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Article Reprints

Article Reprints
Health care costs in retirement
Updated as of: 04/30/15

Health care costs are rising faster than inflation. This paper discusses why retiree portfolios need growth as well as income.

8 Pages
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Barron’s: Invest Like Mr. Spock, Not Homer Simpson
Updated as of: 04/04/15

This article highlights the JP Morgan Undiscovered Managers Behavioral Value Fund.

5 Pages
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Barron’s: The Changing Face of Value
Updated as of: 02/28/15

A Q&A with Jonathan Simon on the holdings of the JP Morgan Value Advantage Fund.

6 Pages
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Top Dividend Stock Picks, Including ConocoPhillips, Hewlett-Packard, Northrop
Updated as of: 02/12/15

Dennis Ruhl manager of the Intrepid Value Fund discusses the various holdings.

6 Pages
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Barron's- Best Fund Families
Updated as of: 02/09/15

Barron's list of the Best Fund Families for 2014

4 Pages
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JP Morgan, Vanguard: Top Active Fund Sellers in 2014
Updated as of: 01/15/15

JP Morgan led the industry in active fund flows in 2014.​

1 Page
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Observations and Thoughts from the 2012 J.P. Morgan Retirement Symposium
Updated as of: 10/31/14

A collection of event highlights and summaries from key sessions

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3 Fund Ideas for a Tax-Efficient Portfolio
Updated as of: 07/10/14

Morningstar highlights J.P. Morgan Equity Income as a tax efficient portfolio holding.

5 Pages
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Bet Against Human Nature
Updated as of: 06/30/14

This article highlights Fuller & Thaler and the Undiscovered Managers Behavioral Value Fund.​

5 Pages
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II: A Brave New World for Bond Investors
Updated as of: 04/30/14

Bill Eigen discusses his background in the financial industry. As well as, his current views on the markets.

9 Pages
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