10 Questions to Ask About a Fund Manager

Performance statistics are probably the single most scrutinized feature of any mutual fund. These figures are, of course, important indicators of how well a portfolio manager has performed in the past. As such, they can serve as useful flags of a possibly good manager or a possibly bad manager. But the question facing any prospective…

 

March Changes to SSR Portfolio

We have posted our monthly changes to the SSR tracking portfolio. For more information on this month’s deletion and addition, read the March SSR Monthly Report. February Market Recap The momentum of U.S. stocks that took hold in the aftermath of the November election continued onward in February. Through Friday’s close, the iShares DJ U.S. ETF…

 

The Three Pockets Approach to Investing

This article originally appeared in the May 2014 issue of the AAII Journal. The secret to investing successfully is no secret; many investors have heard it already. The problem is that too many investors still do not practice it. Simply put, if you invest over a period of time, properly diversify across a variety of asset classes…