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We are currently in the heart of fourth-quarter earnings season. The release of results is clustered in the mornings and afternoons, particularly between Tuesdays and Thursdays. Depending on what’s in your portfolio, it can be tough to keep up with all of the news. For instance,...

Trying to put the Dow Jones industrial average’s rise above 20,000 into context is not easy. In the grand scheme of things, 20,000 is no more significant than, say, the first time the index crossed above 19,600 or any other random number. It just feels important and has been...

Save the Date! Our 2017 Investor Conference will be held at Loews Royal Pacific Resort in Orlando, Florida, from November 3 through November 5. More information will be coming soon. If one were to create a list of good advice for life, I would suggest including a simple rule:...

Three new exchange-traded funds began trading today: Davis Select U.S. Equity (DUSA), Davis Select Financial (DFNL) and Davis Select Worldwide (DWLD). Normally such an event is not particularly noteworthy from our viewpoint. The launches of these funds are, however. They are...

One of the most common questions many of us in the investment community are asked can be paraphrased as “is now a good time to invest in stocks?” The answer to this question consists of two parts. The first is a clarifying question: “When will you need the money?” The...

Long-term readers know that I like to share my list of investing resolutions at the start each year. The list started in 2012 and has grown since. This year, I’ve added one additional resolution about protecting yourself when managing your finances online and on your computer. If...

All of the hoopla being given to the Dow Jones industrial average reaching 20,000 shows how bad we humans are at analyzing numbers. We’re drawn to the number, because it is recognizable and easy to remember. It also looks big compared to previous milestones such as 5,000 or...

There are two questions investors may have following yesterday’s rate hike. The first is: What happens next? The second is: What do I do now? The short answers are: Don’t put too much faith into the forecasts and enjoy the marginally higher level of interest income, but don’t...

This is the time of year when mutual funds make their annual distributions. The distributions, in this case, involve capital gains and ordinary income. They are the profits realized by the funds, most commonly through the sale of their portfolio’s holdings. To the extent that...

Support for the concept of the post-election (“Trump”) rally borrowing gains from 2017 can be found in our Sentiment Survey. Optimism was both unusually low (a bullish sign) and unusually high (a bearish sign) in recent weeks. Though seemingly contradictory, the two...