Category Archives: Uncategorized

Market Perspective for March 27, 2017

Healthcare and consumer discretionary opened the week on a strong note, while the broader market pulled back in response to gridlock over proposed healthcare reform. Pharmaceuticals gained more than 1 percent on Monday as Celgene (CELG) and AstraZeneca (AZN) both … Continue reading »

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Mutual Fund & ETF Watchlist for March 22, 2017

The Nasdaq remains the strongest index this year. In contrast, small-caps are the weakest segment. The Russell 2000 Index has been underperforming since early December. While one-month Libor held steady this past week, three-month Libor climbed to 1.16 percent. The … Continue reading »

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Investor Guide to Vanguard Funds for March 2017

The March Issue of the Investor Guide to Vanguard Funds is NOW AVAILABLE! - Links to March Data Files have been posted below. Market Perspective: Improving Employment Figures to Benefit Stocks - Equities rallied over the past month, lifting year-to-date returns to near double digits. Rising rate ...more
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Global Momentum Guide for July 5, 2016

Click Here to view today's Global Momentum Guide - WEEKLY SECTOR MOMENTUM - The major indexes rallied back from the initial Brexit selling to finish the week with substantial gains. SPDR Biotech (XBI) gained 7.58 percent last week, exceeding its three-month return of 3.69 percent. ETFS Palladium...more
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Fund Spotlight: Vanguard High Dividend Yield Index (VYM)

In the wake of the commodities sell-off, yields on energy giants such as Chevron (CVX) and Exxon (XOM) have reached 5 percent and 3.7 percent, respectively. Income-oriented investors are no doubt tempted by those yields, but analysts are concerned about … Continue reading »

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April Data – Investor Guide to Vanguard Funds

Available for immediate download are the data spreadsheets for the March 2015 Investor Guide to Vanguard Funds.  Click here to download the Excel version. Click here to download a static PDF version.

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Special Report: The Best Fidelity Fund to Buy Before 2015

SPECIAL REPORT: The Best Fidelity Fund to Buy Before 2015 With the risk of higher interest rates becoming reality in 2015, investors looking for high income face a tough set of choices. Until now, holding long dated Treasury and investment … Continue reading »

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Model Portfolios for December 2014 – Investor Guide to Fidelity Funds

For your review are updated performance returns for each of the Model Portfolios. Fidelity Fund Models December 2014 In Excel Format Fidelity Fund Models December 2014 In PDF Format

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