Archive by Author

Dec, 14 2011

Understanding Risk-Adjusted Returns – Using the Sharpe Ratio to Evaluate Funds

Understanding Risk-Adjusted Returns – Using the Sharpe Ratio to Evaluate Funds

Sharpe ratio is a measure to help investors make smart risk-based decisions for achieving the returns they’re trying to obtain with as little risk as possible.

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Dec, 12 2011

5 Things to Know About Investment Advisors

5 Things to Know About Investment Advisors

Understand the differences between advisors and brokers, how they are compensated, and what level of obligation they have in making investment recommendations.

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Dec, 5 2011

Will the European Debt Crisis Lead to a Credit Crunch?

Will the European Debt Crisis Lead to a Credit Crunch?

The Eurozone debt crisis has been a concern for months. But what is it exactly that will happen to the banking system if indebted nations start to default?

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Nov, 23 2011

Another Year, Another Black Friday

Another Year, Another Black Friday

Retailers are inching their way to an earlier start this holiday season, opening their doors Thursday evening for the traditional Black Friday sales.

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Nov, 22 2011

Bill Miller versus S&P 500: The Stock Picker’s Uphill Battle

Bill Miller versus S&P 500: The Stock Picker’s Uphill Battle

Previously a market beating super star, Bill Miller’s fall begs the question: Is it worth the fees for an actively managed fund if performance is inconsistent?

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Nov, 17 2011

Past Performance In Fund Selection… Does it Matter?

Past Performance In Fund Selection… Does it Matter?

While “past performance is an unreliable indicator of future returns”, does this mean it should be completely disregarded when evaluating funds?

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Nov, 16 2011

The Rise of Emerging Markets, BRIC by BRIC

The Rise of Emerging Markets, BRIC by BRIC

Brazil, Rusia, India, & China make up a segment of emerging markets known as BRIC. See how these countries have come to be the fastest growing emerging markets.

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Nov, 14 2011

Jem5: Top 5 US Corporate Bond Funds – The Better of the Fixed Income Funds?

Jem5: Top 5 US Corporate Bond Funds – The Better of the Fixed Income Funds?

With increasing risk of government bonds plus persistently low interest rates that keep yields low, investors might find corporate bonds a good alternative.

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Nov, 3 2011

The Art and Science of Fund Selection

The Art and Science of Fund Selection

What is the right way to select a fund for inclusion in a portfolio? The short answer is that it depends on the investor. Find out what that means for you.

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Oct, 26 2011

Consumer Spending: Still the Driver of Global Growth?

Consumer Spending: Still the Driver of Global Growth?

Decreasing consumer wealth is putting a strain on consumer spending. Find out how consumer activity in the US is a global economic issue.

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