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Keyword: mutualfunds

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  • How to Beat the Traditional S&S 500 Index [Most Mutual Fund Managers Don't]

    12/06/2014 10:56:15 AM PST · by SeekAndFind · 5 replies
    Townhall ^ | 12/05/2014 | Nicholas Vardy
    John Bogle has been a thorn in the side of active stock pickers ever since the 1970s.As an evangelist of index fund investing, Bogle has been preaching for decades that on average, stock pickers can’t outperform the market over the long term.What’s most annoying is that — unlike most investment gurus — he’s been consistently right.Over the past 25 years, only 38.6% of active funds have outperformed the broader S&P 500 on an annual basis.And good luck with finding the fund that outperforms the S&P 500, year after year, over that time period, and in advance.Active stock pickers’ consistent underperformance...
  • Caveat, investor: Now feds want a bite of your mutual fund

    10/02/2014 5:59:33 PM PDT · by TurboZamboni · 16 replies
    The Citizen ^ | 9-4-14 | Paul S. Atkins
    To oversee this process, Dodd-Frank created the Financial Stability Oversight Council (FSOC), made up of the heads of the financial services regulatory agencies. The council claims very broad power to designate certain activities (like asset management) or companies and products (including mutual funds) as systemically important and subject them to Federal Reserve bank-style regulation, including leverage and capital requirements. And the council is doing just that first with banks, then insurance companies and now, potentially, mutual funds. President Obamas independent insurance expert on the council issued a blistering dissent when it designated Prudential the nations second-largest life insurer...
  • Financial Advice - Vanity

    01/31/2014 8:58:25 PM PST · by Rural_Michigan · 48 replies
    I spend a lot of time browsing FR, and have noticed a lot of FReepers have a lot of knowledge/opinions pertaining to finances. There also appears to be a good number of Freepers who are about retirement age with a good conservative viewpoint. Taking into consideration current events and the steady devaluation of the dollar, my question to the experienced Freepers out there is this: Let's say you're 25, are debt free, make no car payments, earn O-2 pay and are unmarried. You don't have any retirement accounts but are apprehensive of starting an IRA or contributing to a Thrift...
  • Political intelligence firms set up investor meetings at White House

    05/27/2013 1:58:49 AM PDT · by Brad from Tennessee · 12 replies
    Washington Post ^ | May 26, 2013 | By TOM HAMBURGER
    Wall Street investors hungry for advance information on upcoming federal health-care decisions repeatedly held private discussions with Obama administration officials, including a top White House adviser helping to implement the Affordable Care Act. The private conversations show that the increasingly urgent race to acquirepolitical intelligence goes beyond the communications with congressional staffers that have become the focus of heightened scrutiny in recent weeks. White House records show that Elizabeth Fowler, then a top health-policy adviser to President Obama, met with executives from half a dozen investment firms in 2011 and 2012. Among them was Kris Jenner, a stock picker with...
  • Rahm Emanuel Writes to Mutual Funds Urging them to Blacklist Gun Companies

    02/01/2013 10:00:14 AM PST · by SeekAndFind · 31 replies
    Pajamas Media ^ | 02/01/2013 | Bryan Preston
    Rahm Emanuel Writes to Mutual Funds Urging them to Blacklist Gun CompaniesPosted By Bryan Preston On January 30, 2013 @ 11:29 am In Politics | 33 Comments The tyrant of Chicago is at it again. Mayor Rahm Emanuel is now pushing mutual funds to divest and blacklist gun manufacturers for the crime of opposing the Obama regime’s gun-control efforts.Emanuel’s statement on his assault on the First and Second Amendments: “Just like the banks and pension funds, I believe that these Mutual Funds can exert an enormous amount of influence by taking a stand against gun manufacturers that continue to refuse...
  • ETFs Or Mutual Funds For Your IRA?

    01/07/2013 11:01:24 AM PST · by Ernest_at_the_Beach · 5 replies
    investopedia.com ^ | July 19, 2012 | Tim Parker
    Isn't freedom great? If you've held a company-sponsored 401(k) or 403(b), you know that your company gave you a false sense of freedom. They said that you were "free" to pick from any one of the handful of mutual funds that they picked for you. Picking from their choices doesn't seem like much freedom, but maybe you took the extra step and opened an IRA. Now that's freedom. With IRAs opened outside of your company, you have the choice of just about any investment option on the market. Ninety-four billion dollars is invested in self-directed IRA accounts, where many...
  • Dave Says Knock Out that Hospital Bill

