There are hundreds of asset managers in the investment industry that have the goal of helping investors succeed in reaching their goals. The MFEA is a community comprised of leading investment management firms. These leaders keep pace with the diverse demands of serving investors and advisors through numerous channels of their business.
There are a variety of perspectives and educational resources included below.
Active and Passive
Charles Schwab explains how active and
passive strategies complement each other well, and fill equally important roles
in a portfolio.
Management shares how academic research suggests that actively managed funds
that have high Active Share on average outperform index returns.
Passive investing not only is
here to stay, but it seems likely to grow and grab market share. Federated
Investors shares how long-term diversified investors should also consider
making room for active investments in their portfolios.
Fidelity shares how
slower growth is expected to result in a lower-than-historical-average
interest-rate climate and be less of a tailwind to equities.
Dodge & Cox takes a look at the factors that
influenced bond markets over the first half of the year.
How is gold expected to benefit from rising
incomes in emerging markets? U.S. Global Investors provides insight and more on
Depending on which type of IRA you choose, Janus
Henderson discusses additional opportunities for tax-deferred or tax-free
earnings on your contributions.
Fidelity shares how to get tax-free growth potential, tax-free withdrawals, no required distributions, and more.
T. Rowe Price explains how investors have the potential to earn thousands more in tax-deferred savings by moving their contribution up earlier in the year.
Income and Retirement
These useful tips
from Nationwide can help you pick the right mutual fund investment for your
MFS explains how
living longer could make retirement more expensive for women.
No matter how near or far you are from
retirement, American Century shares how saving for your future should be a
priority. It is never too late to start, and these retirement life hacks may
help make it more doable.
Charles Schwab discusses how investors may think of muni bonds as being tax-free, but buying munis at a discount could produce taxable gains.