The Earnings Quality Indicator Used by ETFs

Look under the hood of exchange-traded funds (ETFs) incorporating a quality factor and you will often find accruals being used. An accrual is an accounting entry recorded at the time a transaction occurs, regardless of whether not payment has been made. Accrual accounting allows businesses to report their sales and earnings performance without being beholden…

 

Notes From the Morningstar Investment Conference

This week, Morningstar held its annual Investment Conference. Attended primarily by financial advisers, the conference is notable for both its size and its mutual fund focus (though there were sessions on other topics). This week, I’ll share some of my notes and observations. You’ll see a few articles resulting from meetings I had at the…

 

Planning for the Financial Impact of Alzheimer’s and Dementia

Though the impact of Alzheimer’s disease on families and friends from a lifestyle and emotional standpoint has been well-documented, little research has been done into the financial impact of caring for some afflicted by the disease. To determine the impact, the Alzheimer’s Association conducted a nationwide survey. The results are discussed in the association’s 2016…

 

16 Investing Resolutions for the New Year

This is the fifth consecutive year I’m publishing a list of New Year’s resolutions for investors. The list started in 2012 with just eight resolutions and has now officially doubled. Given the growing length of this list, I’m going to avoid discussing what the market looks like for next year. I did a post for…

 

MoneyLife Radio Buy of the Week: Bed Bath & Beyond Inc. (BBBY)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Bed Bath & Beyond Inc. (BBBY) is his “Buy of the Week” for November 24, 2015, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead…