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"We are here on earth to do good unto others. What the others are here for, I have no idea." - WH Auden

PERFORMANCE. It's what mutual fund investing is all about. So to keep you abreast of how various types of equity funds are performing, which funds are leaders and laggards and how the largest funds are doing, that information is now just a click away.

Weekly Fund Performance by Investment Objective - This shows how the various categories of funds have performed through 8/21/14.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 8/21/14.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 8/21/14.
2014 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/14.
2014 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 6/30/14.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Lipper Weekly U.S. Fund Flows Video Series – August 13, 2014
Investors were net purchasers of fund assets as the flows week ended August 13, 2014 saw positive net flows of $15.0 billion. Pat Keon highlights the flows for both conventional funds and ETFs in this week's fund flows video.

Lipper 2014 Q2 Equity Mutual Fund Performance Review WebEx Replay
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.

Events move markets but the big questions are when and which ones
The stock market’s seemingly non-stop bullish trend is a little unsettling. In this day of spooky high- frequency trading where computer programs control more prices than many would care to admit, it’s important to be cognizant of the fact that this market isn’t like your father’s. Or for that matter, his father’s.
(From My Blog: Palm Beach Money)
The low end of the top 1 percent aren’t all that rich
With all the talk about the top 1 percent you would think they all were mega-richies. And you’d be wrong. The bottom of that top has annual incomes that might surprise you...
(From My Blog: Palm Beach Money)
Succession planning key to keep business humming
Walk down Worth Avenue and pop into its many vias, or along Royal Poinciana Way or County Road, and you'll pass dozens upon dozens of privately owned shops and not-so-small businesses.
(Special to the Daily News)
A Decade of Decline: Middle-Tier Median Income Household Income Declines
Take a look at this chart showing the decline of middle-tier household income and net worth over the past decade.
(Courtesy of Pew Research Center)
Column Archive »



The Importance of End-of-Life Estate Planning
Jane Brown, a Wills and Estate attorney at Gunster in Palm Beach, FL talks about the importance of end-of-life estate planning along with common misperceptions and issues everyone needs to consider
Tim Harris on Today's Health Care Shortage
Tim Harris, FSA, MAAA and co-chairperson of the Society of Actuaries Committee on the Living to 100 Symposium, talks about today's healthcare shortage and America's shortage of doctor and nurses.
Retirement and Working Longer
Anna Rappaport, FSA, MAAA and president of Anna Rappaport Consulting, was one of the presenters at the Society of Actuaries "Living to 100" program held in Orlando earlier this year.
Video Archive »

Bank CD Rates - 45 Year Graph NEW! Average daily rate per month for the 6 month Bank CD is graphed.
Deficits forever. Stop freaking out: U.S. deficits are nothing new. Here's a graph that shows plenty.
Morningstar Chart: U.S. Market Recovery After Financial Crisis. Cumulative return of balanced portfolio after various events.
Want to become a millionaire? You can do it! Find out what it takes.
Start mutual fund investing with $500 or less! Find out how.
College Savings/529 plans: Learn the differences between them.
When Hawks Prey on Bulls: A chart from Ibbotson about the effects of war on the market.
Impact of Natural Disasters on the Market: Ibbotson has just put together a chart that illustrates the historical impact of natural disasters on the U.S. stock market.


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All information is collected from reliable sources and believed to be accurate. The purpose of this site is to educate. Information on it is intended neither to encourage nor discourage the sale of mutual funds or any other investment products.

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