Investors move money into and out of investments for a variety of reasons. Net fund flow is the amount of money entering a fund minus any money leaving in a … Read more →

The first half of 2020 has been a wild ride for stock investors. After a record-setting decline in terms of speed, the S&P 500 Index of large U.S. stocks has … Read more →

The turnover ratio of a mutual fund is the degree to which the stocks or other investments held by the fund get sold or purchased over a period of time, … Read more →

Whether this is your first bear market or your fifth (who’s counting?), it can be very stressful to watch your retirement plan balance drop like a rock in a week … Read more →

One of the regular data points that makes financial news headlines is the unemployment rate, that is, how many people lack jobs in the economy. But what is unemployment exactly? … Read more →

Financial news websites, television shows, newspapers and magazines promise their viewers and readers two key things that are supposed to help investors prosper: intelligence and access. The intelligence is data … Read more →

Tracking error is the gap between how a mutual fund, exchange-traded fund (ETF) or index fund performs compared to a benchmark index. When investors buy a fund they usually understand … Read more →

The stock market has taken a calamitous turn for the worse due to the shutdowns associated with the COVID-19 pandemic. By several measures it has been the fastest, most severe … Read more →

Every three months all of Wall Street seems to be frozen in place, awaiting the coming wave of corporate earnings. Stocks often stand still until the numbers come out, then … Read more →

The single most important question on most investor’s minds is a simple one: Will things get worse? The honest answer is that nobody knows. Yet how far the stock market … Read more →