... the last 10 years the fund has posted some impressive returns from 2004 to 2007 (15.07%, 16.23%, 11.54% and 19.78%). In 2008 the fund was down -37.16% while its benchmark (S&P 500) was down -37%. More ...

... she and her family wanted, it sure was difficult to “celebrate”. After all these years a client becomes a friend and a part of your extended family. Earlier in the day, family members boarded a boat ...

... 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, ...

... of the day. After all, June is the 10th worst calendar month of the year. Since 1950 it’s basically been a flat month but more recent history points to June losing an average of -1.33% over the past 10 ...

... had a correction of -10% or more since October 3, 2011. Like many investors out there we firmly believe a correction of -10% to -20% is coming this year but we don’t think it will be the start of a bear ...

... millions of portfolio every year! Pretend each lane of the freeway represents an asset class. (ex: Large Caps, Small Caps, International, and Bonds) On any given year one “lane” (or asset class) will lead ...

... 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 ...

... 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 ...

... warning signs continue to lurk below the surface but the S&P 500 has still managed to tack on about another +1%. Year to date we’re just about 1% of where we started 2014 but it sure feels uncomfortable ...

  This is the fourth year publishing our March Madness Investing Bracket and we begin this years edition by wondering why is it one of the most popular investing articles on the internet? Every year ...