Insights & News

  • April 28, 2016

    What is the VIX?

    As FDR famously proclaimed: “The only thing we have to fear is fear itself”. The VIX is a market-traded measure of the anticipated volatility of the stock market as indicated by the S&P 500...

  • April 7, 2016

    ‘Customers First’ is the Byword in New Regulations to Protect Investors

    New regulations requiring financial advisors and brokers handling IRA and 401K accounts to act in the best interests of their clients were released on April 5 by the Department of Labor. Prior to the new...

  • March 15, 2016

    Closed-End Fund Discounts

    Closed-End Funds (CEFs) tend to trade at market prices that are discounted (less than) the net asset value of the shares. In some cases, a portion of these discounts reflects underpricing due to market...

  • March 10, 2016

    Closed-End Funds

    Closed End Funds (CEFs) are quite similar to ETFs except that they generally lack the provisions that drive the market prices of the closed end funds towards their net asset values. The funds are...

  • March 8, 2016

    Exchange Traded Funds

    Exchange Traded Funds (ETFs) are an increasingly important type of mutual fund that differs in important ways from their better-known cousins: open end funds. Most investors purchase and sell ETFs on secondary markets such...

  • March 3, 2016

    Manager Named Top Alternative Asset Manager

    Each year, Morningstar recognizes the top fund managers in the following categories: Domestic Stocks, International Stocks, Fixed-Income, Allocation, and Alternative. For 2015, James Troyer, Michael Roach, and James Stetler of the Vanguard Market Neutral Fund (VMNIX)...

  • March 3, 2016

    Open-End Mutual Funds

    Open-end mutual funds are the most well-known type of mutual fund and are offered by many investment companies such as Vanguard, Fidelity, and T. Rowe Price. Investors purchase shares in open-end mutual funds directly...

  • March 1, 2016

    Mutual Fund Net Asset Values

    The net asset value of a mutual fund is an important measure of the fund’s value to its shareholders. The net asset value may be viewed as a measure of how much each share...

  • February 11, 2016

    Falling Oil Prices are not a Domestic Economic Disaster

    The financial media are full of lamentations that the low price of oil is devastating the world economy in general and the US stock market in particular. This is strange given that in 1980...

  • February 11, 2016

    When are tax-advantaged investments most appropriate?

    The primary factors that make tax-advantaged investments preferable to an investor are: The investor is in a high-income tax bracket, The investor expects to remain in a high tax bracket for at least several...



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