newjerseynewsroom.com

1. Is market timing a snare and a delusion?
(Money/Economy)

... do wrong? Apparently the fund was too much in the stock market over the last ten or so years — bad years for the stock market. Not that Vanguard AA did disgracefully. Morningstar even defends it. The ...

2. Public offering for Empire State Building worth $2.5 billion
(Money/Economy)

... tax-free, and provide better protection against inflation. Philip Martin, director of REIT research at investment resource Morningstar, told SmartMoney that the building is not in the most desirable ...

3. My investment portfolio: A no-nonsense look
(Money/Economy)

... consulting Morningstar and Value Line. I make sure my portfolio is diversified, too. (I even own a little gold.) And I’m usually quick to toss disappointments overboard. No foolish sentiment there; no ...

4. How to select the right mutual funds
(Money/Economy)

... websites are free and contain all the information you will need to make the correct choices. Morningstar and Google Finance will assist you in researching the entire universe of mutual funds. What ...

5. What is the best brokerage firm?
(Money/Economy)

... It is headquartered in San Antonio. Texas. Phone: 1-800-531-8722. To obtain USAA auto insurance, usually you must be an armed forces veteran. Of 12 USAA mutual funds rated by Morningstar in its flagship ...

6. SmartMoney’s ‘100 Best Mutual Funds in the World’ list is just strange
(Money/Economy)

... Southernsun Small Cap Investor, Tilson Dividend, Transamerica Systematic Small/Midcap Value. None of these funds are listed among the larger funds covered in Morningstar Mutual Funds, the bible in the ...

7. 'Italian Titanic' cruise ship disaster could impact Carnival, entire industry
(Money/Economy)

... skittish vacationers. "Carnival still books a large portion of their bookings at this time of year,” Jaime Katz, equity analyst from investment research company Morningstar in Chicago, told Reuters. ...

8. VDIGX Vanguard Dividend Growth is a good place to put extra cash
(Money/Economy)

... 877-662-7447. Rated five stars by Morningstar. And, in its new rating system, Gold. (I’ll be writing about that new rating system shortly.) The fund buys stock in prosperous corporations that have ...

9. Emerging markets are looking good for investors
(Money/Economy)

... world; the long-term median p-e of both is a much higher 12.5 times. Morningstar Mutual Funds likes these no-load, reasonable-minimum-first-investment funds: Driehaus Emerging Markets Growth ($10,000 ...

10. Why investing is like baseball
(Money/Economy)

... was placed on certain statistics. On-base-percentage turned out to be important; stolen bases, not. In investing, Morningstar revolutionized the world of mutual funds by rating funds. In the old days, ...

11. Where is a good place to put money right now?
(Money/Economy)

... it gets five stars from Morningstar. But it can’t hurt to own two such funds. The minimum first investment in T. Rowe’s Floating Rate Fund is $2,500, or $1,000 for retirement plans or gifts or transfers ...

12. Manager of a mutual one-star fund: 'It’s embarrassing'
(Money/Economy)

... fund that gets only a single star from Morningstar? (Its lowest rating.) Actually, his fund – Franklin Balance Sheet Investment Fund, managed out of Fort Lee – is very good indeed, and its low rating ...

13. Ten good reasons to buy the Appleseed Fund
(Money/Economy)

... there’s a 2 percent early-redemption fee.) The minimum first investment is only $2,500. 800-470-1029. It’s a “go anywhere” fund, but classified by Morningstar as mid-cap value. (It actually buys large, ...

14. Should you sell a good mutual fund when it falters?
(Money/Economy)

BY WARREN BOROSON NEWJERSEYNEWSROOM.COM BOROSON ON MONEY What startles me, upon reading Morningstar’s recent ratings of popular mutual funds, is how many glorious, awe-inspring funds of the past ...

15. What to do if you get a good stock tip
(Money/Economy)

...  “For financial data, Yahoo finance, Wall Street Journal online, and Morningstar are great places to look. You can find key ratios on all of the sites.  Yahoo provides convenient links to company ...

16. A case against index funds
(Money/Economy)

... who want to have stocks or funds in every one of the nine Morningstar style boxes. Still, Linde, Hansen wants to own stocks in different industries. “We’re concentrated at the company level, but diversified ...

17. Wealth insight: A mutual fund primer
(Money/Economy)

... Morningstar (www.morningstar.com) and Lipper (www.lipperweb.com). Jeremy T. Welther, CFP®, AIF®, is Principal, Chief Compliance Officer and Senior Financial Advisor at Brinton Eaton, a wealth advisory ...

18. What every investor should do now
(Money/Economy)

... bonds: Time to sell or buy munis? Avoiding big mistakes other financial advisers make A N.J. mutual fund focusing on dividends The rise and fall of Fidelity Magellan Morningstar's manager of ...

19. Tips on building an investment portfolio from a Vanguard adviser
(Money/Economy)

... advisers make A N.J. mutual fund focusing on dividends The rise and fall of Fidelity Magellan Morningstar's manager of the year mistake The best and worst 529 plans End of the year tax advice: ...

20. How come I’m always being taken to the cleaners?
(Money/Economy)

... advisers make A N.J. mutual fund focusing on dividends The rise and fall of Fidelity Magellan Morningstar's manager of the year mistake The best and worst 529 plans End of the year tax advice: ...