Loomis Sayles is focused on succession planning for lead bond manager and vice chairman Dan Fuss, according to a recent article in The Wall Street Journal. While Fuss is still…
Day: December 19, 2019
Ancient Funds That Are Still Beating the Market
The oldest mutual funds in the U.S. are still performing well, according to a recent article in Barron’s. The funds—some of which survived the 1929 stock market crash—include Central Securities…
Wealthtrack Interview with Chuck Akre and John Neff
In an episode of Wealthrack that aired in November, host Consuelo Mack interviewed Akre Capital Management founder Chuck Akre and partner John Neff about their firm’s stock picking strategy that…
How to Figure Out Mutual Fund Dividend Yields
Unlike those of common stocks, dividend yields of mutual funds are difficult to calculate, according to a recent article in Barron’s. For common stock, the calculation requires dividing the annual…
International Equities and Diversification
The evolution of the global economy has changed the relationship between U.S. and international stocks such that equity investments in many developed companies provide little diversification benefit. This according to…
Dead ETFs Cause for Celebration
The number of defunct ETFs hit 1,000 this year and should be considered “healthy and natural in a thriving—albeit brutal—market.” This according to a recent Bloomberg article. “On the practical…