Markets A.M. Special Edition: Boomerang Kids and Bond Funds

Dow Jones
2024-12-10

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Welcome to a special edition of the Markets A.M. newsletter featuring articles from today's Investing Monthly report. The report offers insights and advice for investors, as well as a look back at market highlights from November. In our featured article, we explore how parents with so-called boomerang children can help their kids and ensure their retirement stays on track.

Also featured: the financial impact of an increase in market-timing that has emerged since Covid; why active management still dominates in bond funds; and our Young Money columnist explores how to stay on budget during the holiday gift-giving season.

This newsletter was compiled by WSJ Reports editor Brian Hershberg, or @brianhershberg on X . Read the full report here .

CONTENT FROM: Eaton Vance The BEAT: Top Investment Insights from Eaton Vance

Investors face unprecedented uncertainty in Q4 2024. The Fed has begun climbing down the rate peak. Inflation has cooled, but so have jobs. Washington might enact tax policy changes. We can't predict how markets react-but we can help investors act. Spanning bonds, equities, alternatives and transitional investments, we separate signal from noise. Get asset class outlooks in The BEAT.

Read More

How to Help Your Boomerang Child Without Derailing Your Own Retirement

Helping your boomerang children is commendable, but doing so shouldn't come at the expense of your retirement savings. Here's how to help your kids and yourself.

Enjoying this newsletter? Get more from WSJ and support our journalism by subscribing today with this special offer .

Active Managers Still Rule Bond Funds. Here's Why and What You Can Do About It.

Most bond funds , unlike stock funds, are still actively managed. Market observers say that's because the main bond index, the Agg, is easy to beat. But there are ways for investors to build their own bond fund-and avoid the active funds' higher fees. Market Timing Has Picked Up Since Covid. Investor Success at It Has Not.

Since Covid, mutual-fund investors have increasingly been trying to time market ups and downs . The estimated toll? About 1.01 percentage points a year in actively managed holdings.

How One Young Person Is Giving Meaningful Holiday Gifts on a Budget

Young Money: It's easy to fall into the trap of feeling like we need to give presents as good as the ones we receive. But what if you can't afford to do that? Our columnist considers gift-giving on a budget .

Stock Funds Are Up 23.5% Year-to-Date

A postelection market rally sent the S&P 500 and the Dow Jones Industrial Average to records. As a result, the average U.S.-stock fund soared 7.5% in November, to bring the year-to-date return to 23.5%.

In Case You Missed It

Some stories from our Investing Monthly Report in November

Some Final Personal-Finance Advice From Jonathan Clements The Best Way to Start Investing in Commodities, According to the Pros For These Collectors, It's Still All About the Cash In Retirement, It's Time to Put Our Costs Under the Microscope About Us

We want to be the first place you go to get ready for the opening bell every day. This newsletter is written and edited by our Markets team. Reach them by replying to any newsletter you receive.

This article is a text version of a Wall Street Journal newsletter published earlier today.

 

(END) Dow Jones Newswires

December 09, 2024 11:39 ET (16:39 GMT)

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