Tag Archive for: mutual fund beta

4 Customer Service Must-Haves For Investors

So, we’ve all been in these places… It’s the quirky restaurant that every city seems to have, and the service isn’t very good- but all the diners think it’s part of the charm. They’re willing to put up with it, so they can feel like they’re “in on the joke”. They’re typically a tourist destination, […]

What Presidential Primaries Teach Us About High-Dividend Stocks

The New Hampshire primary results are in. Some candidates have dropped out, and supporters are scrambling to find a winner. The same thing is true with investors. As of Feb. 11th, the Standard and Poor’s index of 500 stocks is down 10.51% for the year. What about bonds? Well, here are some current yields for […]

How To End Poor Decision Making During Market Volatility

No one knows enough to be a pessimist. I love this line. It’s from Wayne Dyer, the speaker and author who recently passed away. Here’s another one I like: If you change the way you look at things, the things you look at change. These two quotes apply to investing decisions in today’s volatile markets. […]

What Oil Price Swings Can Teach Us About Investment Sectors

Investors have seen almost historic price swings in the markets. As of January 13, 2016, the Standard and Poor’s (S&P) 500 index is down over 7.5% for the year. One big impact on the market is the decline in the price of oil. Oil prices have declined by more than 60 percent since June of […]

What A Politician’s Autobiography Can Teach Us About Investing

Many politicians use an autobiography as a way to market themselves and advance their political careers. It’s a familiar strategy: Governor Smith writes an autobiography. The Governor promotes the book on radio and TV talk shows, in magazines and podcasts. He hits the road for book signings. Governor Smith gets exposure for his next politician […]

Warning: Do You Know Your Mutual Fund’s Beta?

The volatility you see in the stock market is historic. On a percentage basis, investors are seeing huge daily swings in the price of stocks and stock indexes. Watching is volatility can be unnerving. If you know one important statistic, however, you can assess the volatility of your mutual fund investments. More great content on personal […]