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"Discipline is the bridge between goals and accomplishment." - Jim Rohn

PERFORMANCE. It's what mutual fund investing is all about. So to keep you abreast of how various types of equity funds are performing, which funds are leaders and laggards and how the largest funds are doing, that information is now just a click away.

Weekly Fund Performance by Investment Objective - This shows how the various categories of funds have performed through 8/16/18.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 8/9/18.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 8/9/18.
Mutual Fund Performances Averages - This shows how the various categories of funds have performed through 8/9/18.
2018 2nd Quarter Results - This shows how the various categories of funds performed through 6/30/18.
2018 2nd Quarter Fixed Income Results - This shows how the various categories of funds performed through 6/30/18.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—August 15, 2018
For the first week in four investors were net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $1.6 billion for Thomson Reuters Lipper’s fund-flows week ended August 15, 2018. However, fund investors continued to pad the coffers of taxable bond funds (+$798 million) and municipal bond funds (+$452 million), while being net redeemers of money market funds (-$2.2 billion) and equity funds (-$639 million). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Investors Embrace Fixed Income Funds During the Week
For the first week in four investors were net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $1.6 billion for Thomson Reuters Lipper’s fund-flows week ended August 15, 2018. However, fund investors continued to pad the coffers of taxable bond funds (+$798 million) and municipal bond funds (+$452 million), while being net redeemers of money market funds (-$2.2 billion) and equity funds (-$639 million).

Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—August 8, 2018
For the third consecutive week investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting $20.5 billion for Thomson Reuters Lipper’s fund-flows week ended August 8, 2018. But, despite continued strong corporate earnings and a fair nonfarm-payrolls report during the week, fund investors were net redeemers of equity funds (-$962 million), while they padded the coffers of money market funds (+$16.6 billion), taxable bond funds (+$4.2 billion net), and municipal bond funds (+$623 million net). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

U.S. Weekly FundFlows Insight Report: Trade-War Jitters Keep Equity Mutual Fund Investors at Bay During the Week
For the third consecutive week investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting $20.5 billion for Thomson Reuters Lipper’s fund-flows week ended August 8, 2018. But, despite continued strong corporate earnings and a fair nonfarm-payrolls report during the week, fund investors were net redeemers of equity funds (-$962 million), while they padded the coffers of money market funds (+$16.6 billion), taxable bond funds (+$4.2 billion net), and municipal bond funds (+$623 million net).



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POCKETBOOK: Week ending Aug.18, 2018
Minimum Wage - A minimum wage of 15 bucks an hour seems like a reasonable income base. It does, after all, translate to $600 a week provided one is working a 40-hr week and over $30,000 a year. Whether or not you’re a fan of that hourly rate, you might be surprised to learn how few people really do make minimum wage in the U.S. these days.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK: Week ending Aug.11, 2018
Grifter - Have to admit, I never really thought much about what a grifter was until I’d heard that Wilbur Ross, our United States Secretary of Commerce, was described as one. The 80-year old Jr., is supposed to be one of the richest members in Trump’s cabinet, who somehow didn’t divest all of his securities before accepting the position. As for how he accumulated all of his wealth, that Forbes estimates it to be around $700 million, all sorts of reasons swirl—including those resulting from the talents of a grifter.
(Source: allaboutfundsdotcom Blog)
Dian's Column Archive »



The Importance of End-of-Life Estate Planning
Jane Brown, a Wills and Estate attorney at Gunster in Palm Beach, FL talks about the importance of end-of-life estate planning along with common misperceptions and issues everyone needs to consider
Tim Harris on Today's Health Care Shortage
Tim Harris, FSA, MAAA and co-chairperson of the Society of Actuaries Committee on the Living to 100 Symposium, talks about today's healthcare shortage and America's shortage of doctor and nurses.
Retirement and Working Longer
Anna Rappaport, FSA, MAAA and president of Anna Rappaport Consulting, was one of the presenters at the Society of Actuaries "Living to 100" program held in Orlando earlier this year.
Video Archive »


TrumpBits #30:Help Wanted and a Trump Rent-a-House
It’s that time of year again. You know, the one where Donald Trump’s Mar-a-Lago begins advertising for seasonal help at his resort where H-2B via helpers are preferred. Trump, as do other Palm Beach hoteliers, have a penchant for hiring foreigners over U.S. citizens. Their reasoning: not enough help available for their seasonal and low paying jobs.
(Source: allaboutfundsdotcom Blog)
pbTrumpBits Archive »



