Fixed Income Markets in Montreal
By: Michael Piwowar (Nov 2004)
Dr. Piwowar participated in the Bank of Canada Workshop on Fixed Income Markets in Montreal, Canada.
Employee Stock Options and Concentrated Stock Positions: What Not to Do to Protect Your Wealth
By: Craig McCann (Nov 2004)
Dr. Craig McCann presented "Employee Stock Options and Concentrated Stock Positions: What Not to Do to Protect Your Wealth," to the Union League Club of Chicago.
Survey Finds Hidden Trading Costs
By: The Wall Street Journal (Nov 2004)
The Wall Street Journal's "Survey Finds Hidden Trading Costs" cites research conducted by Dr. O'Neal on the costs that investors in mutual funds incur when their mutual fund portfolio managers implement trading strategies. "That investors in actively managed funds incur portfolio trading costs that are over seven times that of index fund investors is another in the long line of reasons for investors to favor index funds," says Dr. O'Neal.
Bond Markets: Ripe
By: The Economist (Oct 2004)
The Economist's "Bond Markets: Ripe" cites Dr. Piwowar's research on corporate bond market trading costs.
Studies urge corporate bond changes
By: MarketWatch (Oct 2004)
MarketWatch's "Studies urge corporate bond changes" cites Dr. Piwowar's research showing that price transparency in the corporate bond market results in lower trading costs.
Sting of scandal followed by lower fees for many mutual fund investors
By: Eileen Ambrose, The Baltimore Sun (Sep 2004)
In Eileen Ambrose's Baltimore Sun article "Sting of scandal followed by lower fees for many mutual fund investors," she quotes Dr. O'Neal on mutual fund fees: "Fees are one thing when investing in mutual funds that you can control. Performance is impossible to predict, but by choosing low-cost funds you are at least stacking the deck in your favor."
Mom and Pop Pay Steep Price To Trade Munis, Study Shows
By: Bond Buyer (Aug 2004)
Bond Buyer's "Mom and Pop Pay Steep Price To Trade Munis, Study Shows" cites research by Dr. Piwowar showing that municipal bonds are expensive for retail investors to trade.
Why Brokers Want You to Buy 'B Shares'
By: The Wall Street Journal (Jul 2004)
The Wall Street Journal's "Why Brokers Want You to Buy 'B Shares' and Other Questionable Investments" extensively cites research conducted by Dr. O'Neal on multiple share class mutual funds.
Mind Your Money, and Your Broker
By: The Washington Post (Jul 2004)
The Washington Post's "Mind Your Money, and Your Broker" quotes Dr. O'Neal on the tendency for brokers to recommend higher cost actively managed mutual funds rather than less expensive index funds.
An Overview of the Regulation of the Bond Markets
By: US Senate Committee on Banking, Housing, and Urban Affairs (Jun 2004)
Dr. Piwowar's research on trading costs in the corporate and municipal bond markets is cited in testimony by two witnesses at the US Senate Committee on Banking, Housing, and Urban Affairs Hearing on "An Overview of the Regulation of the Bond Markets."
