... here is someone who is pushing annuities/insurance products and loaded mutual funds. Again…understanding how people are compensated and the structure or platform they operate under is critical to how your ...

Exchange Traded Funds (ETF's) have exploded in growth and usage over the past decade. Some financial advisors still shy away from them but the reasons are often due to proprietary conflicts with their ow ...

... nvestor, is equally as important. Because maximum drawdown is not widely used as a risk measure by many in the financial industry, the strategy of moving portfolios to 100% money market funds occasi ...

... doing to try to enhance value? Savvy REIT investors also will look at a REIT’s earnings multiple, its FFO [funds from operations] multiple and net asset value. In addition, two key questions to ask are: ...

... and has returned about 115% over that stretch. AMT is often a big favorite with hedge funds and influential investment communities like the Motley Fool. Will an unmanaged Large Cap index outperform this ...

... to move the markets higher in the foreseeable future so why risk being overly exposed? What Next? All of our clients will see each of the ETFs (Exchange Traded Funds) we sold on 11/11/11 being repurchased. ...

...  the 1930s? They were withdrawing hundreds of billions of dollars from equity mutual funds. That’s why it has been said that bear markets are the mechanism by which wealth is transferred from those wi ...

... PDR S&P Mid Cap 400 ETF (MDY), iShares Russell 2000 Index (IWM), and portions of several core mutual fund holdings we own such as Jensen Fund (JENSX), Artio Funds International (BJBIX), and Scout Funds Internati ...

...  advisors incorrectly lump the two asset classes (small and mid) together but for the sake of this illustration I will join them! Instead of choosing Sector ETF’s (Exchange Traded Funds) for this asse ...

... if you don’t allocate accordingly. I am increasing my standard percentage over the next year to compensate for a weakening dollar. Bulk up your international mutual funds or ETF’s like EFA (iShares MSCI ...