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... pulling money from bond funds due to fears of increased interest rates. As the Federal Reserve scales back its stimulus of $85 billion in monthly bond purchases, there simply has to be an eventual end ...
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... quarter mutual funds set records for the amount of money invested in them as some investors are ‘chasing the markets’. The sad truth is that while investors watch the market continue this upward trend, ...
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... you’ll quickly know that we are typically not fans of very many mutual funds. Long story short, since most are expensive and drastically underperform their passively managed benchmarks, you better have ...
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... from emotionally scared and performance chasing investors poured into his funds. It’s hard to blame the average investor for not doing so but at least you can learn from this before the next shiny object ...
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... our favorite comes with a ticker symbol that you won’t soon forget… HACK. The PureFunds ISE Cyber Security ETF (HACK) focuses on the most innovative companies in this space. By nature they are smaller ...
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... ck here to read)
Paying high fees for consistent underperformance essentially guarantees that you will not reach your investment goals. On a yearly basis approximately 75 - 80% of mutual funds can’t b ...
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... products and loaded mutual funds, but today we will look at a product that is making a come back after declining in popularity over the last few years….Unit Investment Trusts or UITs.
The name itself ...
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... with a change in interest rates. The calculation itself is semi-complicated but this indicator is considered standard data when looking at bond bond funds and ETFs. It is expressed in years; the higher ...
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... The performance of emerging markets has caught plenty of attention with over $18 billion flowing into funds similar to VWO through the first two months of the year. Economists will often refer to a theory ...
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... described the move by the SNB as unprecedented but also almost “irresponsible”.
The fallout has been disastrous to several hedge funds and financial firms. The largest US retail currency firm, FXCM, ...
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... Traded Funds (ETFs) works.
With our standard and passively managed 60/40 Benchmark we made the monthly and automated adjustment to the allocation. On the first trading day of the month ...
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... simply writing a check and walking away. Last year we decided to take our game to a new level – we created a team of individuals to raise funds and awareness for charities and compete in Ironman Arizona ...
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...
Sell higher cost basis shares – if you have multiple purchases in a stock and are looking to cut back on your exposure, sell the higher priced shares first.
If you own mutual funds avoid buying ones ...
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... that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expens ...
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... among stocks, bonds, money market instruments, international securities, and alternative investments. If mutual funds are part of your existing portfolio, every holding will be analyzed and assessed for ...
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We’ve certainly not held back with our opinion in the past when it comes to mutual funds. While they certainly can warrant a spot in many portfolios, they need to be reviewed and compared carefully ...
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... forward though I feel compelled to share what our firm is doing about it. Along with several other athletes I’m personally competing in an Ironman triathlon to raise funds and awareness to fight cancer. ...
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... on Wall Street are managing billions of dollars, yet over 80% of the actively managed mutual funds underperform their index or benchmark every year! If they struggle to beat, or even match the market, ...
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... right now but that actually does not mean you need to shift your focus and abandon good growth names. We see this mistake with so many mutual funds and this emotional error coupled with excessive trading ...
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... rn and still own one!
OK…Let’s fess up: Not all mutual funds are bad. (just most of them!)
If you’ve read our opinions on most mutual funds you’ll know that we don’t mince our words on the topic. As ...