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Muriel Siebert & Co.




"People who don't take risks generally make about two big mistakes a year. People who do take risks generally make about two big mistakes a year." - Peter Drucker

PERFORMANCE. It's what mutual fund investing is all about. So to keep you abreast of how various types of equity funds are performing, which funds are leaders and laggards and how the largest funds are doing, that information is now just a click away.

Weekly Fund Performance by Investment Objective - This shows how the various categories of funds have performed through 5/10/12.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 5/10/12.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 5/10/12.
2012 1st Quarter Results - This shows how the various categories of funds performed through 3/31/12.
2012 1st Quarter Fixed Income Results - This shows how the various categories of funds performed through 3/31/12.
Quarterly Mutual Fund Performance Archive
Investment Objective Definitions
Mutual fund performance data thankfully supplied to us by Lipper, Inc.



Lipper Weekly U.S. Fund Flows Video Series - May 9, 2012
Tom Roseen discusses Lipper's U.S. weekly fund flows. During the week the Dow Jones Industrial Average suffered its longest consecutive losing streak (eight days) since August 2, 2011.

Lipper 2012 First Quarter Equity Mutual Fund Performance Review WebEx Replay
Equity Funds posted their best Q1 returns since Q1 1998, rising 11.97% for the quarter ended March 31, 2012. For the quarter, 81 of Lipper's 86 equity fund classifications posted positive returns. Tom Roseen highlights Q1 trends in this WebEx presentation.

It's Mother's Day and cheers to these wonderful risk takers
When writing about money and investing, it’s never prudent to overlook the risks related to investing. Risks, whether large or small, are everywhere in the products sold to us from those in the financial arena.
(From My Blog: Palm Beach Money)
I almost forgot, May is Older Americans Month
Among the many things the month of May brings with it, like Mother’s Day and a well-defined spring, it’s also “Older Americans Month.” And that’s a far better name for this fifth month of the year than the one President...
(From My Blog: Palm Beach Money)
Four Palm Beach advisers make list of 'Barron's' top 1,000
What do a man raised on a cattle ranch in Montana, another on a farm in western Pennsylvania and a third from a seacoast community near Cape Cod, Mass., have in common?
(Special To: Palm Beach Daily News)
Column Archive »



The Importance of End-of-Life Estate Planning
Jane Brown, a Wills and Estate attorney at Gunster in Palm Beach, FL talks about the importance of end-of-life estate planning along with common misperceptions and issues everyone needs to consider
Tim Harris on Today's Health Care Shortage
Tim Harris, FSA, MAAA and co-chairperson of the Society of Actuaries Committee on the Living to 100 Symposium, talks about today's healthcare shortage and America's shortage of doctor and nurses.
Retirement and Working Longer
Anna Rappaport, FSA, MAAA and president of Anna Rappaport Consulting, was one of the presenters at the Society of Actuaries "Living to 100" program held in Orlando earlier this year.
Video Archive »

Bank CD Rates - 45 Year Graph NEW! Average daily rate per month for the 6 month Bank CD is graphed.
Deficits forever. Stop freaking out: U.S. deficits are nothing new. Here's a graph that shows plenty.
Morningstar Chart: U.S. Market Recovery After Financial Crisis. Cumulative return of balanced portfolio after various events.
Want to become a millionaire? You can do it! Find out what it takes.
Start mutual fund investing with $500 or less! Find out how.
College Savings/529 plans: Learn the differences between them.
When Hawks Prey on Bulls: A chart from Ibbotson about the effects of war on the market.
Impact of Natural Disasters on the Market: Ibbotson has just put together a chart that illustrates the historical impact of natural disasters on the U.S. stock market.


Now, more numbers than ever! Over 600 fund families listed.

Fund Family Phone Number & Websites



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All information is collected from reliable sources and believed to be accurate. The purpose of this site is to educate. Information on it is intended neither to encourage nor discourage the sale of mutual funds or any other investment products.

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