Stock Funds Rose 7.8% in January

[ad_1] Monthly Monitor: Coming off a brutal 2022 for stock and bond investors, the average U.S.-stock fund posted strong returns for the first month of 2023. [ad_2] Source link

U.S.-Stock Funds Fell 18.4% for 2022

[ad_1] Quarterly Monitor: Three years of average double-digit gains for stock funds ended, and bond funds were no safe harbor, either. [ad_2] Source link

Best Stock-Fund Managers of 2022

[ad_1] Winners’ Circle: In a brutal year for investing, a handful of stock pickers managed to post positive returns. The winner was up nearly 32%. [ad_2] Source link

The Case Against Frequent Rebalancing of Portfolios

[ad_1] Investors are constantly told to rebalance on a regular schedule. But the numbers tell a different story. [ad_2] Source link

After Muni-Bond ‘Bloodbath,’ Expectations for 2023 Are Muted

[ad_1] For some investors, rising rates and volatility are reviving interest in traditional buy-and-hold municipal-bond strategies. [ad_2] Source link

WSJ News Exclusive | Citadel, Other Big Hedge-Fund Winners in 2022 to Return Some Profits to Clients

[ad_1] The gains mark a sharp divergence with growth-oriented funds that have stumbled badly. [ad_2] Source link

Blackstone’s BREIT Highlights Looming Dangers of Private Funds

[ad_1] A slow-motion dash for cash is under way across finance as the Fed sucks liquidity from the system. Most harmed will be those who piled into private assets without…