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Muriel Siebert & Co.




"Being rich is having money; being wealthy is having time." - Margaret Bonanno

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 2/26/15.
Weekly Fund Performance by Investment Objective (Fixed Income) - This shows how the various categories of funds have performed through 2/26/15.
Performance for the 25 Largest Mutual Funds - This shows how the big guns are doing through 2/26/15.
2014 4th Quarter Results - This shows how the various categories of funds performed through 12/31/14.
2014 4th Quarter Fixed Income Results - This shows how the various categories of funds performed through 12/31/14.
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 – February 25, 2015
Funds had aggregate net inflows of $16.1 billion (including mutual funds and exchange-traded funds [ETFs]), for the fund flows week ended February 25, 2015. Pat Keon, Lipper Research Analyst, speaks to the highlights in this week's fund flows video.

Lipper 2014 Q4 Equity Mutual Fund Performance Review WebEx Replay
Tom Roseen highlights investment trends for equity funds during Q4 and the year and provides his outlook for next quarter in this WebEx replay of Lipper's Fourth Quarter 2014 Fund Performance Review and Outlook.

Lipper 2014 Q4 Fixed Income Mutual Fund Performance Review Webex Replay
Jeff Tjornehoj talks about the stunning year Treasuries had, the exceptional volatility loan funds encountered, and the headwinds facings emerging markets. In his outlook he says we can expect more of the same in the quarter ahead.

Lipper 2014 Q4 Preliminary U.S. Fund Flows Review WebEx Replay
Investors pumped over $206 billion net into funds (including both mutual funds and ETFs) during the fourth quarter of 2014. Pat Keon reviews preliminary mutual fund flow trends for the fourth quarter 2014 in this WebEx replay.

Our aging population, money and sharing
I recently asked a retired CEO friend of mine what he thought life in America is all about these days. He said, “It’s all about the money.” And he’s right.
(From My Blog: Palm Beach Money)
Get your Roth IRA ducks in a row
Given that we’re still in the first quarter of the year–a time when Uncle Sam and retirement planning can reach their zenith in garnering attention and interest—making sure you understand the ins and outs of traditional and Roth IRAs is a must.
(From My Blog: Palm Beach Money)
Black gold: As oil price dips, what investors should consider
Oil. It's one of Mother Nature's treasures that has made fortunes for many, while decimating the wealth of others.
(Special to the Daily News)
A Decade of Decline: Middle-Tier Median Income Household Income Declines
Take a look at this chart showing the decline of middle-tier household income and net worth over the past decade.
(Courtesy of Pew Research Center)
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.


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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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