    01/01/2013 8:04:29 AM PST · by Kaslin · 22 replies
    Townhall.com ^ | January 1, 2013 | Dave Ramsey
    Dear Dave, My wife and I are 70, and we have $950,000 in annuities in the market, plus $68,000 in our emergency fund. The only debt we have is our mortgage. Im considering converting our stocks to a money market account to lower the risk. What do you think?HowardDear Howard,There are two sides to this. One is the asset allocation method, where as you grow older you move away from equities like mutual funds toward safer, more conservative investments like money markets, bonds and certificates of deposit. This is standard financial planning theory.I disagree with that theory, and heres why....
  • Anxious investors day trading with retirement accounts

    07/12/2012 6:35:45 AM PDT · by george76 · 10 replies
    Los Angeles Times ^ | July 09, 2012 | Walter Hamilton
    Baby boomers and others worried about the lack of money in their 401(k)s and IRAs are day trading within their retirement accounts. Americans worried about running out of money in their golden years are trying a new investment strategy: day trading their retirement funds. Disillusioned with the conventional buy-and-hold approach, baby boomers are anxious to improve their retirement prospects after two punishing bear markets in the last decade. Some people are trading the mutual funds in their 401(k) plans more frequently. Others are venturing into options. And some aggressive investors have begun day trading their nest eggs all in...
  • 29 Consecutive Equity Mutual Fund Outflows

    11/24/2010 12:37:20 PM PST · by The Comedian · 26 replies · 1+ views
    zerohedge.com ^ | 11/24/2010 | Tyler Durden
    Any minute now, any minute, we promise, investors will regain all their confidence in this non-charade of a market which reflects all the fundamental realities of the economy. Just not yet: last week saw the 29th consecutive outflow from domestic mutual fund flows, which incidentally surged to $2.8 billion from the $677 million outflow the week prior. Sarcasm aside, nobody except for CNBC's Fast Money is putting money in the market. Well, so are the Primary Dealers, and to an extend the Hedge Funds. Although now that the letter no longer have access to pervasive insider info courtesy of expert...
  • Vanguard Ends Fidelity's Two Decade Reign as Largest Fund Family (by Assets)

    09/30/2010 7:14:42 AM PDT · by WebFocus · 2 replies
    The go go days of the 1990s was the heyday for growth oriented stock picking fund families like Fidelity. Their star manager system - led by legendary Peter Lynch - and huge funds (Lynch's Fidelity Magellan was once the largest in the country) made them the most prominent fund family in America. But the past decade has not been so kind as "close your eyes, throw a dart, long only is the way to go, and stocks just go up almost every year in a magical way" investing of 1983 to 1999 came to abrupt end in 2000. [Feb 5,...
  • Investor Fund Flows Have Never Been This Bearish Since Lehman Collapsed

    06/06/2010 8:42:37 AM PDT · by blam · 12 replies · 530+ views
    The Business Insider ^ | 6-6-2010 | Vincent Fernando, CFA
    Investor Fund Flows Have Never Been This Bearish Since Lehman Collapsed Vincent Fernando, CFA Jun. 6, 2010, 8:45 AM It's a bit of a surprise that stocks didn't fall further. The last four weeks were actually the worst 1-month outflows since Lehman collapsed in 2008, as shown below in red: From a fund flow perspective, investors in mutual funds have now pulled money out of U.S. stocks during 2008, 2009, and now year-to-date in 2010. To us this should be read as a substantial contrarian indicator. The investor panic was enormous during the last four weeks, and on a multi-year...
  • USAA CEO ROBLES: Please Contact Your U.S. Senator Today

    04/22/2010 6:50:43 PM PDT · by GOP Jedi · 37 replies · 1,361+ views
    USAA ^ | April 22, 2010 | Josue Robles Jr
    Rarely in our 87-year history have we turned to USAA members to weigh in with elected representatives on an issue of great importance. But, we are now. The U.S. Senate currently is considering legislation (S.3217) that would impose new rules on the nation's financial services industry, including USAA. As the leading provider of financial services to America's military community, USAA supports financial services reform. However, the current Senate bill would disproportionally impact USAA because we are a unique and fully integrated association. USAA is not like the banks and other companies that helped bring down our economy, and we never...
  • Angry Schwab bond-fund customers win in court

    04/11/2010 7:17:36 AM PDT · by george76 · 4 replies · 560+ views
    cnn ^ | April 10, 2010 | Lisa Gibbs
    Charles Schwab lost a big court decision last week in a case that has significance for investors in mutual funds. A federal judge ruled that Schwab violated the law when its YieldPlus (SWYSX) ultra-short bond fund failed to get shareholder approval before loading up on mortgage-backed securities. When the market for those securities collapsed, the fund lost 36% a nasty surprise for investors who believed that YieldPlus was a safe alternative to cash. Left to decide is the amount of damages the investors should receive; lawyers say California investors alone lost about $170 million, the rest about $800 million....
  • Many Mutual Funds Are Up 50% in '09 But Beware

