The Overlap Dance: Detect & Avoid It!
Friday June 29, 2012
Have you looked at the fund overlap of the funds in your portfolio recently? If you already have mutual funds, or if you are considering buying mutual funds now, don't ... Read More
Healthcare Ruling: Winners & Losers But No Real Impact on Market
Thursday June 28, 2012
The Supreme Court ruling on health-care reform known as the Patient Protection and Affordable Care Act (PPACA) does not have a significant impact on the overall healthcare sector. There are ... Read More
Time to Shift Bond Strategy?
Thursday June 28, 2012
Earlier this month the 10-year Treasury note hit a record low yield of 1.46%. At some point in the not-too-distant future these yields will move higher, which means bond prices ... Read More
Which is Best: Value, Growth or Index?
Tuesday June 26, 2012
I thought it would be interesting to add a twist to the old value vs growth debate by adding an index. So which investing objective do you think will win ... Read More
S&P Midcap 400: Best Index in 15 Years
Wednesday June 20, 2012
I can see the ad now: "Got Mid-cap Stocks?" That is what entered my mind after doing some recent mutual fund research on historic performance of the major stock indexes. ... Read More