Photo Gallery: Palm Beach County Women’s March
Thousands of women — and a few good men–showed up for the Palm Beach County Women’s March –Local Rally– at the Meyer Amphitheater in West Palm Beach.ImageImageImageImage
The Political Spectrum
People generally put their political stance on a spectrum spanning left to right. The terms “Left” and “Right” originated in France during the French Revolution.
US employers added solid 161,000 jobs in October
US employers added solid 161,000 jobs in October, unemployment rate fell to 4.9 percent.
Obama administration confirms sharp rise in health care premiums and fewer insurers to choose from
Premiums will go up sharply next year under President Barack Obama's health care law, and many consumers will be down to just one insurer, the administration confirmed Monday.
US adds 156,000 jobs as unemployment climbs to 5%
Employers added 156,000 jobs last month and the unemployment rate, which has been stuck at 4.9 percent since the spring, ticked up slightly to 5 percent, the Labor Department said Friday.
Wells Fargo's CEO forfeits $41 million in fight to keep his job
Wells Fargo & Co. Chief Executive Officer John Stumpf, fighting to keep his job amid a national political furor, will forgo more than $41 million of stock and salary as the bank’s board investigates how employees opened legions of bogus accounts for customers.
Federal Reserve keeps rates unchanged, signals one hike by year-end
The U.S. Federal Reserve is expected to keep interest rates unchanged on Wednesday amid tepid inflation and recent weak economic data, but could signal an increased likelihood of a hike by the end of the year.
US households’ income shows biggest jump since recession, no change in income inequality
Fresh yearly data from the U.S. Census Bureau showed median, inflation-adjusted household income rose 5.2 percent to $56,516 in 2015, the highest level since $57,423 in 2007, when the recession began.
EU says Apple must pay up to $14.5 billion in back taxes
The European Union has ordered Apple to pay up to 13 billion euros ($14.5 billion) in back taxes and interest to Ireland after discovering Apple was receiving illegal tax benefits for over 11 years and had paid almost no taxes on its European profits.
Bitcoin Drops Nearly 20% As Exchange Hack Amplifies Price Decline
The price of the digital currency bitcoin fell sharply Tuesday as global market participants reacted to news that nearly $72 million worth of bitcoin was stolen from the exchange platform Bitfinex in Hong Kong.
The Cost of a Beer: Then and Now
Cracking open a cold one has always been a common symbol of friendship and relaxation. Some believe beer has certain health benefits, and it is the favorite alcoholic drink of our current president. In many ways it is a staple of American diet and culture.
See How the Cost of a Movie Ticket Has Changed Over Time
Along with baseball, going to the movies is a treasured national pastime. The silver screen has been a place for innovation, comfort and escape.
How Much a Home Would Have Cost You In 1971
Purchasing a home is a major financial decision that isn't made on a whim.
Tesla claims there is no safety defect in its S or X models
Tesla Motors Inc said on Friday that there was no safety defect in its Model X or Model S.
Counties Where Medicare Spends the Most per Patient
n the next few years, the number of people with Medicare is going to boom. All thanks to, you guessed it, the aging baby boomers.
Oil prices hit 7-month high
Crude oil prices ticked up to approximately $48 per barrel on Tuesday, the highest level in the past seven months.
Apple invests $1 Billion in China's Uber rival
On Thursday, Apple announced a $1 billion investment in Didi Chuxing Technology Co., Uber's largest ridesharing service rival in China. The investment is Apple's largest this year.
Bank CD Rates - 45 Year Graph Average daily rate per month for the 6 month Bank CD is graphed.
Deficits forever. Stop freaking out: U.S. deficits are nothing new. Here's a graph that shows plenty.
Morningstar Chart: U.S. Market Recovery After Financial Crisis. Cumulative return of balanced portfolio after various events.
Want to become a millionaire? You can do it! Find out what it takes.
Start mutual fund investing with $500 or less! Find out how.
College Savings/529 plans: Learn the differences between them.
When Hawks Prey on Bulls: A chart from Ibbotson about the effects of war on the market.
Impact of Natural Disasters on the Market: Ibbotson has just put together a chart that illustrates the historical impact of natural disasters on the U.S. stock market.
Get The Scoops Archive »

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