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Is it Time to Welcome Inflation into Your Portfolio?

Is it Time to Welcome Inflation into Your Portfolio?

Posted 22 February 2011 | By Rich | Categories: Investment Management, Investment Strategy | No Comments

Rich Best Although investors and analysts continue to focus on the relentless climb of the stock market and proffering their two cents on its near term direction, the 800 pound gorilla in the room is starting to beat its chest and becoming more difficult to ignore. For the most part, the prospect of inflation has [...]

Are PIMCO’s Best Days Behind It?

Are PIMCO’s Best Days Behind It?

Posted 06 February 2011 | By Rich | Categories: Bond Funds, Industry Commentary, Investment Management, Mutual Funds | No Comments

As the stock market continues its two year surge and long bonds prices slump in response, the PIMCO Total Return Fund (PTTRX), which grew nearly 100% over the last ten years, appears to be receding into the background as investors jump into equity funds. Although it has recovered a portion of its 5% decline in [...]

Is It Over For Emerging Markets Funds?

Is It Over For Emerging Markets Funds?

Posted 31 January 2011 | By Rich | Categories: Emerging Markets Funds, Investment Strategy, Mutual Funds | No Comments

by Rich Best Emerging markets growth funds have turned in a stellar performance over the last two years and many analysts are forecasting continued growth albeit on a more selective basis. Across the board, emerging market economies have thrived as investment dollars searched for havens away from sagging western economies and they have taken every [...]

The Fallibility of Past Performance

The Fallibility of Past Performance

Posted 27 January 2011 | By Rich | Categories: Financial Planning, Investment Strategy, Mutual Funds | No Comments

by Rich Best After a rather tumultuous decade in which the overall performance of mutual funds is best described as anemic, we may be entering a period of redemption that could have investors smiling again. But the recent financial storm has left the waters somewhat murky, so, before jumping back into the water, investors should [...]

Will Equity Income Funds Finally Regain Respect?

Will Equity Income Funds Finally Regain Respect?

Posted 26 January 2011 | By Rich | Categories: Bond Funds, Growth Funds, Mutual Funds | No Comments

Amidst the sound of roaring stocks over the last few months, large cap equity income funds have remained somewhat muted, but they may garnering a closer look by skittish investors who may long for quality and stability in their portfolios .  The stock market may be ebbing higher but the swells are changing direction and [...]

Asset Allocation = Risk Allocation

Asset Allocation = Risk Allocation

Posted 20 January 2011 | By Rich | Categories: Asset Allocation, Financial Planning, Investment Strategy | No Comments

by Rich Best While the current stock market boom has some people rejoicing, at least in muted tones, it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally of 22% in six months is not likely to make people forget the carnage left [...]

Has the Sheen Come Off of Precious Metals Funds

Has the Sheen Come Off of Precious Metals Funds

Posted 17 January 2011 | By Rich | Categories: Gold Funds, Mutual Funds | No Comments

The recent drop in share prices of precious metal funds hasn’t yet muted the celebratory cheers of investors who rode the two-year rally to the top.  But many are reevaluating their positions in the face of the increasing volatility of precious metals and some are joining in on the profit-taking that seems to be gaining [...]

Want A Bite of Apple? Put Fidelity Contrafund on the Menu

Want A Bite of Apple? Put Fidelity Contrafund on the Menu

Posted 13 January 2011 | By Rich | Categories: Growth Funds, Investment Strategy, Mutual Funds | No Comments

All conventional wisdom points to a slow year for Apple’s growth and stock price.  After delivering a staggering return of nearly 150% to investors in 2009, it rewarded them again in 2010 with a more earthly 50% rise.  When Apple reached the unfathomable milestone, in 2010, of becoming the number two company based on market [...]

The Verdict on 2010 Mutual Fund Performance

The Verdict on 2010 Mutual Fund Performance

Posted 11 January 2011 | By Rich | Categories: Industry Commentary, Mutual Funds | No Comments

Equity mutual fund managers may have acquitted themselves with their performance in 2010, but only after a hung jury of investors deliberated until late in the year.   It wasn’t until then that there was any meaningful evidence of outperformance of the indexes for which the managers could make their case that 2010 was a breakthrough [...]