This financial industry research endorsement has taken much longer than I ever expected. For the first time that I have seen, Morningstar, Inc. has taken a positive tone to the use of ETF’s (exchange traded funds) in a company 401(k) retirement plan account....
I received an e-mail last week from a client who wanted to know what his adult child should do with her position in a gold mutual fund that she owned in her IRA rollover account. The stock market mutual funds that my client’s daughter owned were up around 15-20% in...