Is There Value In Morningstar Ratings?

Month: March 2012

March 26, 2012  |  

Is There Value In Morningstar Ratings?

Morningstar is a US-based research firm that publishes stock and mutual fund data. The firm is widely known for its mutual fund “star” rating system. The system rates mutual funds according to a five-star system, with five stars indicating superior performance for the time period. Although Morningstar warns against choosing funds solely on its star […]

March 12, 2012  |  

Charitable Giving Made Easy

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. It’s similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. A donor-advised fund also enjoys greater tax advantages than a private foundation.   What is […]

March 6, 2012  |  

The Perils of Market Timing

Missing just a few days of high returns in the stock market can substantially erode long-term performance. The harsh reality of market efficiency has not stopped speculators and other traders from attempting to read the future. On paper, market timing offers a seductive prospect: By predicting market direction ahead of time, a trader might capture […]