July 24, 2016 - Stearns Financial Group
... Bespoke research notes that “In all the previous times when the S&P 500 has made a new alltime high, following at least 52 weeks below the old high water mark, the average return over the next 12 months has been 12.28% (median +12.30%) with an average pullback of 5.48% (median 2.73%).” Those who are ...
... Bespoke research notes that “In all the previous times when the S&P 500 has made a new alltime high, following at least 52 weeks below the old high water mark, the average return over the next 12 months has been 12.28% (median +12.30%) with an average pullback of 5.48% (median 2.73%).” Those who are ...
Identifying Opportunity. Navigating Risk.
... This past quarter would appear to have been a bit of a yawner if judged solely on price change in the equity markets. While bonds experienced an uptick in yields, the results were negative total returns across the different bond sectors with long dated bonds down -7.6%. Other areas hit hard by highe ...
... This past quarter would appear to have been a bit of a yawner if judged solely on price change in the equity markets. While bonds experienced an uptick in yields, the results were negative total returns across the different bond sectors with long dated bonds down -7.6%. Other areas hit hard by highe ...
HELIUM RISING STARS FUND SUCCESSFULLY LAUNCHED We
... accordance with the terms and conditions set forth in the prospectus pertaining to such funds if and when offered. While the information and data contained in this document has been obtained from sources deemed reliable, no representation is made as to its accuracy or completeness, and should not be ...
... accordance with the terms and conditions set forth in the prospectus pertaining to such funds if and when offered. While the information and data contained in this document has been obtained from sources deemed reliable, no representation is made as to its accuracy or completeness, and should not be ...
Media - Profile Financial Services
... It's a hard time to make a buck. You can't make a decent return sitting in cash anymore; bonds are delivering historically low rewards – with government bonds in much of the world generating a negative yield for the first time in living memory – and the outlook for stocks is uncertain. But diversify ...
... It's a hard time to make a buck. You can't make a decent return sitting in cash anymore; bonds are delivering historically low rewards – with government bonds in much of the world generating a negative yield for the first time in living memory – and the outlook for stocks is uncertain. But diversify ...
US Fed finally raises rates and sends bond prices down
... Federal Reserve. The Fed raised US interest rates in December by 0.25%, for only the second time in nearly a decade. However, it also indicated that it cannot—as the phrase goes— “Eat Just One” and predicted at least three more hikes in 2017. While the fixed income securities within the fund’s portf ...
... Federal Reserve. The Fed raised US interest rates in December by 0.25%, for only the second time in nearly a decade. However, it also indicated that it cannot—as the phrase goes— “Eat Just One” and predicted at least three more hikes in 2017. While the fixed income securities within the fund’s portf ...
Super fund mergers could cross sectors
... In part this is due to concerns around benefits to members, the impact of capital gains taxation on the investment portfolio and compatibility of administration systems. In part it is also due to political concerns by the stakeholders involved in the running of the smaller industry funds, including ...
... In part this is due to concerns around benefits to members, the impact of capital gains taxation on the investment portfolio and compatibility of administration systems. In part it is also due to political concerns by the stakeholders involved in the running of the smaller industry funds, including ...
power consistency - Voya Investment Management
... fluctuate in the interim. Generally, when interest rates rise, bond prices fall. Bonds with longer maturities tend to be more sensitive to changes in interest rates. International: In addition to the general risks of investing in equities and fixed income securities, investing in foreign securities ...
... fluctuate in the interim. Generally, when interest rates rise, bond prices fall. Bonds with longer maturities tend to be more sensitive to changes in interest rates. International: In addition to the general risks of investing in equities and fixed income securities, investing in foreign securities ...
TA Aegon US Government Securities
... Alpha is a coefficient measuring the portion of a fund’s return arising from specific (non-market) risk. Beta illustrates a fund’s sensitivity to price movements in relation to a benchmark index. R-Squared is a statistical measure that represents the percentage of a fund’s movements that can be expl ...
... Alpha is a coefficient measuring the portion of a fund’s return arising from specific (non-market) risk. Beta illustrates a fund’s sensitivity to price movements in relation to a benchmark index. R-Squared is a statistical measure that represents the percentage of a fund’s movements that can be expl ...
How the Market Works… and What It Means for Your Portfolio
... The market is considered “efficient” – not perfect, but sufficiently efficient that wise investors will recognize they cannot expect to regularly exploit mispricings Everything currently knowable is already incorporated into prices - stock prices move only in response to new information unexpect ...
... The market is considered “efficient” – not perfect, but sufficiently efficient that wise investors will recognize they cannot expect to regularly exploit mispricings Everything currently knowable is already incorporated into prices - stock prices move only in response to new information unexpect ...
In Support of Federal Legislation to Protect American Investors
... WHEREAS, the confidence of investors in the U.S. mutual fund industry is critical for the continuation of a stable economy; and WHEREAS, more than 95 million Americans own mutual funds, which have become the primary investment vehicle for both individual and institutional investors; and WHEREAS, rec ...
... WHEREAS, the confidence of investors in the U.S. mutual fund industry is critical for the continuation of a stable economy; and WHEREAS, more than 95 million Americans own mutual funds, which have become the primary investment vehicle for both individual and institutional investors; and WHEREAS, rec ...
AC ALTERNATIVES® Equity Market Neutral
... Alternative mutual funds often hold a variety of non-traditional investments, and also often employ more complex trading strategies than traditional mutual funds. Each of these different alternative asset classes and investment strategies have unique risks making them more suitable for investors wit ...
