For investors searching for stable, long-term returns, large-cap growth funds are a great place to look. Large-cap growth funds invest in the biggest companies in […]
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From Growth to Value…and Back Again
Investors earlier this year overweighted their portfolios into “reopening” cyclical stocks trading at bargain valuations, such as financials and energy plays, and away from pricey […]
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Grandma Should have Health Care And Staples heavy portfolio
In pre-deregulation days, Utility stocks were recommended for grandmas and widows. My recent article on the Utilities Select Sector SPDR ETF poked holes in that […]
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10 best-performing mutual funds in the last 5 years
While there are several investment options out there, mutual funds are one of the best and simplest avenues that offer sizable returns. It’s often said […]
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3 Ways to Protect Your Portfolio From a Stock Market Sell-Off
Investors have been faced with some volatile market swings recently, and there are risk factors on the horizon raising questions about what comes next. Market […]
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An Asset/Income Approach Suggests Attractive Return
This article suggests a valuation method based on book value and dividend to value well-established businesses as an asset plus income purchase. The method relies […]
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