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... funds and can have a profound impact on investors. Morningstar calculates the PCGE at 45.42%. This is an estimate of the percent of a fund’s assets that represent gains that have not yet been distributed. ...
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Whether you handle your portfolio or hire a professional to manage it, there is no way you have not heard of the importance of diversifying your investments. The reality is, however, most investors ...
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... years.
It’s not so much the market or serious investors that love catchy phrases but it’s those that feed you the news who are the perpetrators. If this article were being written in November we would ...
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... “experts” and journalists do their best to paint the summer months as those that are primed to underperform. Does history always repeat itself in exactly the same way? Nope. It’s not hard to find investors ...
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... 1994 to 2013:
One of the better examples of this is Emerging Markets in the early 2000’s.
The BRIC’s (Brazil, Russia, India, and China) were all the rage from 2003 until 2007. Hardly any investors ...
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... get compensated to vector investors and Schwab account holders to meet with advisors who pay to be in their program. Advisor #2 (who we will call Fee-Only Advisor) is not part of any network and is not ...
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... then that we see so many accountants, tax preparers, CPA’s, and even “enrolled agents” dole out investment advice around this time of year? Investors naturally gravitate to the professional that sees the ...
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... lurking in the shadows for years, suddenly it jumped up and grabbed headlines raising concerns and paranoia with investors. High Frequency Trading (HFT) has dominated headlines over the last week prompting ...
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... it does even the most bearish investors will be forced to nibble more as the breakout could ruin 2014 with missed upside.
Keep an eye out for Q1 earning reports. Once those start rolling out we believe ...
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... a variety of therapeutic categories. They have a robust offering of generic drugs and figure to be a solid company as the United States fully transitions into ‘Obama Care’. One concern that investors need ...
