When Fundamentals Don’t Matter
Barron’s ran an article this weekend on the distortions ETF flows may be creating in individual stocks. This is an issue we have written...
Fidelity’s Winning Edge
You can see Fidelity’s winning edge is alive and well through its CEO Abigail Johnson. She runs it like a family business—for the long-term....
Vanguard GNMA 2014/2015
Nice 52-week run by Vanguard GNMA. As of January 31, 2015 the fund had returned 5.29% over the trailing twelve months. Shares yield 2.24%...
A Rising Tide Lifts all….er… Index Boats
Before you give your investment manager an ear full for trailing the S&P 500 last year, check out this article from Barron’s. Lots of...
A Darn Good Track Record
I always have money in the stock market and I always will. I don’t get worked up about big swings in stocks because I...
The World’s Most Dangerous Mutual Fund?
Fannie Mae and Freddie Mac investors are toast. That is the verdict the market delivered last week after a judge threw out a lawsuit...
Bond Kings
My favorite bond funds are not known for their king like managers. And I like it that way. One would think that the world...
Top 10 Funds in 2014
What is working in the stock market this year?
I ran a Morningstar screen of the top performing U.S. focused Large-cap blend (combination of growth...
Mutual Funds of the Future
"Never pick a stock again," proclaims the headline of a recent article by Money. The California Public Employees Retirement System is considering making cuts...
Best Bond Funds to Buy Now
What are the best bond funds to buy now? This is a simple question that is often unnecessarily complicated by investors. The best bond...