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87% of Mutual Funds do Worse than the Stock Market

September 13, 2015 By HLIAdvisors.com

That is according to a report by S&P Dow Jones Indices that compared the performance of Mutual funds to that of the S&P 500 from June 2009 to June 2014. The table of comparisons (with our comments in red) is shown below: In this article, when we refer to the Stock … [Read more...]

Filed Under: ETFs, Mutual Funds Tagged With: etf, financial advisor, mutural funds, Stock Market, stocks

Mutual Funds: Double Edged Swords

July 3, 2015 By HLIAdvisors.com

We can't live with them, we can't live without them. We're talking about Mutual Funds. When times are good, Mutual Funds do OK. When times are bad, Mutual funds do really bad. That's our point; mutual funds can be an OK investment or a terrible investment. What gives? In this … [Read more...]

Filed Under: Featured, Mutual Funds Tagged With: Financial Markets, Investment Managers, Mutual Funds, Stock Market

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