July 31, 20151Comments

Webinar 7/30: Technology to Protect You From the Footnotes

In this webinar, David Trainer will discuss some of the technology behind New Constructs and how it allows our clients to be protected from potential red flags.

by Kyle Guske II, Senior Investment Analyst, MBA

July 30, 20150Comments

Kyle Guske II Discusses Why Investors Should Avoid CWSVX

Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Chartwell Small Cap Value Fund (CWSVX).

by Kyle Guske II, Senior Investment Analyst, MBA

July 28, 20150Comments

A Small Cap Fund You Should Avoid

CWSVX, effectively the worst fund in the worst style, is in the Danger Zone this week for a number of reasons.

by Kyle Guske II, Senior Investment Analyst, MBA

July 24, 20150Comments

How To Avoid the Worst Style Mutual Funds 3Q15

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.

by Kyle Guske II, Senior Investment Analyst, MBA

July 24, 20150Comments

David Trainer Discusses Why Small Cap Investors Belong In the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Small Cap Investment Style.

by Kyle Guske II, Senior Investment Analyst, MBA

July 23, 20150Comments

How To Avoid the Worst Style ETFs 3Q15

Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs.

by Max Lee

July 23, 20150Comments

How To Avoid the Worst Sector Mutual Funds 3Q15

The large number of mutual funds has little to do with serving your best interests. Here are three red flags you can use to avoid the worst mutual funds

by Max Lee

July 23, 20150Comments

How To Avoid the Worst Sector ETFs 3Q15

Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:

by Max Lee

July 22, 20150Comments

How to Find the Best Style Mutual Funds 3Q15

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available? 3Q15.

by Max Lee

July 22, 20150Comments

How to Find the Best Style ETFs 3Q15

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available? 3Q15 update.

by Max Lee

July 22, 20150Comments

How to Find the Best Sector Mutual Funds 3Q15

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available? 3Q15 update.

by Max Lee

July 22, 20150Comments

Invest in Only the Best ETFs

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

by Max Lee

July 21, 20150Comments

Cheap Funds Dupe Investors – 3Q15

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future. 3Q15.

by Max Lee

July 20, 20150Comments

The Small Cap Style is No Place to Be

We’ve previously put the Small Cap Blend style in the Danger Zone, and the time has come to take a look at the entire Small Cap style.

by Kyle Guske II, Senior Investment Analyst, MBA

July 20, 20150Comments

3Q15 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2015.

by Kyle Guske II, Senior Investment Analyst, MBA

July 20, 20150Comments

The Best and Worst of the Small Cap Value Style

The Small Cap Value style ranks tenth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 20, 20150Comments

The Best and Worst of the Small Cap Growth Style

The Small Cap Growth style ranks eleventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 20, 20150Comments

The Best and Worst of the Small Cap Blend Style

The Small Cap Blend style ranks last out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Max Lee

July 20, 20150Comments

The Best and Worst of the Mid Cap Value Style

The Mid Cap Value style ranks seventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

July 16, 20150Comments

David Trainer Discusses Recent Danger Zone Stock Speedway Motorsports

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Speedway Motorsports (TRK).

by Kyle Guske II, Senior Investment Analyst, MBA

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