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Stephen Janachowski

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BUSINESS
April 6, 1999 | RUSS WILES, SPECIAL TO THE TIMES
The conventional wisdom is to spread your holdings among different types of investments and to include--or maybe stock up on--categories of mutual funds that didn't fare so well in the most recent quarter. The experts at making these allocation decisions are professional advisors who need to tell their clients what funds to buy or are managers of funds that are designed as dynamic allocation vehicles for investors.
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BUSINESS
April 6, 1999 | RUSS WILES, SPECIAL TO THE TIMES
The conventional wisdom is to spread your holdings among different types of investments and to include--or maybe stock up on--categories of mutual funds that didn't fare so well in the most recent quarter. The experts at making these allocation decisions are professional advisors who need to tell their clients what funds to buy or are managers of funds that are designed as dynamic allocation vehicles for investors.
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BUSINESS
July 2, 1999 | Bloomberg News
Vanguard Group's flagship mutual fund, which mimics the Standard & Poor's 500 index, crossed the $90-billion mark in assets and moved closer to becoming America's biggest mutual fund. Vanguard Index 500 Fund had $92.7 billion in assets under management at the close of business Wednesday, said John Woerth, a company spokesman. Fidelity Investments' Magellan Fund, managed by Bob Stansky, had $97.6 billion.
BUSINESS
December 27, 1996 | From Bloomberg Business News
Just one of America's 10 biggest mutual funds did better than the benchmark Standard & Poor's 500 Index by this week--and it's off-limits to new investors. Vanguard Group's Windsor Fund was up 25.8% for the year as of Monday, exceeding the 23.9% rise of the S&P 500, adjusted to include reinvested dividends. The U.S.' ninth-biggest fund, with $16.7 billion in assets, Windsor has been shut to new investors since May 1989.
BUSINESS
November 25, 1997 | CARLA LAZZARESCHI, TIMES STAFF WRITER
Virginia and Fred Johnson have cut it close--very, very close. With less than a year remaining before Fred, a $49,000-a-year aerospace machinist, is scheduled to retire, the Whittier couple have decided to seek professional retirement planning assistance--for the first time.
BUSINESS
September 30, 1997 | RUSS WILES
Kurt Brouwer believes that no one is too wealthy to invest in mutual funds. He's the president and co-founder of Brouwer & Janachowski Inc., a money management company in Tiburon, Calif., that caters to individuals with at least $1 million (and usually much more) to invest. The firm's approach is unusual--most investment advisors for the affluent suggest individual stocks and bonds, not funds.
BUSINESS
February 22, 1998 | RUSS WILES
In recent months, financial columnists nationwide have quoted experts suggesting that income investments belong in tax-favored accounts, since these benefit relatively more from the tax savings than do equity investments. A new study questions this reasoning, at least for long-term investors. The Roth individual retirement accounts add a powerful new twist to the calculation.
BUSINESS
July 23, 1988 | Carla Lazzareschi
QUESTION: Recently you talked about Government National Mortgage Assn., or "Ginnie Mae," investments and said the principal is not at risk if the buyer stays with the investment until it matures. We have invested in a fund of Ginnie Maes. How do we know when our investment has matured? Is there any way of purchasing Ginnie Maes other than through the funds?--S. A.
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