by MSN Money staff | Nov 30, 2011 | Financial-Blogs
StockScouter, MSN Money’s stock-picking tool, identifies companies capable of outperforming the broader market in the weeks ahead.
by Anthony Mirhaydari, MSN Money | Nov 30, 2011 | Financial-Blogs
Yes, stocks just had a big up day. But growing debts and tighter budgets here at home and in Europe are leading us toward a new recession and a prolonged downturn. In fact, we may already be there.
by MyPlanIQ | Nov 30, 2011 | Asset-Allocation, Economy, ETFs, Headline, Inv, Investments, IRA, Markets, Personal-Finance, Portfolios, Retirement, Stocks
Robert Huebscher at AdvisorPerspectives.com summarized Bill Gross’s remarks at the opening session of the recent Schwab’s IMPACT conference in San Francisco. The PIMCO’s New Normal Minus paradigm is essentially “a 2%-minus type of real growth world, in...
by MyPlanIQ | Nov 30, 2011 | Asset-Allocation, ETFs, Headline, Investments, IRA, Portfolios, Stocks
In Momentum Over Multiple Cycles, Dorsey at Wright Money Management constructed the following chart that compares rolling 10 year returns of stock momentum strategy with the S&P 500 returns. It uses the momentum series on the website of Ken French at Dartmouth...
by Scott Burns | Nov 30, 2011 | Advisor-Articles, Asset-Allocation, Personal-Finance, Portfolios
Q. A recent piece by MarketWatch columnist Brett Arends,“The Stock Markets Big Lie Revealed”, indicated that private equity funds provided their well-heeled investors with higher returns than regular investors can achieve in the public stock market. Does this have any direct impact on regular investors? My husband and I are 59. He expects…
by Scott Burns | Nov 30, 2011 | Advisor-Articles, Asset-Allocation, Personal-Finance, Portfolios
Q. A recent piece by MarketWatch columnist Brett Arends,“The Stock Markets Big Lie Revealed”, indicated that private equity funds provided their well-heeled investors with higher returns than regular investors can achieve in the public stock market. Does this have any direct impact on regular investors? My husband and I are 59. He expects…
by Chuck Jaffe, MarketWatch | Nov 30, 2011 | Financial-Blogs
Bill Miller demonstrated great skill in beating the market for 15 consecutive years. But his story may end up being remembered as a cautionary tale.
by MyPlanIQ | Nov 29, 2011 | Asset-Allocation, ETFs, Headline, Investments, Portfolios, Stocks
Direxion Daily Financial Bull 3X (FAS) and Direxion Daily Financial Bear 3x (FAZ) are really meant for day traders. They are harmful to portfolio asset allocation building, let alone for a retirement account (such as an IRA). These two ETFs are trying to match 3x...
by MyPlanIQ | Nov 29, 2011 | Asset-Allocation, ETFs, Headline, Investments, IRA, Mutual-Funds, Portfolios, Stocks
Goldman Sachs Dynamic Allocation Fund A (GDAFX) is a tactical asset allocation fund that dynamically changes its allocation mix. Since this is a mutual fund, it only discloses its holdings every quarter. However, MyPlanIQ’s SmartMoneyIQ tool analyzes its price...
by MyPlanIQ | Nov 29, 2011 | Economy, Headline, Investments, Markets, Stocks
S&P/Case-Shiller U.S. National Home Price Index registered a small gain (0.1%) from the previous quarter, but was down 3.9% from the third quarter of 2010. Here is a chart that shows the relative performance of S&P 500 vs. Case-Shiller Composite-20 (20...
by Michael Brush, MSN Money | Nov 29, 2011 | Financial-Blogs
The trends of a struggling middle class and a happy high end will play out in retail stores over the holidays. So where should investors be spending their money?
by AARP - Health, Travel Deals, Baby Boomers, Election News, Over 50, Online Games, Retirement Plan | Nov 28, 2011 | Personal-Finance, Retirement
Many older consumers will receive high heating bills during the 2011-12 winter heating season. Consumers heating with fuel oil will be most affected.
by AARP - Health, Travel Deals, Baby Boomers, Election News, Over 50, Online Games, Retirement Plan | Nov 28, 2011 | Personal-Finance, Retirement
Many older consumers will receive high heating bills during the 2012 winter heating season. Consumers heating with fuel oil will be most affected.
by AARP - Health, Travel Deals, Baby Boomers, Election News, Over 50, Online Games, Retirement Plan | Nov 28, 2011 | Personal-Finance, Retirement
Many older consumers will receive high heating bills during the 2012 winter heating season. Consumers heating with fuel oil will be most affected.
by MyPlanIQ | Nov 28, 2011 | Asset-Allocation, Economy, ETFs, Headline, Investments, Markets, Mutual-Funds, Stocks
Hussman’s recent weekly commentary has the following chart that illustrates how corporate cash positions fare since post World War II. He further furnished this chart to show that corporate America is actually burdened by debts (though not at the peak...
by MyPlanIQ | Nov 28, 2011 | 401K, Headline, Mutual-Funds
A user questioned the following two funds Asset Class Symbol Name MyPlanIQ Fund Ranking LARGE VALUE INUTX RiverSource Dividend Opportunity A 96% LARGE VALUE RSDFX RiverSource Dividend Opportunity R5 78% The question is why the two almost ‘identical’ funds...
by MyPlanIQ | Nov 28, 2011 | Headline, Markets, Stocks
Here is the price comparison between S&P 500 price and Liv-ex Fine Wine 100 Index. It represents the price movement of 100 of the most sought-after fine wines for which there is a strong secondary market and is calculated monthly. This index can be used as an...
by AARP - Health, Travel Deals, Baby Boomers, Election News, Over 50, Online Games, Retirement Plan | Nov 27, 2011 | Personal-Finance, Retirement
Here’s how to protect yourself against extortion by fake DEA agents.
by MyPlanIQ | Nov 27, 2011 | College-Savings, Headline, Personal-Finance, Retirement
After Thanksgiving’s big turkey feast, many of us sent our kids back to school. Ever wonder why college tuition costs have been rising so much? We found this article Why tuition costs are rising by Reuters’ Felix Salmon informative on this subject. Here...
by MyPlanIQ | Nov 25, 2011 | Asset-Allocation, ETFs, Headline, Investments, Markets, Portfolios, Stocks
S&P Diversified Trends Indicator is a long-short strategy over financial, currency and commodity futures. MyPlanIQ maintains the strategy using ETFs: S and P Diversified Trend Indicators. The portfolio was mediocre in the last one and half year when stock markets...