Market Perspective for October 3, 2022

It was another depressing and down week for the major stock market indexes. On Friday, the…

Briefly Noted | Mutual Fund Observer

By TheShadow Not a major surprise, but there are a load of active ETFs in the…

Closed-End Private Real Estate Interval Funds: A Job Well Done! Thank You and Bye-bye.

By Devesh Shah You cannot praise them enough. Don’t take my word. Look at the MFO…

Series I Bonds: A Ray of Hope

By Devesh Shah There are not many winners this year, but simplicity has taken the cake.…

William Blair Emerging Markets Small Cap Growth: the star fund you might or might not be able to get

By David Snowball William Blair Emerging Markets Small Cap Growth (WESNX) is a purely outstanding offering.…

Shining the Light into Black Box Funds

By Charles Lynn Bolin Source: PublicDomainPictures.net A reader on the Mutual Fund Observer Discussion Board asked…

Rebalancing, Portfolio Restructuring, Tax Loss Harvesting

By Devesh Shah Down years in the financial markets are a heavy burden on asset holders.…

Global Momentum Guide for October 3, 2022

Click Here to view today’s Global Momentum Guide –   – WEEKLY SECTOR MOVERS – The…

Do not be afraid: Advice to investors and other friends

By David Snowball An impending civil war in the US. A planet on fire. The worst…

October 1, 2022 | Mutual Fund Observer

By David Snowball Dear friends, Our hearts go out to people around the world whose lives…