Gaining an Edge – Understanding Factors
May 15, 2020 |
What Are Factors? Factors are characteristics common to a group of securities that help explain their returns. These characteristics are distinct and quantifiable and give rise to similar patterns of performance among the securities within the group that distinguish them from other securities over t
Fees and Expenses: Do They Really Matter?
May 8, 2020 |
Fees Eat Up Return Fees and expenses are two of the most important factors to consider when investing. You can’t control the direction of the financial markets, but you can control what you pay to invest. Every mutual fund or exchange traded fund (ETF) in your portfolio has what’s called an “i
Marketing Timing May be Hazardous to Your Portfolio’s Health
May 1, 2020 |
An Elusive Dream The stock market goes up and the stock market goes down, as you can see below. Over time the trend is strongly upward, but there have been significant market declines along the way. Growth of the U.S. Stock Market 1926-2019 US Stock Market as represented by the Ibbotson SBBI
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