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How Well Do You Know Your Target Date Fund

Target date funds are all the rage these days. According to Ibbotson Associates, as of the end of 2012, there is more than $485 billion invested in target date funds. But not all are created equal.

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  • May 22, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Mid-cap Value Style

    The Mid-cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 189 mutual funds in the Mid-cap Value style as of May 3, 2013....More
  • May 20, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Mid-cap Growth Style

    The Mid-cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 370 mutual funds in the Mid-cap Growth style as of May 2, 2013....More
  • May 20, 2013
    blog

    Buy Accenture plc (ACN): Profiting Off Others’ Innovations

    My favorite aspect of Accenture plc’s (ACN) business model is it profits from others’ innovations without having to incur the costs and pressures of innovation, itself....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Value Style

    The All-cap Value style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 271 mutual funds in the All-cap Value style as of May 2, 2013....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Growth Style

    The All-cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 466 mutual funds in the All-cap Growth style as of May 2, 2013....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Large-cap Growth Style

    The Large-cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 717 mutual funds in the Large-cap Growth style as of May 2, 2013....More
  • May 14, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Blend Style

    The All-cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 708 mutual funds in the All-cap Blend style as of May 1, 2013....More
  • May 14, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Large-cap Value Style

    The Large-cap Value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 41 ETFs and 772 mutual funds in the Large-cap Value style as of May 1, 2013....More
  • May 14, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Large-cap Blend Style

    The Large-cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 33 ETFs and 989 mutual funds in the Large-cap Blend style as of April 26, 2013....More
  • May 13, 2013
    blog

    Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

    This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings....More
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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May 22, 2013
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Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More
May 21, 2013
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Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More

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