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Article Reprints

Article Reprints
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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WSJ-Investors Flee Active Stock Managers
Updated as of: 11/04/14

Wall Street Journal: Investors Flee Active Stock Managers​. Discusses Disciplined Equity which fits into a top performing mutual fund on a five-year basis, with below category average expenses and significant manager ownership.

4 Pages
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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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WSJ - Dow Record Caps an Upbeat Week
Updated as of: 10/10/14

Ms. Bao highlights the markets and the U.S. Equity Fund and where she sees the best place to invest.​

6 Pages
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Health care costs in retirement
Updated as of: 08/04/14

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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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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Barron's: Top picks from an index-crushing manager
Updated as of: 04/14/14

Barron's profiles value manager Jonathan Simon and​ the JPMorgan Value Advantage Fund.

4 Pages
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Wall Street Journal-Category Kings January 2014
Updated as of: 12/31/13

The monthly ranking of the top 10 funds ranked by one year performance​

6 Pages
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