Year

January 13, 2019 Mutual Funds No Comments

Investing Insights: Year in Funds, Tax Reporting Missteps

Investing Insights: Year in Funds, Tax Reporting Missteps Christine Benz: Hi, I’m Christine Benz for Morningstar.com. The year 2018 ended on a sour note, and most mutual fund categories ended the year in the red. Joining me to provide a recap of the past yea… Continue reading at morningstar.com Are age-based funds protecting U.S. investors […]

January 2, 2019 Personal 11 Comments

Here are the new ‘Dogs of the Dow,’ a simple investing strategy that beat the market last year

Here are the new ‘Dogs of the Dow,’ a simple investing strategy that beat the market last year The “Dogs of the Dow” beat the market in 2018, down only 1.5 percent. The dogs would have done much better in 2018 without General Electric’ 57 percent decline. International Business Machine, Exxon M… Continue reading at […]

December 26, 2018 Mutual Funds 16 Comments

A down year for mutual funds, especially at tax time

A down year for mutual funds, especially at tax time You will never go broke paying taxes. A good friend and fellow adviser likes to remind clients of that at this time of year. The idea, of course, is if you owe taxes on your investments, it’s because … Continue reading at startribune.com VMLY&R wins […]

November 19, 2018 News One Comment

Ivanka Trump used a personal email account to send hundreds of emails about government business last year

Ivanka Trump used a personal email account to send hundreds of emails about government business last year Using personal emails for government business could violate the Presidential Records Act … Comey’s controversial decision to hold a news conference a few months before the election to announce his c… Continue reading at washingtonpost.com California Inc.: Retailers […]

Gold - FOREX Correlations Crumble as ECB Maintains Liquidity Measures

January 16, 2018 Large Cap No Comments

3 Large-Cap Pharma Stocks to Watch Out for This New Year

3 Large-Cap Pharma Stocks to Watch Out for This New Year We have therefore identified three Large Cap stocks based on a favorable combination of a solid … the Denmark-based global healthcare company and a leader in the worldwide diabetes market. Shares of the company have surged 51.2% in a year’s time. Continue reading at […]

March 24, 2016 Earnings No Comments

2015 Was the Worst Year for S&P 500 Earnings Since the Crisis

2015 Was the Worst Year for S&P 500 Earnings Since the Crisis The final big company to release last year’s earnings is heavily-shorted GameStop, which reports fourth-quarter results after the close Thursday. No matter the result, the S&P 500 is sure to see earnings contract for the full year for the first time … Continue […]

January 18, 2016 ETF No Comments

Shorting Russia Stocks Three Times Among Best ETF Bets This Year

Shorting Russia Stocks Three Times Among Best ETF Bets This Year One of the best ways to make money in U.S. exchange-traded funds this year has been to bet against Russia. The Direxion Daily Russia Bear 3x Shares, which makes a leveraged investment against Russian equities that essentially triples the wager, has … Continue reading […]

January 13, 2016 Dividends No Comments

Shoe Zone plans special dividend after tough year

Shoe Zone plans special dividend after tough year LONDON–Shares in Shoe Zone PLC (SHOE.LN) rose on Wednesday after the company declared a special dividend and said it achieved a solid performance in what it called a difficult year for the footwear industry. Revenue for the 52 weeks ended Oct. 3 reduced … Continue reading at […]

Micromanagement angels are individuals who have exerted their own efforts in order to become wealthy. Because of their experience, they believe that they know exactly how a business should be managed. Although they are not active participants in management, they can be very visible when the management of the business starts to have problems and is not doing well.

A deferred annuity pays out to investors interested in getting an income from an annuity, but who want the payments to begin some time in the future, usually at retirement. Or, they may want the insurance company to invest the money for a few years to increase the payments. A tax deferred annuity allows income tax to be deferred until the money is withdrawn, and you can contribute as much money yearly as you like.

Performance will vary. Fund performance often falls off and risk levels rise during the subsequent three years after a fund is given an initial five-star Morningstar rating, suggests another recent study by Matthew Morey, a professor at Pace University. One reason for this is that after receiving a five-star rating the size of the fund grows dramatically, which then makes the fund unwieldy to manage, he suggests. Since Morey's study was completed, Morningstar also has changed the way it doles out top rankings to make them more precise. One of the biggest problems with all rating systems is that they are not necessarily predictive in nature. This means they're not really set up to tell you whether certain funds will necessarily do better in the future. For the most part, the ratings indicate how much you might have made and how much aggravation you faced in the process.