Blog Archives

Here’s What’s Driving Your Investment Returns

Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or unconsciously made.  Let’s examine the factors driving your returns.

Your Asset Mix
Back in the 1990s, Gary Brinson’s landmark study highlighted the acute impact of a portfolio’s returns by how its assets are distributed. 

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Posted in Asset Allocation, ETF, Fox Feed, mutual fund, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Yahoo Feed
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Avoiding the Mutual Fund Tax Trap

Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund –

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Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SPDR, stocks, tax efficiency, Taxes, Yahoo Feed
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How Safe are Bonds?

News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise.

Since mid-2016, the performance for U.S. bonds (NYSEARCA:BND) with top credit grades have sunk almost 4%. For perspective, the 12-month yield on ETFs tracking the Barclays U.S.

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Posted in Asset Allocation, Bonds, Cash and Money Market Funds, ETF, Financial Planning, Fox Feed, Leveraged Long/Short ETFs, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, stocks, U.S. Government Debt, Yahoo Feed
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Your Investment Portfolio’s Missing Piece

The framework for an architecturally sound investment plan is to have a core portfolio built upon core asset classes. Like the foundation of a building, your portfolio’s core must be built on a solid and stable footing. While there are many things within your investment plan that are optional, this isn’t one of them.

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Posted in Asset Allocation, Commodities, ETF, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Precious Metals, Yahoo Feed
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Utilities, Anyone?

With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk areas.

Formerly hot groups drenched with elevated risk like solar energy (NYSEARCA:TAN) and biotechnology stocks (NasdaqGS:IBB) have fallen out of favor and are down more than 20%,

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Posted in Asset Allocation, Bonds, Fox Feed, Interest Rates, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Sentiment Analysis, U.S. Government Debt, U.S. Stock Market, Yahoo Feed
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