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Rick Ferri Morningstar Interview

This article is more than 10 years old. In this new Morningstar video, I discuss my forthcoming book, The Power of Passive Investing, and argue that the more actively managed funds you put in a portfolio, and the longer those funds are held, the lower the probability that this active fund

EPHC Ex-Dividend Reminder - 10/26/11

Looking at the universe of stocks we cover at Dividend Channel, on 10/26/11, Epoch Holding Corp (NASD: EPHC) will trade ex-dividend, for its quarterly dividend of $0.08, payable on 11/11/11. As a percentage of EPHC's recent stock price of $18.18, this dividend works out to approximately 0.44%. Below is a dividend

Retirement: How to 'Set It And Forget It'

The polls are clear and dismaying. Just 13% of Americans are "very confident" in their retirement planning, while 38% are "somewhat confident," the Employee Benefit Research Institute found in a 2013 poll. That means nearly half of us (49%) are somewhere on the other side of that line. Shockingly, nearly a third

Yes, You Need An IRA -- Probably Two

If you're reading these words, I'd wager it's because the headline piqued your interest. From that, it seems clear that you already know what an IRA is and think you might need one. Mostly probably, though, you don't have one. But you should, and you probably should have two. Let me explain why.

High Yield Bond Fund Outflows Deepen With $859M Withdrawal

Retail cash outflows from U.S. high-yield funds deepened to $859 million in the week ended April 29, and there was a huge influence from the exchange-traded-fund segment, at 85% of the withdrawal, or $724 million, according to Lipper. The outflow expands upon the $162 million withdrawal last week, for a net $1

A Secure '60/40' Retirement Portfolio That Yields 5%

A prudent investor takes advantage of market dips. He buys oversold assets when the market panics—and stays the course during recoveries. Unfortunately, prudent investors looking to add to their portfolios now can’t capitalize on a panicking market. This year saw two great buying opportunities: first in February when the market freaked