…the reason that investors appear to pay attention to the ratings is that fund companies are happy to promote their rankings, when they look good. Consider this advertisement from Janus….
…deals like this one are not included. Being Warren Buffett has some real advantages when it comes to deal making, and he’s rightly not shy about making use of them….
Some things are easy to measure, like the internal costs of a mutual fund or exchange traded fund (ETF) or how much we spend in commissions at our custodian to…
…important to understand them because they really do matter. First, it’s important to understand them in order to avoid them. Investors are constantly being bombarded with new information from every…
…2016 election that brought Donald Trump into the White House. Trump, along with the already Republican Congress, created tax cuts that benefitted companies, especially smaller, more domestic companies that weren’t…
…ARK Innovation fund, an ETF run by Cathy Wood. The fund enjoyed absolutely spectacular returns in the last few years, as you can see from the chart below, which shows…
…that reduces stocks and increases cash and bond exposures to reduce overall risk. The following chart is a sample glidepath that gets the basic idea across, although different firms use…
…Morningstar defines these categories, large cap growth is the largest sector, which is why it defines it that way in the charts above. But here’s the thing – everyone defines…
…think you need this argument to win the debate either, there’s plenty of other evidence that makes the point that at least gives the active management community a fighting chance….
…talk about non-traded REITs. We like and use REITs (click here for more), but haven’t bought non-traded REITs. Traded or non-traded, REITs are simply companies that own commercial real estate…
