Articles by Kiplinger

Metropolitan West Unconstrained Bond

Symbol: MWCRX Expense Ratio: 0.99% 800-241-4671 They have built a portfolio designed to protect against rising interest rates. For starters, they have 26% of the fund's assets in mortgage... Read >>

Osterweis Strategic Income

Symbol: OSTIX Expense Ratio: 0.92% 866-635-0050 Co-managers Carl Kaufman and Simon Lee have the freedom to invest large chunks of Osterweis Strategic Income in almost any kind of debt,... Read >>

Harding Loevner Emerging Markets

Symbol: HLEMX Expense Ratio: 1.49% 877-435-8105 Managers G. Rusty Johnson, Craig Shaw and Richard Schmidt use filters to identify growing, high-quality companies -- firms that boast high... Read >>

Why I Sold Lockheed Martin

I loved to make up stories when I was a kid. I'd see a disheveled matron waiting for a bus, and I would fabricate the tale of her tragic life. A teen glaring over the handlebars of his... Read >>

When Your Parents Need Financial Help

As parents and children age, the familiar family roles often switch. And for some adult children that can mean helping elderly parents financially. See Also: Do Your Parents Need Help Managing... Read >>

7 Funds to Own Forever

You've heard it all before: You can't time the market. Diversification is a winning strategy. Keep your costs low, and one of the best ways of doing that is to invest in index funds, which beat... Read >>

Give Yourself a Pay Raise

Working on a tax return -- or paying someone to do it for you -- might be a royal pain. But for three out of four taxpayers, at least there's a reason to smile when the deed is done. Our... Read >>

What the Odds Are That Your Tax Return Will Be Audited, and What to Do If It Is

Overall, the odds are reassuring. The vast majority (99%, in fact) of individual income tax returns skate safely past the IRS audit machine. Better news: The 1-in-100 chance of being called on... Read >>

10 Things You Must Know About Traditional IRAs

10 Things You Must Know About Traditional IRAs The traditional IRA is one of the best options in the retirement-savings toolbox. You can open a traditional IRA at a bank or a brokerage, and... Read >>

The Bonds with the Most Bang for the Buck

Pop quiz: Among all interest-paying investments, which one delivers the highest income relative to the amount of principal it will lose when interest rates rise? (As you probably know,... Read >>

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