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.
|Mutual fund performance data thankfully supplied to us by Lipper, Inc.|
|U.S. Weekly FundFlows Insight Report: Mutual Fund and ETF Investors Cheer Improving Trade Talks for the Week|
For the second week in three, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $35.8 billion for Lipper’s fund-flows week ended January 9, 2019. Fund investors were net purchasers of money market funds (+$17.1 billion), equity funds (+$8.7 billion), taxable fixed income funds (+$8.4 billion), and municipal bond funds (+$1.6 billion).
|Lipper Weekly U.S. Fund Flows Video Series – January 2, 2019|
Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $25.9 billion for the fund-flows trading week ended Wednesday, January 2. The lion’s share of the net negative flows were attributable to equity funds (-$18.7 billion) and taxable bonds funds (-$12.7 billion), while municipal bond funds (-$599 million) also contributed to the total. Money market funds (+$6.1 billion) were the only fund asset group to take in net new money for the week. Pat Keon, Lipper Senior Research Analyst, speaks to the highlights in this week’s video.
|Lipper U.S. Weekly FundFlows Insight Report: Funds Suffer Net Outflows as Investors Flee Equity Funds and Taxable Bond Funds|
Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $25.9 billion for the fund-flows trading week ended Wednesday, January 2. The lion’s share of the net negative flows were attributable to equity funds (-$18.7 billion) and taxable bonds funds (-$12.7 billion), while municipal bond funds (-$599 million) also contributed to the total. Money market funds (+$6.1 billion) were the only fund asset group to take in net new money for the week.
|Lipper U.S. Weekly FundFlows Insight Report: Funds Suffer Second Worst Net Outflows of the Year|
Lipper’s fund asset groups (including both mutual funds and ETFs) saw almost $43.0 billion net leave their coffers for the fund-flows trading week ended Wednesday, December 19. This represents the second worst net outflow for the year, trailing only the $51.6 billion net negative flow for the week ended Wednesday, June 20. Equity funds (-$34.6 billion) and taxable bonds funds (-$10.4 billion) accounted for all of the net outflows while money market funds (+$1.7 billion) and municipal bond funds (+$255 million) took in net new money.
Now, more numbers than ever! Over 600 fund families listed.
Privacy. It's really important and Fundfreebies takes the subject very seriously.
POCKETBOOK Week Ending Jan. 18, 2019
You can thank Jack - When I began selling securities in the early 1980’s, mutual funds offered investors a way to purchase a basket of stocks instead of having to select one-by-one which company’s stocks to invest in. Back then, mutual funds had been around for 50 years and little by little were gaining ground among investors and particularly those selling them.
(Source: allaboutfundsdotcom Blog)
POCKETBOOK Week Ending Jan. 11, 2019
Credit Card Debt - Put aside the fact that America’s national debt has risen by huge leaps and bounds under the current administration, what may or may not surprise you is that personal credit card debt has risen too. According to TheBalance.com, U.S. consumers now have acquired over $1 trillion in credit card debt. Divide that by the number of households in the country and that breaks down to $5,700 in debt per household.
(Source: allaboutfundsdotcom Blog)
|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 »||
TrumpBits#31: A High Priced New Year’s Eve
I’m beginning to wonder if The Donald needs money. The Town of Palm Beach has approved some new docks for him to have installed at Mar-a-Lago so guests may arrive by water, that’s gonna be pricey unless someone else, like Mexico, is going to pay for it. Then again, he is getting a tax refund because it appears he overpaid some property taxes. But it’s the cost of attending his annual New Year’s Eve party that has both skyrocketed and has me wondering.
(Source: allaboutfundsdotcom Blog)
|Photo Gallery: Palm Beach County Women’s March|
Thousands of women — and a few good men–showed up for the Palm Beach County Women’s March –Local Rally– at the Meyer Amphitheater in West Palm Beach.
|The Political Spectrum|
People generally put their political stance on a spectrum spanning left to right. The terms “Left” and “Right” originated in France during the French Revolution.
|US employers added solid 161,000 jobs in October|
US employers added solid 161,000 jobs in October, unemployment rate fell to 4.9 percent.
|Obama administration confirms sharp rise in health care premiums and fewer insurers to choose from|
Premiums will go up sharply next year under President Barack Obama's health care law, and many consumers will be down to just one insurer, the administration confirmed Monday.
|US adds 156,000 jobs as unemployment climbs to 5%|
Employers added 156,000 jobs last month and the unemployment rate, which has been stuck at 4.9 percent since the spring, ticked up slightly to 5 percent, the Labor Department said Friday.
|Wells Fargo's CEO forfeits $41 million in fight to keep his job|
Wells Fargo & Co. Chief Executive Officer John Stumpf, fighting to keep his job amid a national political furor, will forgo more than $41 million of stock and salary as the bank’s board investigates how employees opened legions of bogus accounts for customers.
|Federal Reserve keeps rates unchanged, signals one hike by year-end|
The U.S. Federal Reserve is expected to keep interest rates unchanged on Wednesday amid tepid inflation and recent weak economic data, but could signal an increased likelihood of a hike by the end of the year.
|US households’ income shows biggest jump since recession, no change in income inequality|
Fresh yearly data from the U.S. Census Bureau showed median, inflation-adjusted household income rose 5.2 percent to $56,516 in 2015, the highest level since $57,423 in 2007, when the recession began.
|EU says Apple must pay up to $14.5 billion in back taxes|
The European Union has ordered Apple to pay up to 13 billion euros ($14.5 billion) in back taxes and interest to Ireland after discovering Apple was receiving illegal tax benefits for over 11 years and had paid almost no taxes on its European profits.
|Bitcoin Drops Nearly 20% As Exchange Hack Amplifies Price Decline |
The price of the digital currency bitcoin fell sharply Tuesday as global market participants reacted to news that nearly $72 million worth of bitcoin was stolen from the exchange platform Bitfinex in Hong Kong.
|The Cost of a Beer: Then and Now|
Cracking open a cold one has always been a common symbol of friendship and relaxation. Some believe beer has certain health benefits, and it is the favorite alcoholic drink of our current president. In many ways it is a staple of American diet and culture.
|See How the Cost of a Movie Ticket Has Changed Over Time|
Along with baseball, going to the movies is a treasured national pastime. The silver screen has been a place for innovation, comfort and escape.
|How Much a Home Would Have Cost You In 1971|
Purchasing a home is a major financial decision that isn't made on a whim.
|Tesla claims there is no safety defect in its S or X models|
Tesla Motors Inc said on Friday that there was no safety defect in its Model X or Model S.
|Counties Where Medicare Spends the Most per Patient|
n the next few years, the number of people with Medicare is going to boom. All thanks to, you guessed it, the aging baby boomers.
|Oil prices hit 7-month high|
Crude oil prices ticked up to approximately $48 per barrel on Tuesday, the highest level in the past seven months.
|Apple invests $1 Billion in China's Uber rival|
On Thursday, Apple announced a $1 billion investment in Didi Chuxing Technology Co., Uber's largest ridesharing service rival in China. The investment is Apple's largest this year.
|Bank CD Rates - 45 Year Graph 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.|
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.|
|Get The Scoops Archive »|