Should

January 31, 2020 Mutual Funds No Comments

Which Mutual Fund Types Should You Tap First In Retirement?

Which Mutual Fund Types Should You Tap First In Retirement? Taxable funds, traditional IRAs or Roths? Where and when you make withdrawals for your post-work income has a big impact on your tax bill. Continue reading at forbes.com Kiplinger’s Mutual Fund Rankings Who’s complaining about stock market results for 2019? Not us. Investors in U.S. […]

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 […]

October 17, 2019 Mutual Funds 12 Comments

5 Reasons You Should Own Stocks Instead Of Mutual Funds (Or ETFs)

5 Reasons You Should Own Stocks Instead Of Mutual Funds (Or ETFs) Many people only see investing through the prism of their 401(k). This limits their vision to all but mutual funds. “For most investors, it’s because they don’t have a choice,” says Merlin Rothfeld, … Continue reading at forbes.com Mutual Funds Aren’t Included in […]

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 […]

April 9, 2019 Mutual Funds No Comments

Should Nio Stock Be in Your “Fun” Fund?

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 […]

February 12, 2019 Canadian No Comments

Canadian Solar (CSIQ) is a Great Momentum Stock: Should You Buy?

Canadian Solar (CSIQ) is a Great Momentum Stock: Should You Buy? It’s also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Canadian Solar currently has a … Continue reading at finance.yahoo.com Stock Market News: Aurora Opens Marijuana […]

January 27, 2019 Earnings No Comments

What Investors Should Look Out for When General Electric Reports Earnings

What Investors Should Look Out for When General Electric Reports Earnings There’s no way to sugarcoat this. The forthcoming earnings for General Electric (NYSE: GE) won’t be pretty. The two segments set to be the core of the company going forward, power and aviation … Continue reading at finance.yahoo.com Cigna (CI) Reports Next Week: Wall […]

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.

Immediate annuities can be fixed or variable. While a fixed immediate annuity payment depends on the amount you contributed, your age, as well as the interest rate at the time or purchase; a variable immediate annuity depends on the type of investment purchased.

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.