Twice per year, Standard & Poor’s issues a report that compares the performance of actively managed mutual funds to corresponding S&P indexes. The most recent report, the S&P Indexes Versus…
…companies, firearms companies, brewers, etc. I thought it was funny that a fund would pursue these strategies, but I would never invest in it. And good thing, too, the fund…
…makes more sense given our $1.2 billion in assets under management. My apologies for the error. – David Last week I commented on the genius of John Wanamaker who, over…
…buying junky stocks that are going the problems. Over time, most companies resolve the problems and their stock prices rebound. Some companies fail, but most of the time the winners…
…out of their junk bond mutual fund while they liquidate the fund. The fund was launched in 2009 because Third Avenue, which was founded by the well-known vulture manager Marty…
…why they call this a ‘risk-free’ rate. The fund with the credit exposure has to buy more securities to spread around the credit risk. Client Question 5: Does this slow…
…add up the value of all the companies in the index and divide the largest company by the total value, the largest company is worth four percent. Even though these…
…lot of company stock in your 401k. I’ve seen articles over the years that participants are putting less and less in company stocks, but I haven’t seen any hard numbers….
…now and again, something I plan to do from time to time when I don’t have an idea (like now) on periodic Throwback Thursdays. The commentary below dates back to…
Acropolis was an early adopter of exchange-traded funds (ETFs). As the name implies, an ETF is a fund that trades on an exchange. It’s like a mutual fund in that…
