INVESTORS

January 17, 2020 Mutual Funds 16 Comments

Should Value Investors Buy Mutual Funds?

Should Value Investors Buy Mutual Funds? (1:00) – Are Mutual Funds A Good Value Play? Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks. Recently, a fan … Continue reading at nasdaq.com The Best Small-Cap Mutual Funds to Buy in 2020 Most […]

January 10, 2020 ETF 14 Comments

ETF Investors in Canada May Have Timed the Market Just Right

ETF Investors in Canada May Have Timed the Market Just Right Investors in Canadian markets might have been on to something last year. They piled into fixed-income and cash ETFs in an effort to seek shelter even as equity markets soared to levels unseen in a … Continue reading at msn.com A New Long-Term Bull […]

November 9, 2019 Mutual Funds 2 Comments

Mutual fund investors’ losses on Puerto Rico bonds not personal injuries – judge

Mutual fund investors’ losses on Puerto Rico bonds not personal injuries – judge The judge overseeing Puerto Rico’s bankruptcy-like restructuring has rejected a bid by two investors to reframe their claims for financial losses as personal injury claims. U.S. District Judge Laura … Continue reading at reuters.com 3 Valued MFS Mutual Funds for Your Portfolio […]

August 23, 2019 Personal 14 Comments

Get the gun stocks out! ESG investing can get messy for socially conscious investors

Get the gun stocks out! ESG investing can get messy for socially conscious investors Investing by moral compass is getting more popular — but it’s not always so easy. Take the recent blunder in Vanguard’s US ESG Stock exchange-traded fund. The fund invests in ESG stocks, or companies … Continue reading at usatoday.com Volkswagen says […]

June 15, 2019 Mutual Funds 4 Comments

4 Top Mutual Funds for Millennial Investors

April 22, 2019 Earnings 3 Comments

What Should Investors Expect When Starbucks Reports Earnings?

What Should Investors Expect When Starbucks Reports Earnings? After hitting all-time highs in mid-2017, Starbucks (NASDAQ:SBUX) faced a rough patch. Over the course of the next year, the coffee purveyor lost a quarter of its value. What caused the slide? Falling … Continue reading at fool.com Dow Futures Drop 52 Points as the Market Awaits […]

March 23, 2019 Mutual Funds 15 Comments

Fund investors flee stocks for bonds even as equities have best quarter in years

Fund investors flee stocks for bonds even as equities have best quarter in years Investors around the globe withdrew money from equity funds in the week ended March 20, continuing a trend that has colored stock markets since the start of the year, even as major benchmarks have … Continue reading at marketwatch.com Australia’s Top […]

March 17, 2019 Mutual Funds No Comments

Why investors should consider buying stock in the fund company, not the fund

Why investors should consider buying stock in the fund company, not the fund Don’t miss these top money and investing features: From buying the unloved, value-focused stocks of mutual-fund companies to the best way to approach the shares of cannabis-industry companies, this … Continue reading at marketwatch.com Wall Street Weekahead: U.S. Funds Focus on Media […]

"People the world over are losing faith in politicians, and currencies," says Marc Lubaszka, President/CEO, World Financial, a highly successful investment firm specializing in precious metals based in Studio City, Calif. "This has resulted in a flight to gold and other precious metals, a storehouse of value for more than five thousand years. Investors are taking their money out of paper assets, and putting it where it is likely to earn a better return in uncertain times."

Corporate angels are former business executives who have retired early or have been replaced. Although investment is one of their goals, they look for personal opportunity at the same time. So, usually they want to acquire a position in the business as part of the deal. But this should be thoroughly discussed since some corporate angels can be too controlling.

Ratings are a very important element in trying to distinguish between good and bad funds. Good research, however, goes far beyond just looking for five stars or an A+. When evaluating funds, look at the quantitative, measurable characteristics of a fund: returns up against the benchmark, costs, risks, taxes and manager tenure. Use rating systems as part of your research, but remember: just because the analysts give them top marks, it does not mean they will be the best investment in the future, and doesn't it mean that they'll be the best investment for you in particular. Take the time to understand how the ratings were achieved. This will be the first step to educating yourself about funds.