PERFORMANCE. It's what mutual fund investing is all about. So to keep you
abreast of how various types of equity funds are performing, which funds are
leaders and laggards and how the largest funds are doing, that information is
now just a click away.
|Mutual fund performance data thankfully supplied to us by Lipper, Inc.|
|Lipper Weekly U.S. Fund Flows Video Series – August 27, 2014|
For the week ended August 27, 2014, fund investors injected a net $17.0 billion (excluding ETFs) into the conventional funds business. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.
|Lipper 2014 Q2 Equity Mutual Fund Performance Review WebEx Replay|
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.
|Happy Birthday to Warren Buffett and cheers to his money making prowess|
America's favorite and oh-so affable master of money-making, Warren Buffett, turns 84 on Saturday, August 30. I don't know what you'd give this seemingly happy-go-lucky billionaire other than" Happy Birthday" wishes along with a big "Thank You" for the riches he has afforded all investors - the lucky, the rich and the rest of us.
(From My Blog: Palm Beach Money)
|How about that hashtag|
The other day, a funny thing happened to me after shopping at Target. Like so many Target shoppers, I know the value of that company’s gift card. Primarily, it doesn’t come with strings or fees attached.
(From My Blog: Palm Beach Money)
|Succession planning key to keep business humming|
Walk down Worth Avenue and pop into its many vias, or along Royal Poinciana Way or County Road, and you'll pass dozens upon dozens of privately owned shops and not-so-small businesses.
(Special to the Daily News)
|A Decade of Decline: Middle-Tier Median Income Household Income Declines|
Take a look at this chart showing the decline of middle-tier household income and net worth over the past decade.
(Courtesy of Pew Research Center)
|Column Archive »|
|The Importance of End-of-Life Estate Planning|
Jane Brown, a Wills and Estate attorney at Gunster in Palm Beach, FL talks about the importance of end-of-life estate planning along with common misperceptions and issues everyone needs to consider
|Tim Harris on Today's Health Care Shortage|
Tim Harris, FSA, MAAA and co-chairperson of the Society of Actuaries Committee on the Living to 100 Symposium, talks about today's healthcare shortage and America's shortage of doctor and nurses.
|Retirement and Working Longer|
Anna Rappaport, FSA, MAAA and president of Anna Rappaport Consulting, was one of the presenters at the Society of Actuaries "Living to 100" program held in Orlando earlier this year.
|Video Archive »||
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