... Alternative mutual funds often hold a variety of non-traditional investments, and also often employ more complex trading strategies than traditional mutual funds. Each of these different alternative asset classes and investment strategies have unique risks making them more suitable for investors wit ...
Short-Term Income Fund - Investor Fact Sheet
... The fund is not a “money market” mutual fund. Some money market mutual funds attempt to maintain a stable net asset value through compliance with relevant Securities and Exchange Commission (SEC) rules. The fund is not governed by those rules, and its shares will fluctuate in value. Definitions The ...
... The fund is not a “money market” mutual fund. Some money market mutual funds attempt to maintain a stable net asset value through compliance with relevant Securities and Exchange Commission (SEC) rules. The fund is not governed by those rules, and its shares will fluctuate in value. Definitions The ...
Market Volatility: a Friend of Active Management?
... always rational. Therefore, our investment philosophy is predicated on the belief that the markets are not always efficient, and there are opportunities for skilled managers to capitalise on resulting inefficiencies. One of the main arguments for passive investing is that it’s cheaper (management fe ...
... always rational. Therefore, our investment philosophy is predicated on the belief that the markets are not always efficient, and there are opportunities for skilled managers to capitalise on resulting inefficiencies. One of the main arguments for passive investing is that it’s cheaper (management fe ...
Georgia State University Policy 5.10.06 Endowment Funds
... Full Policy Text Endowment funds may be invested in cash and cash equivalents, U.S. Government and Agency securities, certificates of deposit, banker's acceptances, corporate bonds, commercial paper, common stocks, and pooled investment funds. Endowment funds may be invested in the Total Return Fund ...
... Full Policy Text Endowment funds may be invested in cash and cash equivalents, U.S. Government and Agency securities, certificates of deposit, banker's acceptances, corporate bonds, commercial paper, common stocks, and pooled investment funds. Endowment funds may be invested in the Total Return Fund ...
Funds that seek to make money in rising and falling markets
... SEC regulations limit hedge funds to 99 investors, and at least 65 of them must be accredited ($1 million net worth). Therefore, hedge funds were out of reach for average investors. Now though, mutual funds companies have registered hedge funds that invest in unregistered, private hedge funds. These ...
... SEC regulations limit hedge funds to 99 investors, and at least 65 of them must be accredited ($1 million net worth). Therefore, hedge funds were out of reach for average investors. Now though, mutual funds companies have registered hedge funds that invest in unregistered, private hedge funds. These ...
Click here to read the full report.
... well. One of those areas that can continue to propel GDP growth is housing. Although housing has not been overly strong for the year, as shown below in Exhibit 5, housing starts are well below their historical average while housing remains very affordable from a historical perspective. These factors ...
... well. One of those areas that can continue to propel GDP growth is housing. Although housing has not been overly strong for the year, as shown below in Exhibit 5, housing starts are well below their historical average while housing remains very affordable from a historical perspective. These factors ...
Nedgroup Investments Positive Return Fund
... 15:00. Instructions must reach us before 14:00 (11:00 for Nedgroup Money Market Fund) to ensure same day ...
... 15:00. Instructions must reach us before 14:00 (11:00 for Nedgroup Money Market Fund) to ensure same day ...
CI Signature Canadian Balanced Fund
... The fund is managed by Signature Global Advisors, member of CI Investments Inc. ...
... The fund is managed by Signature Global Advisors, member of CI Investments Inc. ...
Oppenheimer Developing Markets Fund - Vanguard
... market as a whole. Smaller, less-seasoned companies may be subject to increased liquidity risk compared with mid- and large-cap companies and may experience greater price volatility than do those securities because of limited product lines, management experience, market share, or financial resources ...
... market as a whole. Smaller, less-seasoned companies may be subject to increased liquidity risk compared with mid- and large-cap companies and may experience greater price volatility than do those securities because of limited product lines, management experience, market share, or financial resources ...
Market Commentary July 5, 2011
... please email Danyelle Babson at [email protected] with their name and email address and we’ll ask for their permission to be added. Securities and investment advisory services offered exclusively through Raymond James, Member FINRA/SIPC * This newsletter was prepared by Peak Advisor Allianc ...
... please email Danyelle Babson at [email protected] with their name and email address and we’ll ask for their permission to be added. Securities and investment advisory services offered exclusively through Raymond James, Member FINRA/SIPC * This newsletter was prepared by Peak Advisor Allianc ...
Weekly Commentary 01-20-14 PAA
... Last week, economists at the World Bank released their latest growth forecast which projects global economies will expand by 3.2 percent this year. That’s an improvement over last year’s growth rate of 2.4 percent. Developing nations are expected to grow faster than high income countries. The Global ...
... Last week, economists at the World Bank released their latest growth forecast which projects global economies will expand by 3.2 percent this year. That’s an improvement over last year’s growth rate of 2.4 percent. Developing nations are expected to grow faster than high income countries. The Global ...
September 23, 2016
... of Realtors. The figure is +0.8% higher than a year ago. Economists had forecasted a 5.48 million pace. The Northeast was the only region to see gains. The median sale price for a previously-owned home is now $240,000, +5.1% higher than in August 2015. First time homebuyers made up 31% of the preown ...
... of Realtors. The figure is +0.8% higher than a year ago. Economists had forecasted a 5.48 million pace. The Northeast was the only region to see gains. The median sale price for a previously-owned home is now $240,000, +5.1% higher than in August 2015. First time homebuyers made up 31% of the preown ...
Mutual Funds - Monetta Funds
... has introduced innovative products such as iMacs, iPods, Macintosh, QuickTime, etc. ...
... has introduced innovative products such as iMacs, iPods, Macintosh, QuickTime, etc. ...