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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 3/7/19.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 3/7/19.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 3/7/19.
2018 4th Quarter Results - This shows how the various categories of funds performed through 12/31/18.
2018 4th Quarter Fixed Income Results - This shows how the various categories of funds performed through 12/31/18.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



LLipper Weekly U.S. Fund Flows Video Series – March 15, 2019
Lipper’s fund asset groups (including both mutual funds and ETFs) had net inflows of slightly less than $3.0 billion for the fund-flows trading week ended Wednesday, March 13. Fixed income funds led the net positive flows as taxable bond funds and municipal debt funds grew their coffers by $2.6 billion and $1.6 billion, respectively. Equity funds contributed $891 million to the total net inflows, while money market funds suffered net outflows of $2.2 billion. Pat Keon, a Lipper Senior Research Analyst, speaks to this week’s highlights in the video.

Lipper U.S. Weekly FundFlows Insight Report: Fixed Income Funds Drive Overall Net Inflows for the Week
Lipper’s fund asset groups (including both mutual funds and ETFs) had net inflows of slightly less than $3.0 billion for the fund-flows trading week ended Wednesday, March 13. Fixed income funds led the net positive flows as taxable bond funds and municipal debt funds grew their coffers by $2.6 billion and $1.6 billion, respectively. Equity funds contributed $891 million to the total net inflows, while money market funds suffered net outflows of $2.2 billion.

Lipper U.S. Weekly FundFlows Insight Report: Funds Post Net Inflows Paced by Money Market Funds
Lipper’s fund asset groups (including both mutual funds and ETFs) took in almost $20.3 billion in net new money for the fund-flows trading week ended Wednesday, March 6. Net inflows were driven by money market funds (+$28.0 billion), while municipal bond funds contributed $798 million to the total. Equity funds (-$7.0 billion) and taxable bond funds (-$1.5 billion) both saw money leave their coffers. The net negative flows for taxable bond funds broke a streak of eight consecutive weekly net inflows.

Lipper Weekly U.S. Fund Flows Video Series – February 27, 2019
Lipper’s fund asset groups (including both mutual funds and ETFs) took in more than $15.9 billion in net new money for the fund-flows trading week ended Wednesday, February 27. All four asset groups recorded net positive flows for the week, led by money market funds (+$7.6 billion), while taxable bond funds, equity funds, and municipal debt funds posted net inflows of $4.3 billion, $2.3 billion, and $1.7 billion, respectively. Pat Keon, Lipper Senior Research Analyst, speaks to the highlights in this week’s video.



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POCKETBOOK Week Ending March 15, 2019
Surveys say…. - J.D. Powers recently released data from two surveys and found, among other things, that boomers and pre-boomers have concerns about their financial well-being, and, aren’t really that keen on mobile communications such as online/web and phone apps.
(Source: allaboutfundsdotcom Blog)

POCKETBOOK Week Ending March 8, 2019
One old, fat ETF turns 20 - On March 10, 1999, Invesco introduced their hugely popular and successful QQQ ETF. Now, 20 years later, the QQQ is the sixth largest U.S. listed ETF, has $66.4 billion in assets under management and was the second most traded ETF in 2018. What’s it’s appeal? The QQQ tries to reflect the performance of the Nasdaq-100 Index, and we all know how hot Nasdaq stocks can be.
(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#31: A High Priced New Year’s Eve
I’m beginning to wonder if The Donald needs money. The Town of Palm Beach has approved some new docks for him to have installed at Mar-a-Lago so guests may arrive by water, that’s gonna be pricey unless someone else, like Mexico, is going to pay for it. Then again, he is getting a tax refund because it appears he overpaid some property taxes. But it’s the cost of attending his annual New Year’s Eve party that has both skyrocketed and has me wondering.
(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
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.
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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