Mutual Funds: Value Added or Value Destroyed?

A friend recently approached me because her employer was discontinuing one of its pension plans, and she wanted to know how her investments had performed and what she should do with her money.  I had no intentions of pitching her, but the more I described the pitfalls of mutual funds to her, we inadvertently discussed … Continue reading

Featured Post: Where Will Stocks Go Next? S&P 500 Earnings Yield vs. 10 Year US Treasury

Originally sent to clients on August 25, 2010 We are bullish on US stocks, and have been slowly increasing our allocation to stocks during the pullback started in May.  Our view is that while US and global growth may moderate, it is not turning outright negative.   Many economists and investors are predicting a “double-dip” … Continue reading

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