WRAP Funds Report – January 2017
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – January 2017
Each month, we analyze nearly 2000 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our January 2017 Investment Fund Ranking Report here.
Read MoreTop Funds Report – January 2017
In the days since his inauguration, he has taken aim at a number of policies, including the formal withdrawal from the Trans-Pacific Partnership trade deal, and continues to talk about tearing up NAFTA. Other talk and actions have a very protectionist, “America First” tone, of which the markets, at least for now seem to approve. This month, I highlight some of the best and worst performers from 2016…
Read MoreDecember 2016 Portfolio Review
With most equity markets continuing to rally on the back of Trump’s surprising presidential victory, each of the portfolios finished the month in positive territory. Not surprisingly, the strongest showing came from our Balanced Growth and Growth Portfolios, which gained 0.4% on the month. The more conservative portfolios were still higher, with the Conservative Portfolio gaining 0.2%.
Read MoreSocially Responsible Investing Report – December 2016
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the December 2016...
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