Blog Archives

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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3 Diversification Errors

Portfolio diversification is an investment strategy designed to limit risk by spreading money across multiple asset classes and securities. Most financial literature along with your local financial advisor will agree that diversifying your investments is a prudent thing.

But while diversification may seem like a straightforward process, it isn’t.

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Posted in Asset Allocation, Commodities, Fox Feed, investment, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, stocks, 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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(Podcast) How to Predict Fund Performance

The phrase “past performance is not an indicator of future performance” is a frequently written and spoken legal disclaimer for virtually all investments sold by Wall Street. Yet, hardly anyone from individual investors all the way to investment sales people really act like they believe it.

Asset flows inevitably gravitate into funds with the hottest historical performance.

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Posted in Asset Allocation, expense ratio, Fox Feed, Investor Behavior & Psychology, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Yahoo Feed
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Fund Shareholders with SunEdison Get Zapped by Bankruptcy Filing

SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results are the same: bankruptcy.

Once the largest renewable energy developer in the U.S., the Missouri-based company listed $16.1 billion in debt in its Chapter 11 bankruptcy filing on April 21.

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Posted in Asset Allocation, Fox Feed, Industry Sectors, Investor Behavior & Psychology, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Yahoo Feed
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