Mutual Funds

The Ongoing Case Against Active Management

Submitted by tom on Tue, 09/06/2011 - 09:59

A recent report from JPMorgan Chase adds fuel to the fire of Bogle-heads and others who support the case against active management of mutual funds.

In other words, in contrast to "passively managed" investment vehicles such as index funds and ETFs, funds that employ highly paid fund managers to "actively manage" securities selection and portfolio management are creating no value through that active management.

In fact, actively managed funds appear to be destroying value for investors on a relative basis.

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New Deferred Income Annuity from NY Life

Submitted by Anonymous on Thu, 07/14/2011 - 10:24

News on a recent deferred income annuity product release from New York Life:

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Long Term Care Insurance

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National Life

Short Company Name:

National Life

Long Company Name:

National Life Group

National Life Group is a diversified financial services group comprising of National Life Insurance Company, National Retirement Plan Advisors, Life Insurance Company of the Southwest, Sentinel Asset Management and Equity Services, Inc.

Company Type:

Insurance Company

Web Site:

https://www.nationallife.com/

Address

Street Address:

1 National Life Drive

City:

Montpelier

State:

ZIP Code:

05604

Country:

USA

Phone Number:

1-800-732-8939

Fax Number:

802-229-3868

Year Founded:

1848

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Securian

Short Company Name:

Securian

Long Company Name:

Securian Financial Group

Securian Financial Group is located in St. Paul, Minnesota and was founded in 1880. It is the parent company for Minnesota Life Insurance Company and Securian Life Insurance Company which, together, sell insurance, investment and retirement products to individuals and businesses in 50 states.

The product and services offered by Securian Financial Group and its member companies to individuals and businesses include life insurance, group insurance, annuities, retirement planning, investment advisory, and financial planning. A brief overview of the offerings is given below:

Company Type:

Insurance Company

Web Site:

http://www.securian.com/

Address

Street Address:

Securian Center 400 and 401 Robert Street North

City:

St. Paul

State:

ZIP Code:

55101

Country:

USA

Phone Number:

800-362-3141

Fax Number:

651-665-4488

Year Founded:

1880

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EquiTrust

Short Company Name:

EquiTrust

Long Company Name:

EquiTrust Life Insurance Company

EquiTrust Life Insurance Company is located in West Des Moines, Iowa and was founded in 1966. As of April 2011, Equitrust operates as a subsidiary of FBL Financial Group, Inc. The product range offered by EquiTrust to individuals includes fixed and indexed annuities, mutual funds and life products. The description of products offered by EquiTrust is as follows:

Index Annuities: EquiTrust offers normal indexed annuities as well as indexed annuities with bonus option that is paid over a specified period of time along with the interest.

Company Type:

Insurance Company

Web Site:

http://www.equitrust.com/

Address

Street Address:

5400 University Avenue - Attn: Box 14500

City:

West Des Moines

State:

ZIP Code:

50266