Bernice Napach
Wall Street Journal
South Orange, NJ, United States
Contact Bernice
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Bernice:
What Is a Robo Advisor and Is It Worth It?
Robo advisors can be found through Vanguard, Fidelity, Schwab, Wealthfront and Betterment. See if one of these automated investing services is right for you. → Read More
Fidelity, BlackRock Plan New Crypto-Related ETFs
Asset managers are giving up on ETFs that invest in Bitcoin or crypto-related industries. → Read More
How 10 Advisors Are Handling Market Volatility in 2022: Advisors' Advice
Here's what advisors are saying and doing to calm clients' fears and keep their portfolios on track. → Read More
Does January's Stock Slide Portend a Down Year?
DataTrek co-founder Nicholas Colas provides some historical food for thought. → Read More
January Stock Selloff Is ‘Glaring’: Schwab's Sonders
The S&P 500 is teetering on a correction; the Nasdaq has already slipped into one. → Read More
Bob Doll to Co-Manage 5 New Crossmark Mutual Funds
Doll will co-manage three large-cap, one small-cap and one equity neutral fund. → Read More
Stick With Quality Stocks in This Downturn: Strategists
Strategists from BofA, Goldman Sachs and JPMorgan Private Bank weigh in on the current market rout. → Read More
TIAA Adds Annuity Option for 401(k) Plans
The TIAA Secure Income Account is overseen by Nuveen, TIAA's $1.2 trillion asset management subsidiary. → Read More
DFA Now the Biggest Active ETF Asset Manager
“We are knocking on the door of becoming one of the top 10 ETF issuers,” said Anthony Caruso, ETF strategist at DFA. → Read More
Fidelity Readies the First Retail Direct Indexing Product
The minimum investment for Fidelity Managed FidFolios is $5,000; the fee is 40 basis points. → Read More
Mutual Funds vs. ETFs: Which Are Better for Retirement Portfolios?
To answer this question, Morningstar's Christine Benz compared two groups of model portfolios. Here's what she found. → Read More
Vanguard to Launch Its First Impact Fund
The Vanguard Baillie Gifford Global Positive Impact Stock Fund is an active equity fund managed by subadvisor Baillie Gifford. → Read More
These 10 ETFs Gained the Most Assets in 2021: ETFGI
BlackRock’s iShares, Vanguard and State Street Global Advisors accounted for almost 79% of all ETF and ETP assets, according to the research firm. → Read More
Why Value Stocks Could Beat Growth Stocks in 2022 and Beyond
Research Affiliates and Vanguard strategists think so, due to rising inflation and interest rates. → Read More
Here's What's Ahead for Active ETFs in 2022: Cerulli
A big gap exists between advisors and asset managers around perceived demand for sustainable ETFs, according to the research group. → Read More
Cathie Wood Hits Back at Critics, Sticks to Convictions
Losses for Ark's six funds range from 4% to 9% while the S&P 500 and Nasdaq are down 1% and 3% respectively year to date. → Read More
Standard Asset Allocation Models Are Wrong: Dalbar
The research firm says it has a better approach based on investors' cash needs for the next five years. → Read More
Value Funds' 2021 Rebound Was Just a Blip: Morningstar
Value funds outperformed growth funds in 2021 but lagged considerably over the past 10 years. → Read More
3 Top ETF Trends for 2022
ETF and market experts Josh Brown, Dave Nadig, Eric Balchunas and Liz Young offer their outlooks. → Read More
Cathie Wood's Ark Innovation ETF (ARKK) Hits 52-Week Low
“Highly concentrated thematic ETFs are likely to be volatile in 2022” ETF researcher Todd Rosenbluth warns. → Read More