Winning At Active Management? Don't Be Delusional
/
Date19 Aug 2016
As long-term investors, we all want to reach our goals as reliably as possible. That means earning the returns necessary to accomplish what’s important to... Read More →
Alpha From Equal-Weighting: A Look At Materials
/
Date19 Aug 2016
In this ongoing series comparing the returns of the capitalization-weighted and equal-weighted sector funds, we have seen outperformance in equal-weighted Financials (+2.97% per year for... Read More →
What's Driving The U.K. Small-Cap ETF Rally?
/
Date19 Aug 2016
British small-cap stocks have lately held up pretty well despite a falling pound and the yet-to-be-seen impact of Brexit. However, small-cap stocks are lagging the... Read More →
What’s Driving The U.K. Small-Cap ETF Rally?
/
Date19 Aug 2016
British small-cap stocks have lately held up pretty well despite a falling pound and the yet-to-be-seen impact of Brexit. However, small-cap stocks are lagging the... Read More →
Worry-Free Investing: Financial Advisors' Daily Digest
/
Date19 Aug 2016
A data-wielding Eric Nelson, CFA, principal of Servo Wealth Management, attempts to kill active management once and for all on today’s SA. He probably won’t... Read More →
Worry-Free Investing: Financial Advisors’ Daily Digest
/
Date19 Aug 2016
A data-wielding Eric Nelson, CFA, principal of Servo Wealth Management, attempts to kill active management once and for all on today’s SA. He probably won’t... Read More →
BlackRock Muni Intermediate Duration Fund: Safe Long-Term Play
/
Date19 Aug 2016
Over the last 12 months we have been generally bearish on the equity markets and bullish on bonds. While the market talking heads have been... Read More →
Best And Worst Q3'16: Large Cap Growth ETFs, Mutual Funds And Key Holdings
/
Date19 Aug 2016
The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in our Q3’16 Style Ratings for ETFs and Mutual Funds... Read More →
Best And Worst Q3’16: Large Cap Growth ETFs, Mutual Funds And Key Holdings
/
Date19 Aug 2016
The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in our Q3’16 Style Ratings for ETFs and Mutual Funds... Read More →
Closed-End Funds – A Simple Way To Greatly Boost Yield
/
Date19 Aug 2016
If you hold closed end funds there are simple ways of boosting yield. A few timely switches between funds when the opportunities arise can double... Read More →