News and Announcements
Despite Clouds, Commission Recapture Keeps Allure
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Time to Concentrate on the Best?
When choosing a mutual fund, investors place significantly more importance on past returns than any other factor. Yet new research indicates that funds with average performance in the short term often are among the best performing stocks over the long term.    Read More
Even Stars Have Slumps
Report Reinforces Need for Patience
Some Funds Move Towards More Concentrated Portfolios
Winning Strategy for Betting on the Game? Ask the Bookie
Capital appreciation for equities and fixed income often overshadow income’s contribution to returns. Bill Raver discusses new research from the Brandes Institute that changes preconceptions and examines the significance of income based on 78 years of financial asset performance.    Read More
Over There? The Love-Hate Relationship of International Investing