments dives a little deeper into th... bit.ly/1sfuHQR

Oct 09, 2014

RT @newsfromIN: .@CommonwealthBD considering a robo-adviser offering, aiming to help advisers better connect with clients bit.ly/1xsWmOE



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