Trust funds/mutual funds

Opinion: Why Emerging Market Index Funds Are Mad

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I don’t want an emerging market index fund in my portfolio and I don’t care who knows it. There is nothing fundamentally wrong with investing in emerging markets. (A new paper from the numbers experts at hedge fund firm AQR argues that they look like a great investment right now — we’ll talk more about … Read more

Retired at 55: Should I buy an annuity or do a $2+ million Roth transfer?

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Do you have a question about investment mechanics, how they fit into your overall financial plan and what strategies can help you get the most out of your money? You can write to me at beth.pinsker@marketwatch.com. I’m lucky because I retired at 55. I’m using Rule 55 to withdraw money from my 401(k), which is … Read more