    12/07/2009 7:03:44 AM PST · by SeekAndFind · 7 replies · 490+ views
    TIME ^ | 12/6/2009 | Janet Morrissey
    It's been a great year for many mutual fund investors. Standard & Poor's Equity Research reports that 165 equity mutual funds are up at least 47% through Oct. 31, or at least double the return of the S&P 500. While investors in those funds should feel euphoric, S&P is quick to issue a warning to investors who might fall victim to those seductive returns. The S&P report, issued Friday, indicates that many of the best-performing funds relied on short-term strategies and paid little attention to the underlying fundamentals of the stocks in their portfolios, which could lead to a performance...
  • US no longer insures your money-market fund, but thats good news

    09/27/2009 10:10:27 AM PDT · by STARWISE · 40 replies · 2,167+ views
    Christian Science Monitor ^ | 9-19-09 | Mark Trumbull
    US no longer insures your money-market fund, but thats good news Withdrawing federal insurance is part of a broader exit strategy from the government's emergency supports for the economy, expected to gather steam this year. ### Savers take note: Your money-market fund is no longer insured by the US Treasury. These mutual funds, which earn interest for millions of Americans in brokerage or 401(k) accounts, rarely run into financial trouble. Almost always, they are able to maintain a reliable value of $1 per share. Almost is the key word, though. Last year, one of the original money-market funds, the Reserve...
  • Father of money market funds charged with fraud

    05/05/2009 4:40:22 PM PDT · by FromLori · 11 replies · 581+ views
    NEW YORK/WASHINGTON (Reuters) - The father of the money market mutual fund -- investor Bruce Bent -- was charged with fraud by U.S. regulators on Tuesday over accusations he deceived investors into believing his flagship fund was safe before it "broke the buck" last year. The civil charges against the veteran money manager, his son and their investment company come eight months after the Reserve Primary Fund, loaded with Lehman Brothers debt, halted redemptions after the investment bank declared bankruptcy, sparking a run on money-market funds. The fund's net asset value fell below $1 after Lehman's bankruptcy last September, meaning...
  • Mutual funds are hazardous to your wealth

    02/16/2009 7:17:04 AM PST · by george76 · 94 replies · 2,179+ views
    MarketWatch ^ | Feb. 15, 2009 | Doug Fabian
    Most investors sustained serious damage to their wealth last year -- damage that, in many cases, will be difficult to recover from. Certainly Wall Street titans, reckless lenders and irresponsible home buyers all deserve their share of the blame. But one part of the financial world has not received much scrutiny for its role in the evaporation of investor wealth, and that is the mutual fund industry. Sadly, a gullible public has bought into the idea that steady investments in mutual funds, regardless of market conditions, is the way to make their financial dreams come true. This is one of...
  • NY Times Sees Old Church vs. New Church

    12/19/2008 9:44:31 AM PST · by NYer · 6 replies · 558+ views
    CMR ^ | September 19, 2008 | matthew archbold
    The New York Times is criticizing Ave Maria Mutual Funds, whose Web site promises “smart investing and Catholic values.” Now, I'm not getting into the merits of the company which I don't know. I don't have the money to do much investing anyway. But the Times Editorial Staff used a little story about Ave Maria as a jumping off point to make a political point about the Church. Ave Maria says it is designed for people who want to put their money “in companies that do not violate core teachings of the Catholic Church.” It says it screens companies using...
  • Fidelity to cut nearly 1,300 jobs

    11/06/2008 11:43:55 AM PST · by NRG1973 · 8 replies · 887+ views
    Associated Press via Yahoo ^ | November 6, 2008 | MARK JEWELL
    Fidelity Investments is cutting nearly 1,300 jobs this month and the mutual fund company says more layoffs are coming early next year. Boston-based Fidelity said Thursday it will lay off about 2.9 percent of its more than 44,000-employee work force later this month. The company isn't specifying which of its far-flung locations will be affected. A second rounds of layoffs is planned in the first three months of next year. Fidelity says the number of those cuts will be determined in coming weeks. Fidelity says the cuts are a response to global economic conditions, and unsettled financial markets.
  • T. Boone Pickens' Crystal Ball

    06/15/2008 6:23:43 AM PDT · by kellynla · 30 replies · 137+ views
    money.cnn.com ^ | T. Boone Pickens
    The Texas oil man discusses the oil-futures market investigation, Yahoo, the presidential election and his wind investments.