investment strategies

The Difference Between Absolute and Relative Return

What is the difference between absolute and relative return? We often hear people talk about investment performance. You can consider the performance of your mutual fund in two basic ways: absolute and relative performance. One isn’t necessarily better than the other, but you must know when you should use one instead of the other. Absolute...
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What is a long-short mutual fund?

What is a long-short mutual fund? A traditional mutual fund is an open-ended investment vehicle that owns a basket of stocks or bonds that the adviser believes may be undervalued and will appreciate in value. Long-short mutual funds deviate from traditional long-only mutual funds by also shorting a basket of stocks that the adviser believes...
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What do different mutual fund classes mean?

What do different mutual fund classes mean? Many different types of mutual fund classes are available to choose from. Having so many stems from the broker’s compensation and a less sinister means of matching fees with an investor’s time horizons. The basic fund share classes are discussed below and also included is the one most...
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A Long Term Financial Plan Anchors us to a Solid Foundation

 2nd Quarter-2013 Review & Outlook    The second quarter of 2013 turned out to be relatively flat with stocks up about 2.9%, largely offset by a 2.3% decline in bonds. For the quarter, large-cap stocks rose about 3% while smaller company stocks fared slightly better. International stocks didn’t participate in the quarter and lost about 1%. ...
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The Times They are a-Changin’ | By: Ron Rogé

“Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone If your time to you Is worth savin’ Then you better start swimmin’ Or you’ll sink like a stone For the times they are a-changin’.” These lyrics, by...
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With Stocks Soaring, Is it safe to Return to the Market? | By: Ron Rogé

SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...
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2013 First Quarter Review

By: Ron and Steven Rogé It was a very good quarter for our portfolios. Investors brushed aside worries about Europe’s recession, China’s slowdown, and political stagnation to bid-up the price of stocks and high yield bonds. Having positions in stocks was well rewarded. The S&P 500 increased 11% while smaller company stocks returned 12%. We...
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2012 Annual Review and Outlook | By: Ron and Steven Rogé

January 23, 2013 In spite of all the volatility, 2012 turned out to be a very good year. If you were too pessimistic or too cautious, you missed a good market rally. If you are a long time reader of this report, you probably remember us stating time and again that markets climb a wall...
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What is the Fiscal Cliff? | By: Ron Rogé

November 30, 2012 “Don’t tax you, don’t tax me, tax the man behind the tree.”~Senator Russell Long ____________________________________________________________________________ Turn on the TV, Radio or surf the Internet for news and you will likely hear the pundits and politicians talking about The Fiscal Cliff and the urgency for our government to act before the end of...
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