Mutual Funds

It’s a New Year — Now What?

Increases in the market risk premium analyzed, with assessment of implications for individual investment strategies relative to risk tolerance and investment timeframes, as well as risks to corporations with and without access to capital, in their abilities to prosper and produce superior returns.

Advancing the State of the Investment Art

Reflections on the power of the dialectic within the academic approach for diagnosing and solving the vexing issues relating to investing for individuals. Further reinforcement for upholding the principle of working to best solve the specific individual needs of each investment client, rather than contorting clients’ portfolios to fit into existing products.

The Hidden Costs of Investing: The A, B, Cs of Mutual Funds

A discussion and primer on the hidden costs of mutual funds, the primary types of "pre-packaged" investments that many investors get "advised" to put their money into. This is a must-read for investors who want to know what their advisor earns, what their real costs are for owning mutual funds, and why total fees are not easy […]

Hidden Costs of Investing

Dr. Tiemann wanders into the bizarre world of closed-end funds to answer the curious question of why these fickle investments so often are found to be trading in the market at a discount to their underlying portfolio value, even in investment categories where there are perfectly good alternatives available.

Dude, Where’s my Pension?

The bankruptcy filings of Northwest, Delta and Delphi reveal some of the pitfalls and perils that have emerged in the historically but possibly transitioning "paternalistic" system of planning for retirement benefits in the U.S. Discusses causes for the changes, impact on the Pension Benefits Guaranty Corporation and impacts on employers and employees.

The Right Portfolio at the Right Price

Describes the bewildering array of options that exist for investors seeking solutions to portfolio management. Reviews the perils of doing it yourself and going with certain styles of traditional advisors. Explains why complexities in the market as well as the needs of individuals can expose investors to unknown risks, unnecessary taxes and hidden or excessive costs.