Value Added Archive

Buy a Pension With an Immediate Annuity

Annuities have gotten a bad rap among investors -- and for good reason. But there’s one kind of annuity that can be a godsend.

5 Ways Funds Charge Too Much

Here's how mutual funds manage to charge outrageous fees -- and how you can avoid them.

How to Limit Big Losses

A fund’s volatility is a terrific predictor of how it will perform in a bear market.

A Safer Way to Invest in Emerging Markets

Bond funds offer a relatively low-risk way to invest in fast-growing developing nations. They’ll also profit from a falling dollar.

4 Reasons Not to Worry About Earnings

Don't let crummy profits and high valuations bother you -- they won't derail this bull market.

How to Profit From the Dollar's Descent

Find shelter in a fund that invests heavily in foreign bonds, such as Loomis Sayles Bond. Steer clear of most other “safe havens.”

The Case Against Commodities

Sold as a diversification tool, they failed badly last year -- and will fail to protect you again if the market turns south.

Stocks You Should Be Selling

The bull market, thus far, has favored small caps and weak companies. Get rid of them before it’s too late.

Watch for Falling REITs

A top real estate fund is avoiding almost all real estate investment trusts but finding bargains overseas and in bonds.

How to Prevent a Repeat of 2008

Without better regulation, we'll see a financial catastrophe far worse than the one that started a year ago with the collapse of Lehman Brothers.

A New Fund for Yield-Hungry Investors

The firm founded by famed distressed-securities investor Marty Whitman just launched a fund that should pay juicy yields.

Ride This Bull Market

If you've been on the sidelines, it's time to buy stocks. Here's why.

Cash Is Trash

Putting your money under the mattress made sense last year. But with yields on cash near zero, consider a short-term bond fund -- even for your safe money.

Cut Risk With These Two Dividend Funds

Funds that buy blue chips with rising dividends offer an ideal way to limit volatility in a still-fragile economy.

Low-Risk Option Funds

If you want to bet on options, consider Gateway Fund A and PowerShares S&P 500 BuyWrite Portfolio.

Give These Volatile Funds a Chance

Bridgeway Aggressive Investors 2 and CGM Focus plunged during the bear market. Now is the time to buy them.

4 Safe Industrial Stocks

They're not exciting, but shares of these companies remain cheap -- and should thrive even as U.S. consumer spending remains anemic.

Is It too Late to Buy Emerging Markets?

Stocks from developing countries have rallied strongly, but there still are opportunities to make money in this sector -- if you can handle the volatility.

4 Cheap Stocks to Buy Now

Low-risk blue chips in health care and defense are bargains. So is Fairholme fund.

The Best Target Funds

Although many took a beating in the bear market and are under the government's microscope, you still can find good options from Fidelity, T. Rowe Price and Vanguard.

Buy Stocks Now -- and Hold Them

One of the nation's best-known market historians says stocks are poised to rally -- not just this year, but over the coming decade.

Why I Would Avoid Index Funds

Actively managed funds are poised to beat index funds over the next year or two.

Don't Count on TIPS

Their inflation protection will likely be overwhelmed by their vulnerability to rising interest rates.

The Dow Is an Outdated Index

Other benchmarks do a better job of tracking the market. They're the ones you should invest in.

A Superb Fund Rebounds

Climb aboard Longleaf Partners, one of the best value funds you can find. It's on fire after a horrible 2008.

Four Winning Tech Stocks

These companies are loaded with cash, should be able to increase annual earnings at double-digit rates and are favorites of a veteran fund manager.

Ban Hedge Funds?

I think these barely regulated pools of money deserve far more blame for the financial meltdown than they've received -- and should be regulated out of existence.

Profit From the Natural-Gas Gusher

These three companies are cashing in on vast, newly discovered fields of natural gas in the U.S.

The 6 Best Stocks to Buy Now

Whether the market goes up or down from here, these blue chips are great investments.

Fund Expense Ratios Rise

Fund companies are hiking fees as their assets shrink.

Hang on to Your Stocks

With the economy and the market in uncharted waters, these two experts disagree wildly about the future. But stocks have always done well long term -- and that includes far worse times than these.

These Funds Can Be Hazardous to Your Wealth

Leveraged and inverse mutual funds and exchange-traded funds don't produce the returns most investors anticipate. Instead, they deliver huge losses -- or puny gains.

Convertible Securities Cut Risk

They deliver most of the gains of the stock market without the worst of the losses -- making them perfect for this treacherous market.

Betting Against the Bank-Rescue Plan

A financial-services specialist sees little hope for the Treasury Department's program. But Mutual Discovery, a fund he helps run, remains compelling.

Two Small-Cap Gems

Expect T. Rowe Price Small Cap Value and Bridgeway Micro-Cap Limited to lead the charge when the market recovers.

American Funds Falter

The company's record for shining in bear markets has been tarnished.

Time to Say Goodbye to the Bear?

A savvy market watcher, who has been correctly bearish on stocks, says the next bull market will likely start soon -- and it should be a big one.

Time to Buy Green?

President Obama's commitment to alternative energy provides another reason this sector's stocks will soar -- eventually.

How Bad Can It Get?

A lot of what is taken for gospel about bear markets isn't true. The downturns aren't as bad as they seem when you include the effect of dividends.

Low-Risk Funds for Nervous Investors

These three funds will keep you in the game but limit your losses should the bear market deepen.

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